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Houlihan Lokey

323 hedge funds and large institutions have $3.71B invested in Houlihan Lokey in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 117 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

66% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $746K

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0.28% more ownership

Funds ownership: 98.8%99.08% (+0.28%)

0% more funds holding

Funds holding: 323323 (0)

3% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 117

4% less capital invested

Capital invested by funds: $3.86B → $3.71B (-$154M)

Holders
323
Holders Change
Holders Change %
0%
% of All Funds
5.56%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
37
Increased
113
Reduced
117
Closed
36
Calls
$1.24M
Puts
$746K
Net Calls
+$490K
Net Calls Change
-$749K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
26
Franklin Resources
California
$38.6M +$474K +5,854 +1%
SEI Investments
27
SEI Investments
Pennsylvania
$36.1M -$404K -4,983 -1%
Norges Bank
28
Norges Bank
Norway
$35.5M +$482K +5,954 +1%
ACM
29
Atlanta Capital Management
Georgia
$35M -$1.59M -19,568 -4%
Charles Schwab
30
Charles Schwab
California
$34.1M +$1.16M +14,332 +3%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$33.2M -$81.5K -1,006 -0.2%
Jennison Associates
32
Jennison Associates
New York
$32.4M -$136K -1,678 -0.4%
Morgan Stanley
33
Morgan Stanley
New York
$30.8M -$1.73M -21,307 -5%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$29.4M +$8.85M +109,268 +39%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$26M +$918K +11,324 +3%
Goldman Sachs
36
Goldman Sachs
New York
$25M -$11.8M -145,766 -31%
WFMPM
37
Woodley Farra Manion Portfolio Management
Indiana
$21.6M +$229K +2,823 +1%
Natixis Advisors
38
Natixis Advisors
Massachusetts
$21.3M +$395K +4,875 +2%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$20.3M -$8.02M -98,958 -27%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$18.6M -$81 -1 -0%
EVM
41
Eaton Vance Management
Massachusetts
$18.2M
AA
42
Ancora Advisors
Ohio
$18M +$123K +1,524 +0.6%
N
43
Nuveen
North Carolina
$16.1M +$261K +3,222 +2%
UBS Group
44
UBS Group
Switzerland
$13.9M -$1.01M -12,482 -6%
EA
45
Emerald Advisers
Pennsylvania
$13.8M -$202K -2,498 -1%
FLPIM
46
F.L. Putnam Investment Management
Massachusetts
$13.6M -$288K -3,556 -2%
RA
47
Royce & Associates
New York
$13.1M -$4.61M -56,946 -25%
EAM
48
Eagle Asset Management
Florida
$12.2M -$84.5K -1,043 -0.6%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$12.1M -$4.59M -56,650 -26%
Polen Capital Management
50
Polen Capital Management
Florida
$12.1M +$1.14M +14,041 +10%