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Houlihan Lokey

334 hedge funds and large institutions have $4.28B invested in Houlihan Lokey in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 118 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $1.73M | Put options by funds: $540K

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

15% more capital invested

Capital invested by funds: $3.71B → $4.28B (+$570M)

3% more funds holding

Funds holding: 323334 (+11)

0.99% more ownership

Funds ownership: 99.08%100.07% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 118

Holders
334
Holders Change
+11
Holders Change %
+3.41%
% of All Funds
5.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
53
Increased
118
Reduced
118
Closed
37
Calls
$1.73M
Puts
$540K
Net Calls
+$1.19M
Net Calls Change
+$704K
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
51
Montanaro Asset Management
United Kingdom
$11.4M +$89.9K +1,000 +0.8%
GIA
52
GHP Investment Advisors
Colorado
$11.2M +$350K +3,889 +3%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$10.6M +$128K +1,426 +1%
SBH
54
Segall Bryant & Hamill
Illinois
$10.6M +$3.5M +38,915 +47%
Swiss National Bank
55
Swiss National Bank
Switzerland
$10.4M +$225K +2,500 +2%
WCF
56
West Coast Financial
California
$9.98M +$87.5K +973 +0.9%
PC
57
Pier Capital
Connecticut
$9.71M -$91.1K -1,013 -0.9%
NEI
58
Northwest & Ethical Investments
Ontario, Canada
$8.93M +$1.72M +19,146 +23%
Grantham, Mayo, Van Otterloo & Co (GMO)
59
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.92M +$1.62M +18,060 +21%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$8.75M +$334K +3,718 +4%
Invesco
61
Invesco
Georgia
$7.52M +$1.23M +13,667 +19%
FPTW
62
Franklin, Parlapiano, Turner & Welch
Texas
$7.16M -$707K -7,867 -9%
RCW
63
Rheos Capital Works
Japan
$7.1M
VI
64
Vestcor Inc
New Brunswick, Canada
$7.03M -$2.71M -30,167 -27%
CIC
65
Crawford Investment Counsel
Georgia
$6.29M -$171K -1,898 -3%
RJA
66
Raymond James & Associates
Florida
$6.07M -$85.9K -956 -1%
SGI
67
Summit Global Investments
Utah
$5.99M +$371K +4,129 +6%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$5.51M +$77.7K +864 +1%
Renaissance Technologies
69
Renaissance Technologies
New York
$5.19M +$854K +9,500 +19%
SO
70
STRS Ohio
Ohio
$5.08M +$521K +5,800 +11%
UBS AM
71
UBS AM
Illinois
$4.96M +$73.2K +814 +1%
Stifel Financial
72
Stifel Financial
Missouri
$4.9M -$183K -2,041 -4%
Fidelity International
73
Fidelity International
Bermuda
$4.7M -$1.37M -15,199 -22%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$4.62M +$2.02M +22,435 +73%
CS
75
Credit Suisse
Switzerland
$4.49M +$42.2K +469 +0.9%