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Houlihan Lokey

276 hedge funds and large institutions have $3.47B invested in Houlihan Lokey in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 113 increasing their positions, 92 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $1.18M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 92

2.38% more ownership

Funds ownership: 98.97%101.35% (+2.4%)

2% more capital invested

Capital invested by funds: $3.41B → $3.47B (+$60.1M)

4% less funds holding

Funds holding: 289276 (-13)

22% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 45

Holders
276
Holders Change
-13
Holders Change %
-4.5%
% of All Funds
4.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
35
Increased
113
Reduced
92
Closed
45
Calls
$2.43M
Puts
$1.18M
Net Calls
+$1.25M
Net Calls Change
-$2.74M
Name Holding Trade Value Shares
Change
Change in
Stake
WC
76
Weil Company
California
$4.78M +$74.3K +1,101 +2%
APG Asset Management
77
APG Asset Management
Netherlands
$4.5M -$1.41M -20,900 -21%
Tudor Investment Corp
78
Tudor Investment Corp
Connecticut
$4.26M +$3.28M +48,552 +314%
PAMU
79
Pictet Asset Management (UK)
United Kingdom
$4.18M +$438K +6,488 +12%
JP Morgan Chase
80
JP Morgan Chase
New York
$4.1M -$2.17M -32,157 -34%
TPM
81
Triasima Portfolio Management
Quebec, Canada
$3.88M +$2.06M +30,510 +110%
MIP
82
Mondrian Investment Partners
United Kingdom
$3.84M
UBS AM
83
UBS AM
Illinois
$3.68M -$4.66K -69 -0.1%
Invesco
84
Invesco
Georgia
$3.5M +$878K +13,007 +33%
Barclays
85
Barclays
United Kingdom
$3.39M -$20.9K -310 -0.6%
BUB
86
BBVA USA Bancshares
Texas
$3.35M -$2.56K -38 -0.1%
Swedbank
87
Swedbank
Sweden
$3.33M +$3.37M +50,000 New
SGI
88
Summit Global Investments
Utah
$3.29M +$550K +8,150 +20%
SBH
89
Segall Bryant & Hamill
Illinois
$3.28M -$55.9K -829 -2%
CS
90
Credit Suisse
Switzerland
$2.93M -$1.22M -18,147 -29%
Man Group
91
Man Group
United Kingdom
$2.84M -$3.8M -56,324 -57%
Truist Financial
92
Truist Financial
North Carolina
$2.82M -$28.7K -425 -1%
ACM
93
AlphaCrest Capital Management
New York
$2.73M +$2.33M +34,600 +541%
WLPWM
94
Walled Lake Planning & Wealth Management
Illinois
$2.67M +$56.2K +833 +2%
State of New Jersey Common Pension Fund D
95
State of New Jersey Common Pension Fund D
New Jersey
$2.64M +$178K +2,632 +7%
Deutsche Bank
96
Deutsche Bank
Germany
$2.62M -$589K -8,732 -18%
OSIA
97
O'Shares Investment Advisers
Massachusetts
$2.53M +$63.6K +942 +3%
OAM
98
Oppenheimer Asset Management
New York
$2.51M +$171K +2,540 +7%
Connor, Clark & Lunn Investment Management (CC&L)
99
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.45M +$2.48M +36,813 New
Legal & General Group
100
Legal & General Group
United Kingdom
$2.32M +$164K +2,424 +7%