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Houlihan Lokey

153 hedge funds and large institutions have $1.21B invested in Houlihan Lokey in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 14

66% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 38

36% more capital invested

Capital invested by funds: $894M → $1.21B (+$320M)

21% more funds holding

Funds holding: 126153 (+27)

8.67% more ownership

Funds ownership: 92.02%100.69% (+8.7%)

Holders
153
Holders Change
+27
Holders Change %
+21.43%
% of All Funds
3.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
41
Increased
63
Reduced
38
Closed
14
Calls
$930K
Puts
Net Calls
+$930K
Net Calls Change
+$539K
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$2.71M +$1.55M +36,315 +155%
SCA
52
Secor Capital Advisors
New York
$2.65M +$47.2K +1,104 +2%
OAM
53
Oxford Asset Management
United Kingdom
$2.56M -$1.83M -42,770 -43%
SIM
54
Spark Investment Management
New York
$2.47M -$860K -20,100 -27%
DCM
55
Dupont Capital Management
Delaware
$2.32M
GC
56
Globeflex Capital
California
$2.22M -$69.8K -1,631 -3%
DCM
57
Dean Capital Management
Kansas
$2.21M -$2.21M -51,655 -51%
BPM
58
Bowling Portfolio Management
Ohio
$2.14M +$455K +10,643 +29%
AQR Capital Management
59
AQR Capital Management
Connecticut
$2.08M -$127K -2,978 -6%
AAMU
60
AEGON Asset Management (UK)
United Kingdom
$2.07M -$182K -4,262 -9%
Swiss National Bank
61
Swiss National Bank
Switzerland
$2.04M +$406K +9,500 +27%
UBS AM
62
UBS AM
Illinois
$1.96M +$1.52M +35,424 +454%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$1.92M +$85.1K +1,989 +5%
ZIM
64
Zacks Investment Management
Illinois
$1.91M +$1.8M +42,121 New
IA
65
IndexIQ Advisors
New York
$1.86M +$674K +15,750 +63%
Citadel Advisors
66
Citadel Advisors
Florida
$1.81M +$1.71M +39,914 New
CS
67
Credit Suisse
Switzerland
$1.71M +$549K +12,840 +52%
Stifel Financial
68
Stifel Financial
Missouri
$1.69M +$55.2K +1,291 +4%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$1.59M +$475K +11,100 +47%
HIM
70
Hillsdale Investment Management
Ontario, Canada
$1.5M
KA
71
Kaizen Advisory
Illinois
$1.33M +$1.25M +29,325 New
SAM
72
Sawgrass Asset Management
Florida
$1.3M +$781K +18,250 +174%
BIM
73
Bogle Investment Management
Massachusetts
$1.22M +$1.15M +26,824 New
SRAM
74
Stone Ridge Asset Management
New York
$1.17M +$1.1M +25,645 New
Los Angeles Capital Management
75
Los Angeles Capital Management
California
$1.12M -$352K -8,227 -25%