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Houlihan Lokey

323 hedge funds and large institutions have $3.71B invested in Houlihan Lokey in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 117 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

66% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $746K

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0.28% more ownership

Funds ownership: 98.8%99.08% (+0.28%)

0% more funds holding

Funds holding: 323323 (0)

3% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 117

4% less capital invested

Capital invested by funds: $3.86B → $3.71B (-$154M)

Holders
323
Holders Change
Holders Change %
0%
% of All Funds
5.56%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
37
Increased
113
Reduced
117
Closed
36
Calls
$1.24M
Puts
$746K
Net Calls
+$490K
Net Calls Change
-$749K
Name Holding Trade Value Shares
Change
Change in
Stake
EMFAT
51
Emerald Mutual Fund Advisers Trust
Pennsylvania
$11.7M -$820K -10,120 -6%
AI
52
Ariel Investments
Illinois
$10.9M +$150K +1,846 +1%
MAM
53
Montanaro Asset Management
United Kingdom
$9.8M +$1.42M +17,500 +16%
JP Morgan Chase
54
JP Morgan Chase
New York
$9.77M +$550K +6,789 +6%
GIA
55
GHP Investment Advisors
Colorado
$9.39M +$225K +2,779 +2%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$9.04M +$323K +3,991 +3%
Swiss National Bank
57
Swiss National Bank
Switzerland
$8.85M -$162K -2,000 -2%
WCF
58
West Coast Financial
California
$8.56M +$72.1K +890 +0.8%
PC
59
Pier Capital
Connecticut
$8.47M +$196K +2,416 +2%
VI
60
Vestcor Inc
New Brunswick, Canada
$8.36M -$2.13M -26,318 -19%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$7.29M +$1.09M +13,501 +16%
FPTW
62
Franklin, Parlapiano, Turner & Welch
Texas
$6.79M +$398K +4,910 +6%
American Century Companies
63
American Century Companies
Missouri
$6.6M -$692K -8,534 -9%
Grantham, Mayo, Van Otterloo & Co (GMO)
64
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.36M +$6.83M +84,307 New
NEI
65
Northwest & Ethical Investments
Ontario, Canada
$6.28M
SBH
66
Segall Bryant & Hamill
Illinois
$6.19M +$132K +1,625 +2%
RCW
67
Rheos Capital Works
Japan
$6.14M
CIC
68
Crawford Investment Counsel
Georgia
$5.58M +$480K +5,928 +9%
Invesco
69
Invesco
Georgia
$5.47M +$1.5M +18,473 +34%
Federated Hermes
70
Federated Hermes
Pennsylvania
$5.47M -$18.8M -231,740 -76%
RJA
71
Raymond James & Associates
Florida
$5.32M +$1.39M +17,211 +32%
Fidelity International
72
Fidelity International
Bermuda
$5.21M +$1.76M +21,738 +46%
SGI
73
Summit Global Investments
Utah
$4.87M +$262K +3,231 +5%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$4.7M -$223K -2,747 -4%
Point72 Asset Management
75
Point72 Asset Management
Connecticut
$4.57M +$4.92M +60,669 New