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Houlihan Lokey

334 hedge funds and large institutions have $4.28B invested in Houlihan Lokey in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 118 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $1.73M | Put options by funds: $540K

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

15% more capital invested

Capital invested by funds: $3.71B → $4.28B (+$570M)

3% more funds holding

Funds holding: 323334 (+11)

0.99% more ownership

Funds ownership: 99.08%100.07% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 118

Holders
334
Holders Change
+11
Holders Change %
+3.41%
% of All Funds
5.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
53
Increased
118
Reduced
118
Closed
37
Calls
$1.73M
Puts
$540K
Net Calls
+$1.19M
Net Calls Change
+$704K
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$43.7M +$2.76M +30,749 +7%
SEI Investments
27
SEI Investments
Pennsylvania
$43.5M +$1.82M +20,297 +4%
Charles Schwab
28
Charles Schwab
California
$40.7M +$1.31M +14,578 +3%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$38.2M -$226K -2,509 -0.6%
Jennison Associates
30
Jennison Associates
New York
$35.9M -$1.55M -17,254 -4%
Natixis Advisors
31
Natixis Advisors
Massachusetts
$33.8M +$9.4M +104,589 +37%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$32.2M +$2.2M +24,525 +7%
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$26.7M +$3.37M +37,461 +14%
Goldman Sachs
34
Goldman Sachs
New York
$26.4M -$2.53M -28,171 -9%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$26.3M +$27.2M +302,179 New
WFMPM
36
Woodley Farra Manion Portfolio Management
Indiana
$24.8M -$184K -2,048 -0.7%
AA
37
Ancora Advisors
Ohio
$21.8M +$947K +10,538 +4%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$21.6M +$81.2K +903 +0.4%
RA
39
Royce & Associates
New York
$18.7M +$3.63M +40,425 +23%
N
40
Nuveen
North Carolina
$17.8M -$862K -9,585 -4%
ACM
41
Argent Capital Management
Missouri
$17.7M +$14.5M +161,453 +386%
UBS Group
42
UBS Group
Switzerland
$17.4M +$1.34M +14,913 +8%
Macquarie Group
43
Macquarie Group
Australia
$16.8M +$17.3M +192,479 +26,081%
EA
44
Emerald Advisers
Pennsylvania
$16.1M +$52.7K +586 +0.3%
FLPIM
45
F.L. Putnam Investment Management
Massachusetts
$15.6M -$65.3K -727 -0.4%
EAM
46
Eagle Asset Management
Florida
$14M -$274K -3,050 -2%
EMFAT
47
Emerald Mutual Fund Advisers Trust
Pennsylvania
$13.6M
JP Morgan Chase
48
JP Morgan Chase
New York
$13.4M +$2.16M +24,010 +19%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$12.9M -$1.14M -12,715 -8%
Polen Capital Management
50
Polen Capital Management
Florida
$12.3M -$1.69M -18,833 -12%