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Houlihan Lokey

289 hedge funds and large institutions have $3.41B invested in Houlihan Lokey in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 106 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

406% more call options, than puts

Call options by funds: $4.97M | Put options by funds: $982K

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

22% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 87

14% more capital invested

Capital invested by funds: $3B → $3.41B (+$409M)

12% more funds holding

Funds holding: 258289 (+31)

0.86% less ownership

Funds ownership: 99.83%98.97% (-0.86%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
289
Holders Change
+31
Holders Change %
+12.02%
% of All Funds
5.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
60
Increased
106
Reduced
87
Closed
28
Calls
$4.97M
Puts
$982K
Net Calls
+$3.99M
Net Calls Change
+$4.43M
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
76
Mutual of America Capital Management
New York
$4.04M -$81.5K -1,257 -2%
MIP
77
Mondrian Investment Partners
United Kingdom
$3.89M
PAMU
78
Pictet Asset Management (UK)
United Kingdom
$3.79M -$603K -9,304 -14%
SO
79
STRS Ohio
Ohio
$3.74M -$1.11M -17,200 -24%
UBS AM
80
UBS AM
Illinois
$3.73M +$124K +1,908 +4%
GC
81
Gillson Capital
Illinois
$3.56M +$3.43M +52,967 New
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$3.46M +$1.74M +26,920 +126%
Barclays
83
Barclays
United Kingdom
$3.45M +$13.1K +202 +0.4%
VI
84
Vestcor Inc
New Brunswick, Canada
$3.39M +$2.35M +36,270 +257%
BUB
85
BBVA USA Bancshares
Texas
$3.38M -$30K -463 -0.9%
SBH
86
Segall Bryant & Hamill
Illinois
$3.37M -$65.9K -1,016 -2%
AII
87
AGF Investments Inc
Ontario, Canada
$3.36M +$3.24M +50,000 New
Deutsche Bank
88
Deutsche Bank
Germany
$3.24M +$1.02M +15,701 +48%
CIC
89
Crawford Investment Counsel
Georgia
$3.1M +$2.98M +46,037 New
Truist Financial
90
Truist Financial
North Carolina
$2.88M -$16.6K -256 -0.6%
SGI
91
Summit Global Investments
Utah
$2.78M +$2.05M +31,611 +326%
Invesco
92
Invesco
Georgia
$2.66M +$780K +12,029 +44%
WLPWM
93
Walled Lake Planning & Wealth Management
Illinois
$2.64M +$29.6K +456 +1%
OSIA
94
O'Shares Investment Advisers
Massachusetts
$2.5M +$173K +2,668 +8%
State of New Jersey Common Pension Fund D
95
State of New Jersey Common Pension Fund D
New Jersey
$2.49M -$255K -3,927 -10%
OAM
96
Oppenheimer Asset Management
New York
$2.36M +$13K +201 +0.6%
AG
97
AlphaSimPlex Group
Massachusetts
$2.27M +$109K +1,679 +5%
SSA
98
Schonfeld Strategic Advisors
New York
$2.21M -$3.54M -54,621 -62%
Legal & General Group
99
Legal & General Group
United Kingdom
$2.18M -$2.79K -43 -0.1%
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.07M +$168K +2,599 +9%