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Houlihan Lokey

192 hedge funds and large institutions have $1.75B invested in Houlihan Lokey in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 80 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 21

60% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 50

28% more capital invested

Capital invested by funds: $1.36B → $1.75B (+$387M)

13% more funds holding

Funds holding: 170192 (+22)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.98% less ownership

Funds ownership: 106.95%101.97% (-5%)

Holders
192
Holders Change
+22
Holders Change %
+12.94%
% of All Funds
4.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
45
Increased
80
Reduced
50
Closed
21
Calls
$1.81M
Puts
Net Calls
+$1.81M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
76
Sawgrass Asset Management
Florida
$1.85M +$92.3K +1,930 +6%
OSAM
77
O'Shaughnessy Asset Management
Connecticut
$1.83M +$11.5K +241 +0.7%
Schroder Investment Management Group
78
Schroder Investment Management Group
United Kingdom
$1.8M -$1.06M -22,100 -39%
Two Sigma Investments
79
Two Sigma Investments
New York
$1.78M +$1.66M +34,678 New
AAMU
80
AEGON Asset Management (UK)
United Kingdom
$1.72M -$389K -8,143 -20%
3C
81
361 Capital
Colorado
$1.68M +$1.57M +32,756 New
HIM
82
Hillsdale Investment Management
Ontario, Canada
$1.58M -$95.7K -2,000 -6%
MAM
83
Martingale Asset Management
Massachusetts
$1.56M -$38.3K -800 -3%
CI
84
Cigna Investments
Connecticut
$1.55M +$1.02M +21,251 +238%
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$1.45M +$163K +3,406 +14%
RJA
86
Raymond James & Associates
Florida
$1.44M +$396K +8,281 +42%
AQR Capital Management
87
AQR Capital Management
Connecticut
$1.39M +$5.93K +124 +0.5%
SRAM
88
Stone Ridge Asset Management
New York
$1.36M
BIM
89
Bogle Investment Management
Massachusetts
$1.32M +$517K +10,800 +72%
HA
90
Harbor Advisors
Florida
$1.28M
Los Angeles Capital Management
91
Los Angeles Capital Management
California
$1.27M
MS
92
Maven Securities
Jersey
$1.17M +$610K +12,763 +128%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.17M +$113K +2,363 +12%
APG Asset Management
94
APG Asset Management
Netherlands
$1.16M +$1.27M +26,500 New
Marshall Wace
95
Marshall Wace
United Kingdom
$1.13M +$1.06M +22,089 New
AL
96
AJO LP
Pennsylvania
$1.11M +$1.03M +21,639 New
SBIA
97
Sheaff Brock Investment Advisors
Indiana
$1.11M -$12.8K -268 -1%
SO
98
STRS Ohio
Ohio
$1.1M +$33.5K +700 +3%
OAC
99
OMERS Administration Corp
Ontario, Canada
$1M +$937K +19,600 New
JMPWA
100
JP Morgan Private Wealth Advisors
California
$995K -$172K -3,599 -16%