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Houlihan Lokey

89 hedge funds and large institutions have $391M invested in Houlihan Lokey in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

105% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 19

31% more capital invested

Capital invested by funds: $299M → $391M (+$92M)

16% more funds holding

Funds holding: 7789 (+12)

0.12% more ownership

Funds ownership: 99.28%99.39% (+0.12%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $311K

Holders
89
Holders Change
+12
Holders Change %
+15.58%
% of All Funds
2.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
39
Reduced
19
Closed
6
Calls
Puts
$311K
Net Calls
-$311K
Net Calls Change
-$219K
Name Holding Trade Value Shares
Change
Change in
Stake
TC
51
TFS Capital
Pennsylvania
$512K +$446K +16,456 New
NFA
52
Nationwide Fund Advisors
Ohio
$507K -$22.3K -824 -5%
CG
53
Clinton Group
New York
$487K +$424K +15,639 New
Goldman Sachs
54
Goldman Sachs
New York
$471K +$132K +4,866 +47%
SIM
55
Spark Investment Management
New York
$426K +$372K +13,700 New
Citigroup
56
Citigroup
New York
$413K -$3.32M -122,250 -90%
DTL
57
Dynamic Technology Lab
Singapore
$408K -$53.8K -1,985 -13%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$378K +$25.4K +937 +8%
GCP
59
GSA Capital Partners
United Kingdom
$377K -$1.14M -41,967 -78%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$355K
BG
61
BlackRock Group
United Kingdom
$355K +$257K +9,460 +480%
EMG
62
Ellington Management Group
Connecticut
$330K +$288K +10,600 New
Invesco
63
Invesco
Georgia
$322K -$3.77K -139 -1%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$321K +$263K +9,708 +1,599%
Citadel Advisors
65
Citadel Advisors
Florida
$302K -$365K -13,471 -58%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$267K -$15.4K -569 -6%
MLICM
67
Metropolitan Life Insurance Company (MetLife)
New York
$263K
Squarepoint
68
Squarepoint
New York
$222K +$193K +7,123 New
AIG
69
American International Group
New York
$218K -$515 -19 -0.3%
TI
70
Trexquant Investment
Connecticut
$214K +$186K +6,873 New
SO
71
STRS Ohio
Ohio
$211K
BlackRock
72
BlackRock
New York
$163K +$47.9K +1,767 +51%
Victory Capital Management
73
Victory Capital Management
Texas
$131K -$2.82K -104 -2%
Canada Life
74
Canada Life
Manitoba, Canada
$118K
Legal & General Group
75
Legal & General Group
United Kingdom
$104K +$45.7K +1,685 +101%