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Houlihan Lokey

323 hedge funds and large institutions have $3.86B invested in Houlihan Lokey in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 107 increasing their positions, 136 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $2.01M | Put options by funds: $773K

0.47% less ownership

Funds ownership: 99.27%98.8% (-0.47%)

6% less funds holding

Funds holding: 343323 (-20)

13% less capital invested

Capital invested by funds: $4.42B → $3.86B (-$556M)

21% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 136

22% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 55

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
323
Holders Change
-20
Holders Change %
-5.83%
% of All Funds
5.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
43
Increased
107
Reduced
136
Closed
55
Calls
$2.01M
Puts
$773K
Net Calls
+$1.24M
Net Calls Change
-$237K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
26
Atlanta Capital Management
Georgia
$38.2M -$1.32M -15,782 -3%
Goldman Sachs
27
Goldman Sachs
New York
$37.7M -$5.18M -61,966 -11%
Norges Bank
28
Norges Bank
Norway
$36.7M +$1.78M +21,284 +5%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$34.9M -$423K -5,065 -1%
Charles Schwab
30
Charles Schwab
California
$34.5M -$161K -1,920 -0.4%
Jennison Associates
31
Jennison Associates
New York
$34M +$773K +9,247 +2%
Morgan Stanley
32
Morgan Stanley
New York
$34M +$11.2M +134,338 +45%
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$29.7M -$14.9M -178,603 -33%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$27.7M +$4.49M +53,748 +18%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$26.3M -$266K -3,180 -0.9%
Federated Hermes
36
Federated Hermes
Pennsylvania
$24M -$11.8M -141,589 -32%
WFMPM
37
Woodley Farra Manion Portfolio Management
Indiana
$22.4M +$49.9K +597 +0.2%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$22.1M -$498K -5,953 -2%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$22M +$1.38M +16,552 +6%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$19.5M +$409K +4,890 +2%
EVM
41
Eaton Vance Management
Massachusetts
$19.1M -$354K -4,230 -2%
AA
42
Ancora Advisors
Ohio
$18.8M +$306K +3,662 +2%
RA
43
Royce & Associates
New York
$18.3M +$2.61M +31,163 +16%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$17.2M +$4.82M +57,635 +36%
N
45
Nuveen
North Carolina
$16.6M +$4.78M +57,153 +37%
UBS Group
46
UBS Group
Switzerland
$15.6M -$1.65M -19,768 -9%
EA
47
Emerald Advisers
Pennsylvania
$14.7M -$4.29M -51,272 -22%
FLPIM
48
F.L. Putnam Investment Management
Massachusetts
$14.5M +$277K +3,310 +2%
Millennium Management
49
Millennium Management
New York
$13.7M +$5.15M +61,566 +55%
EMFAT
50
Emerald Mutual Fund Advisers Trust
Pennsylvania
$13.1M -$3.03M -36,189 -18%