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Houlihan Lokey

323 hedge funds and large institutions have $3.86B invested in Houlihan Lokey in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 107 increasing their positions, 136 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $2.01M | Put options by funds: $773K

0.47% less ownership

Funds ownership: 99.27%98.8% (-0.47%)

6% less funds holding

Funds holding: 343323 (-20)

13% less capital invested

Capital invested by funds: $4.42B → $3.86B (-$556M)

21% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 136

22% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 55

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
323
Holders Change
-20
Holders Change %
-5.83%
% of All Funds
5.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
43
Increased
107
Reduced
136
Closed
55
Calls
$2.01M
Puts
$773K
Net Calls
+$1.24M
Net Calls Change
-$237K
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
51
Eagle Asset Management
Florida
$12.9M -$61.5K -735 -0.4%
Polen Capital Management
52
Polen Capital Management
Florida
$11.5M -$2.39M -28,562 -16%
AI
53
Ariel Investments
Illinois
$11.2M +$1.35M +16,195 +13%
VI
54
Vestcor Inc
New Brunswick, Canada
$10.8M -$131K -1,571 -1%
JP Morgan Chase
55
JP Morgan Chase
New York
$9.69M +$417K +4,983 +4%
GIA
56
GHP Investment Advisors
Colorado
$9.61M +$281K +3,361 +3%
Swiss National Bank
57
Swiss National Bank
Switzerland
$9.42M -$100K -1,200 -1%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$9.15M +$72.8K +871 +0.8%
WCF
59
West Coast Financial
California
$8.89M +$85.8K +1,026 +0.9%
MAM
60
Montanaro Asset Management
United Kingdom
$8.88M
PC
61
Pier Capital
Connecticut
$8.68M +$32.6K +390 +0.4%
Citadel Advisors
62
Citadel Advisors
Florida
$8.38M +$8.15M +97,517 +1,122%
American Century Companies
63
American Century Companies
Missouri
$7.58M +$6.51M +77,907 +429%
FPTW
64
Franklin, Parlapiano, Turner & Welch
Texas
$6.72M +$398K +4,763 +6%
NEI
65
Northwest & Ethical Investments
Ontario, Canada
$6.58M
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$6.57M +$344K +4,116 +5%
RCW
67
Rheos Capital Works
Japan
$6.43M
SBH
68
Segall Bryant & Hamill
Illinois
$6.36M +$1.99M +23,824 +42%
GC
69
Gillson Capital
Illinois
$5.56M +$3.16M +37,734 +115%
Man Group
70
Man Group
United Kingdom
$5.5M -$6.96M -83,214 Closed
UBS AM
71
UBS AM
Illinois
$5.45M +$33.4K +400 +0.6%
CIC
72
Crawford Investment Counsel
Georgia
$5.38M -$151K -1,810 -3%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$5.14M -$23.9K -286 -0.4%
SGI
74
Summit Global Investments
Utah
$4.84M +$1.73M +20,655 +51%
Stifel Financial
75
Stifel Financial
Missouri
$4.82M -$192K -2,295 -4%