We are live on ! Find out more
HLI icon

Houlihan Lokey

289 hedge funds and large institutions have $3.41B invested in Houlihan Lokey in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 106 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

406% more call options, than puts

Call options by funds: $4.97M | Put options by funds: $982K

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

22% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 87

14% more capital invested

Capital invested by funds: $3B → $3.41B (+$409M)

12% more funds holding

Funds holding: 258289 (+31)

0.86% less ownership

Funds ownership: 99.83%98.97% (-0.86%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
289
Holders Change
+31
Holders Change %
+12.02%
% of All Funds
5.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
60
Increased
106
Reduced
87
Closed
28
Calls
$4.97M
Puts
$982K
Net Calls
+$3.99M
Net Calls Change
+$4.43M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
51
Prudential plc
United Kingdom
$9.88M -$298K -4,601 -3%
PPA
52
Parametric Portfolio Associates
Washington
$9.54M +$689K +10,627 +8%
PC
53
Pier Capital
Connecticut
$9.09M +$288K +4,446 +3%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$8.89M +$984K +15,177 +13%
WCF
55
West Coast Financial
California
$8.16M -$154K -2,383 -2%
Millennium Management
56
Millennium Management
New York
$7.97M +$2.36M +36,354 +44%
MAM
57
Montanaro Asset Management
United Kingdom
$7.87M +$7.59M +117,100 New
Swiss National Bank
58
Swiss National Bank
Switzerland
$7.75M +$214K +3,300 +3%
GPGA
59
Grandeur Peak Global Advisors
Utah
$7.53M +$722K +11,136 +11%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$7.32M +$1.07M +16,557 +18%
Polen Capital Management
61
Polen Capital Management
Florida
$7.01M +$1.65M +25,390 +32%
Man Group
62
Man Group
United Kingdom
$6.66M -$8.65M -133,381 -57%
RJA
63
Raymond James & Associates
Florida
$6.56M +$897K +13,839 +17%
JP Morgan Chase
64
JP Morgan Chase
New York
$6.3M -$2.48M -38,283 -29%
GIA
65
GHP Investment Advisors
Colorado
$6.25M +$1.43M +22,138 +31%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$5.99M +$453K +6,994 +9%
APG Asset Management
67
APG Asset Management
Netherlands
$5.51M +$51.9K +800 +0.8%
Stifel Financial
68
Stifel Financial
Missouri
$5.4M +$45.4K +700 +0.9%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$5.26M +$54.7K +844 +1%
Ohio Public Employees Retirement System (OPERS)
70
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.96M +$1.56K +24 +0%
WC
71
Weil Company
California
$4.76M -$670K -10,344 -13%
Allianz Asset Management
72
Allianz Asset Management
Germany
$4.35M -$596K -9,189 -12%
CS
73
Credit Suisse
Switzerland
$4.18M +$1.45M +22,323 +56%
Voloridge Investment Management
74
Voloridge Investment Management
Florida
$4.1M +$1.74M +26,808 +78%
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$4.08M +$3.93M +60,659 New