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Houlihan Lokey

153 hedge funds and large institutions have $1.21B invested in Houlihan Lokey in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 14

66% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 38

36% more capital invested

Capital invested by funds: $894M → $1.21B (+$320M)

21% more funds holding

Funds holding: 126153 (+27)

8.67% more ownership

Funds ownership: 92.02%100.69% (+8.7%)

Holders
153
Holders Change
+27
Holders Change %
+21.43%
% of All Funds
3.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
41
Increased
63
Reduced
38
Closed
14
Calls
$930K
Puts
Net Calls
+$930K
Net Calls Change
+$539K
Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
76
Sheaff Brock Investment Advisors
Indiana
$1.09M -$39.8K -931 -4%
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$1.05M -$111K -2,602 -10%
EF
78
Empowered Funds
Pennsylvania
$971K +$26.2K +613 +3%
OSAM
79
O'Shaughnessy Asset Management
Connecticut
$952K +$288K +6,732 +47%
CIC
80
Cornercap Investment Counsel
Georgia
$948K -$30.4K -710 -3%
SO
81
STRS Ohio
Ohio
$944K -$77K -1,800 -8%
Russell Investments Group
82
Russell Investments Group
United Kingdom
$927K -$408K -9,525 -32%
CIP
83
Convergence Investment Partners
Florida
$917K +$623K +14,554 +259%
HA
84
Harbor Advisors
Florida
$909K +$214K +5,000 +33%
GCP
85
GSA Capital Partners
United Kingdom
$861K +$811K +18,943 New
UBS Group
86
UBS Group
Switzerland
$848K +$73.2K +1,710 +10%
AIG
87
American International Group
New York
$819K +$62.3K +1,457 +9%
RJA
88
Raymond James & Associates
Florida
$710K +$668K +15,623 New
Citigroup
89
Citigroup
New York
$629K +$101K +2,354 +20%
EMG
90
Ellington Management Group
Connecticut
$600K +$565K +13,200 New
AA
91
ALPS Advisors
Colorado
$579K
Ohio Public Employees Retirement System (OPERS)
92
Ohio Public Employees Retirement System (OPERS)
Ohio
$562K -$8.77K -205 -2%
DZ Bank
93
DZ Bank
Germany
$561K +$199K +4,649 +60%
DTL
94
Dynamic Technology Lab
Singapore
$557K +$234K +5,462 +80%
AW
95
Alpha Windward
Massachusetts
$542K -$48.8K -1,140 -9%
MIM
96
MetLife Investment Management
New Jersey
$541K +$510K +11,916 New
CL
97
CIM LLC
New York
$499K +$470K +10,980 New
MAM
98
Meeder Asset Management
Ohio
$489K +$415K +9,694 +912%
California Public Employees Retirement System
99
California Public Employees Retirement System
California
$464K +$47.1K +1,100 +12%
FQ
100
First Quadrant
California
$429K -$115K -2,681 -22%