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Houlihan Lokey

302 hedge funds and large institutions have $4.29B invested in Houlihan Lokey in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 98 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 27

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

24% more capital invested

Capital invested by funds: $3.47B → $4.29B (+$822M)

9% more funds holding

Funds holding: 276302 (+26)

1.08% more ownership

Funds ownership: 101.35%102.43% (+1.1%)

13% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 112

20% less call options, than puts

Call options by funds: $1.32M | Put options by funds: $1.64M

Holders
302
Holders Change
+26
Holders Change %
+9.42%
% of All Funds
5.26%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
55
Increased
98
Reduced
112
Closed
27
Calls
$1.32M
Puts
$1.64M
Net Calls
-$327K
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
76
Mutual of America Capital Management
New York
$5.66M -$216K -2,982 -4%
ACL
77
Azora Capital LP
Florida
$5.44M +$4.82M +66,538 New
Federated Hermes
78
Federated Hermes
Pennsylvania
$5.1M -$2M -27,655 -31%
PAMU
79
Pictet Asset Management (UK)
United Kingdom
$5.1M -$39.7K -549 -0.9%
Man Group
80
Man Group
United Kingdom
$4.97M +$1.31M +18,038 +42%
IP
81
Interval Partners
New York
$4.94M +$3.78M +52,159 +630%
UBS AM
82
UBS AM
Illinois
$4.88M +$308K +4,248 +8%
Holocene Advisors
83
Holocene Advisors
New York
$4.74M -$1.29M -17,805 -24%
MIP
84
Mondrian Investment Partners
United Kingdom
$4.74M
JP Morgan Chase
85
JP Morgan Chase
New York
$4.59M -$397K -5,486 -9%
Invesco
86
Invesco
Georgia
$4.32M +$20.1K +278 +0.5%
SBH
87
Segall Bryant & Hamill
Illinois
$4.29M +$229K +3,162 +6%
TPM
88
Triasima Portfolio Management
Quebec, Canada
$3.93M -$742K -10,250 -18%
SGI
89
Summit Global Investments
Utah
$3.91M -$123K -1,693 -3%
BU
90
BBVA USA
Alabama
$3.84M +$3.4M +46,905 New
CS
91
Credit Suisse
Switzerland
$3.8M +$202K +2,796 +6%
Deutsche Bank
92
Deutsche Bank
Germany
$3.41M +$161K +2,228 +6%
Truist Financial
93
Truist Financial
North Carolina
$3.39M -$67.7K -935 -2%
WLPWM
94
Walled Lake Planning & Wealth Management
Illinois
$3.32M +$32.9K +455 +1%
FNBT
95
FineMark National Bank & Trust
Florida
$3.22M +$2.85M +39,340 New
OAM
96
Oppenheimer Asset Management
New York
$3.18M +$87.5K +1,209 +3%
OSIA
97
O'Shares Investment Advisers
Massachusetts
$3.1M -$17.3K -239 -0.6%
Squarepoint
98
Squarepoint
New York
$2.98M +$2.64M +36,407 New
Swedbank
99
Swedbank
Sweden
$2.86M -$1.09M -15,000 -30%
Legal & General Group
100
Legal & General Group
United Kingdom
$2.86M +$9.27K +128 +0.4%