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Houlihan Lokey

228 hedge funds and large institutions have $2.45B invested in Houlihan Lokey in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 86 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

659% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $239K

314% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

51% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 57

22% more funds holding

Funds holding: 187228 (+41)

13% more capital invested

Capital invested by funds: $2.16B → $2.45B (+$290M)

1.57% more ownership

Funds ownership: 105.95%107.52% (+1.6%)

Holders
228
Holders Change
+41
Holders Change %
+21.93%
% of All Funds
5.02%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
58
Increased
86
Reduced
57
Closed
14
Calls
$1.81M
Puts
$239K
Net Calls
+$1.57M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
26
GW&K Investment Management
Massachusetts
$34M -$1.56M -30,149 -4%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$33.7M +$2.63M +50,711 +9%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$30.5M +$966K +18,643 +4%
Norges Bank
29
Norges Bank
Norway
$29.3M +$29.2M +562,907 New
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$28.1M +$2.67M +51,448 +11%
Citadel Advisors
31
Citadel Advisors
Florida
$26.8M +$23.2M +447,270 +660%
Jennison Associates
32
Jennison Associates
New York
$21.4M +$1.58M +30,386 +8%
UBS Group
33
UBS Group
Switzerland
$20M -$6.76M -130,385 -25%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$19.7M -$632K -12,194 -3%
WHG
35
Westwood Holdings Group
Texas
$19M -$20.5M -396,379 -52%
Charles Schwab
36
Charles Schwab
California
$17.5M +$1.27M +24,534 +8%
Natixis Advisors
37
Natixis Advisors
Massachusetts
$16.7M +$2.52M +48,691 +18%
EAM
38
Eagle Asset Management
Florida
$16.2M +$2.25M +43,391 +16%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$15.4M -$1.37M -26,520 -8%
Nordea Investment Management
40
Nordea Investment Management
Sweden
$13.6M +$4.52M +87,225 +44%
Robeco Institutional Asset Management
41
Robeco Institutional Asset Management
Netherlands
$12.2M +$12.2M +234,906 New
JP Morgan Chase
42
JP Morgan Chase
New York
$10.5M -$841K -16,224 -7%
PP
43
Prudential plc
United Kingdom
$8.96M +$8.92M +172,001 New
ZCM
44
Ziegler Capital Management
Illinois
$8.88M +$8.83M +170,354 New
N
45
Nuveen
North Carolina
$8.81M +$1.02M +19,609 +13%
PC
46
Pier Capital
Connecticut
$8.33M -$617K -11,911 -7%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$6.97M +$1.17M +22,512 +20%
Man Group
48
Man Group
United Kingdom
$6.73M +$3.56M +68,621 +113%
First Trust Advisors
49
First Trust Advisors
Illinois
$6.38M +$65.7K +1,267 +1%
Lord, Abbett & Co
50
Lord, Abbett & Co
New Jersey
$5.28M +$5.26M +101,386 New