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Houlihan Lokey

276 hedge funds and large institutions have $3.47B invested in Houlihan Lokey in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 113 increasing their positions, 92 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $1.18M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 92

2.38% more ownership

Funds ownership: 98.97%101.35% (+2.4%)

2% more capital invested

Capital invested by funds: $3.41B → $3.47B (+$60.1M)

4% less funds holding

Funds holding: 289276 (-13)

22% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 45

Holders
276
Holders Change
-13
Holders Change %
-4.5%
% of All Funds
4.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
35
Increased
113
Reduced
92
Closed
45
Calls
$2.43M
Puts
$1.18M
Net Calls
+$1.25M
Net Calls Change
-$2.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Nordea Investment Management
26
Nordea Investment Management
Sweden
$38.9M +$3.07M +45,453 +9%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$35.8M -$67.5K -1,000 -0.2%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$30.3M -$1.78M -26,451 -5%
Jennison Associates
29
Jennison Associates
New York
$29.7M +$2.92M +43,338 +11%
Norges Bank
30
Norges Bank
Norway
$29.2M -$11.4M -168,729 -28%
Charles Schwab
31
Charles Schwab
California
$26.9M +$868K +12,867 +3%
AI
32
Ariel Investments
Illinois
$26.5M +$13.9K +206 +0.1%
ClearBridge Investments
33
ClearBridge Investments
New York
$25.6M +$25.9M +384,330 New
Bank of New York Mellon
34
Bank of New York Mellon
New York
$21.3M -$867K -12,854 -4%
TCM
35
TimesSquare Capital Management
New York
$20.7M -$8.35M -123,730 -28%
EAM
36
Eagle Asset Management
Florida
$20.5M +$549K +8,130 +3%
UBS Group
37
UBS Group
Switzerland
$20.1M -$1.15M -17,060 -5%
EMFAT
38
Emerald Mutual Fund Advisers Trust
Pennsylvania
$19.9M
WFMPM
39
Woodley Farra Manion Portfolio Management
Indiana
$19.8M +$572K +8,475 +3%
EA
40
Emerald Advisers
Pennsylvania
$18M -$2.32M -34,340 -11%
Natixis Advisors
41
Natixis Advisors
Massachusetts
$17.8M -$12.1K -180 -0.1%
AA
42
Ancora Advisors
Ohio
$17.7M +$2.95M +43,671 +20%
Robeco Institutional Asset Management
43
Robeco Institutional Asset Management
Netherlands
$17.1M
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$14.4M +$3.01M +44,559 +26%
N
45
Nuveen
North Carolina
$12.6M -$291K -4,314 -2%
PC
46
Pier Capital
Connecticut
$12.4M +$3.41M +50,568 +37%
MAM
47
Montanaro Asset Management
United Kingdom
$11.9M +$4.13M +61,200 +52%
HCM
48
Hilton Capital Management
New York
$11.7M -$247K -3,655 -2%
FLPIM
49
F.L. Putnam Investment Management
Massachusetts
$11.6M -$409K -6,060 -3%
Morgan Stanley
50
Morgan Stanley
New York
$11.2M -$6.18M -91,578 -35%