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Houlihan Lokey

168 hedge funds and large institutions have $1.76B invested in Houlihan Lokey in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more capital invested

Capital invested by funds: $1.26B → $1.76B (+$499M)

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

27% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 52

12.22% more ownership

Funds ownership: 99.03%111.25% (+12%)

6% more funds holding

Funds holding: 159168 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

91% less call options, than puts

Call options by funds: $352K | Put options by funds: $4M

Holders
168
Holders Change
+9
Holders Change %
+5.66%
% of All Funds
3.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
66
Reduced
52
Closed
23
Calls
$352K
Puts
$4M
Net Calls
-$3.65M
Net Calls Change
-$3.65M
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
51
Eaton Vance Management
Massachusetts
$4.04M
UBS AM
52
UBS AM
Illinois
$3.42M +$329K +7,456 +11%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$3.24M +$1.01M +22,941 +48%
Swiss National Bank
54
Swiss National Bank
Switzerland
$2.9M +$119K +2,700 +4%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$2.72M +$39.7K +900 +2%
TCIM
56
TIAA CREF Investment Management
New York
$2.64M -$1.15M -26,106 -31%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$2.6M +$865K +19,606 +53%
RJA
58
Raymond James & Associates
Florida
$2.54M +$1.52M +34,526 +165%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$2.38M -$50.8K -1,152 -2%
ERSOT
60
Employees Retirement System of Texas
Texas
$2.11M
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$2.04M +$69K +1,563 +4%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$1.97M +$343K +7,768 +22%
Principal Financial Group
63
Principal Financial Group
Iowa
$1.89M +$11.9K +270 +0.7%
BCMNY
64
Buckingham Capital Management (New York)
New York
$1.71M -$24.1K -547 -1%
IP
65
Interval Partners
New York
$1.63M +$1.57M +35,606 New
BIM
66
Bridges Investment Management
Nebraska
$1.53M +$270K +6,120 +23%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$1.5M
Deutsche Bank
68
Deutsche Bank
Germany
$1.47M -$1.46M -33,086 -51%
GC
69
Globeflex Capital
California
$1.47M -$42.6K -966 -3%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$1.43M -$83.4K -1,891 -6%
BUB
71
BBVA USA Bancshares
Texas
$1.39M +$356K +8,062 +36%
Squarepoint
72
Squarepoint
New York
$1.3M +$622K +14,104 +98%
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.26M +$1.22M +27,549 New
Invesco
74
Invesco
Georgia
$1.25M +$387K +8,778 +48%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$1.18M +$400K +9,056 +54%