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Houlihan Lokey

115 hedge funds and large institutions have $753M invested in Houlihan Lokey in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

503% more call options, than puts

Call options by funds: $211K | Put options by funds: $35K

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

22% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 36

11% more funds holding

Funds holding: 104115 (+11)

0% more capital invested

Capital invested by funds: $750M → $753M (+$2.99M)

12.86% less ownership

Funds ownership: 104.49%91.64% (-13%)

Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
2.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
44
Reduced
36
Closed
10
Calls
$211K
Puts
$35K
Net Calls
+$176K
Net Calls Change
-$312K
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
76
Laurion Capital Management
New York
$443K +$431K +12,703 New
HCM
77
Hodges Capital Management
Texas
$435K -$8.51M -250,500 -95%
FQ
78
First Quadrant
California
$407K +$396K +11,652 New
ARTA
79
A.R.T. Advisors
New York
$369K -$149K -4,400 -29%
SAM
80
Sawgrass Asset Management
Florida
$369K +$359K +10,570 New
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$336K -$39.3K -1,156 -11%
SCA
82
Secor Capital Advisors
New York
$314K +$306K +9,007 New
CI
83
Cigna Investments
Connecticut
$303K +$294K +8,672 New
CG
84
Clinton Group
New York
$290K -$931K -27,426 -77%
SEI Investments
85
SEI Investments
Pennsylvania
$263K +$256K +7,550 New
Invesco
86
Invesco
Georgia
$254K -$2.44K -72 -1%
JMPWA
87
JP Morgan Private Wealth Advisors
California
$253K +$246K +7,255 New
HI
88
HBK Investments
Texas
$247K +$240K +7,077 New
TC
89
TFS Capital
Pennsylvania
$215K -$1.04M -30,660 -83%
Victory Capital Management
90
Victory Capital Management
Texas
$188K +$27.4K +808 +18%
Legal & General Group
91
Legal & General Group
United Kingdom
$182K +$19.4K +570 +12%
TRCT
92
Tower Research Capital (TRC)
New York
$150K +$80.5K +2,371 +123%
Canada Life
93
Canada Life
Manitoba, Canada
$131K
Barclays
94
Barclays
United Kingdom
$125K -$102K -3,016 -46%
SG Americas Securities
95
SG Americas Securities
New York
$105K +$102K +3,004 New
DADC
96
D.A. Davidson & Co
Montana
$92K +$89.6K +2,640 New
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$83.8K +$70.1K +2,066 +617%
FMT
98
First Mercantile Trust
Tennessee
$74K -$19.4K -570 -21%
New York State Teachers Retirement System (NYSTRS)
99
New York State Teachers Retirement System (NYSTRS)
New York
$66K +$64.5K +1,900 New
NIT
100
NumerixS Investment Technologies
British Columbia, Canada
$63K +$61.1K +1,800 New