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Houlihan Lokey

188 hedge funds and large institutions have $1.88B invested in Houlihan Lokey in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 70 increasing their positions, 46 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

52% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 46

12% more funds holding

Funds holding: 168188 (+20)

7% more capital invested

Capital invested by funds: $1.76B → $1.88B (+$118M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.34% less ownership

Funds ownership: 111.25%109.91% (-1.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.45M

Holders
188
Holders Change
+20
Holders Change %
+11.9%
% of All Funds
4.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
46
Increased
70
Reduced
46
Closed
24
Calls
Puts
$2.45M
Net Calls
-$2.45M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$21.8M +$1.89M +40,364 +9%
ECM
27
Element Capital Management
New York
$21.4M +$22.5M +481,325 New
Stifel Financial
28
Stifel Financial
Missouri
$21.1M +$266K +5,692 +1%
N
29
Nuveen
North Carolina
$18.2M +$19.1M +407,708 New
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$17.5M +$16.9M +360,841 +1,100%
Jennison Associates
31
Jennison Associates
New York
$16.1M +$11.9M +255,322 +241%
HA
32
H2O AM
United Kingdom
$15M +$3.08M +66,019 +24%
UBS Group
33
UBS Group
Switzerland
$14.7M +$14.9M +318,416 +2,511%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$14.3M +$3.81M +81,447 +34%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$13.8M -$72K -1,542 -0.5%
Allianz Asset Management
36
Allianz Asset Management
Germany
$13.8M -$793K -16,969 -5%
JP Morgan Chase
37
JP Morgan Chase
New York
$11.1M +$358K +7,662 +3%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$10.6M -$8.95M -191,596 -45%
Renaissance Technologies
39
Renaissance Technologies
New York
$10.4M -$5.34M -114,300 -33%
APG Asset Management
40
APG Asset Management
Netherlands
$10.2M +$2.93M +62,800 +32%
Charles Schwab
41
Charles Schwab
California
$10.1M +$763K +16,322 +8%
Natixis Advisors
42
Natixis Advisors
Massachusetts
$9.61M +$295K +6,319 +3%
PAM
43
Panagora Asset Management
Massachusetts
$8.87M -$897K -19,201 -9%
Nordea Investment Management
44
Nordea Investment Management
Sweden
$8.6M +$419K +8,978 +5%
EAM
45
Eagle Asset Management
Florida
$8.44M +$4.65M +99,457 +110%
PC
46
Pier Capital
Connecticut
$7.72M -$576K -12,327 -7%
First Trust Advisors
47
First Trust Advisors
Illinois
$5.85M +$680K +14,550 +12%
Marshall Wace
48
Marshall Wace
United Kingdom
$5.43M +$5.67M +121,310 +16,261%
Prudential Financial
49
Prudential Financial
New Jersey
$5.31M -$845K -18,092 -13%
Macquarie Group
50
Macquarie Group
Australia
$5.3M