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Houlihan Lokey
77 hedge funds and large institutions have $299M invested in Houlihan Lokey in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
67% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 18
36% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 11
7% more capital invested
Capital invested by funds: $279M → $299M (+$20.6M)
5% more funds holding
Funds holding: 73 → 77 (+4)
3.73% less ownership
Funds ownership: 103% → 99.28% (-3.7%)
24% less call options, than puts
Call options by funds: $286K | Put options by funds: $378K
Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
2.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
30
Reduced
18
Closed
11
Calls
$286K
Puts
$378K
Net Calls
-$92K
Net Calls Change
-$92K
Top Buyers
| 1 |
RA
Royce & Associates
New York
|
+$7.51M |
| 2 |
EA
Emerald Acquisition
Seattle,
Washington
|
+$2.06M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.32M |
| 4 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$922K |
| 5 |
AI
Ariel Investments
Chicago,
Illinois
|
+$871K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Federated Hermes
Pittsburgh,
Pennsylvania
| $1K | – | – | – |
|
|
AG
77
Advisor Group
Phoenix,
Arizona
| $1K | +$313 | +13 | +65% |
|
78
Capital Research Global Investors
Los Angeles,
California
| – | -$5.59M | -250,000 | Closed |
|
79
Fidelity Investments
Boston,
Massachusetts
| – | -$3.03M | -135,600 | Closed |
|
|
TC
80
TFS Capital
West Chester,
Pennsylvania
| – | -$1.2M | -53,594 | Closed |
|
81
Fidelity International
Hamilton,
Bermuda
| – | -$806K | -36,028 | Closed |
|
82
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| – | -$736K | -32,901 | Closed |
|
|
ECA
83
Endeavour Capital Advisors
Greenwich,
Connecticut
| – | -$529K | -23,652 | Closed |
|
84
Norges Bank
Oslo,
Norway
| – | -$297K | -13,268 | Closed |
|
85
Teacher Retirement System of Texas
Austin,
Texas
| – | -$38K | -1,685 | Closed |
|
|
TRCT
86
Tower Research Capital (TRC)
New York
| – | -$17K | -764 | Closed |
|
|
CG
87
Cutler Group
San Francisco,
California
| – | -$3K | -135 | Closed |
|
88
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$2K | -96 | Closed |
|