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Houlihan Lokey

323 hedge funds and large institutions have $3.86B invested in Houlihan Lokey in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 107 increasing their positions, 136 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $2.01M | Put options by funds: $773K

0.47% less ownership

Funds ownership: 99.27%98.8% (-0.47%)

6% less funds holding

Funds holding: 343323 (-20)

13% less capital invested

Capital invested by funds: $4.42B → $3.86B (-$556M)

21% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 136

22% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 55

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
323
Holders Change
-20
Holders Change %
-5.83%
% of All Funds
5.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
43
Increased
107
Reduced
136
Closed
55
Calls
$2.01M
Puts
$773K
Net Calls
+$1.24M
Net Calls Change
-$237K
Name Holding Trade Value Shares
Change
Change in
Stake
Swedbank
76
Swedbank
Sweden
$4.74M +$2.51M +30,000 +100%
Invesco
77
Invesco
Georgia
$4.27M -$252K -3,012 -5%
RJA
78
Raymond James & Associates
Florida
$4.21M -$128K -1,532 -3%
Renaissance Technologies
79
Renaissance Technologies
New York
$4.17M -$6.87M -82,200 -61%
SO
80
STRS Ohio
Ohio
$4.16M -$66.9K -800 -1%
NIG
81
NFJ Investment Group
Texas
$4.14M -$60.2K -720 -1%
CS
82
Credit Suisse
Switzerland
$4.02M -$39.7K -475 -0.9%
Ohio Public Employees Retirement System (OPERS)
83
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.01M +$61.5K +736 +1%
Legal & General Group
84
Legal & General Group
United Kingdom
$3.75M -$28.1K -336 -0.7%
Fidelity International
85
Fidelity International
Bermuda
$3.74M +$3.93M +46,989 +11,747%
SCP
86
Seizert Capital Partners
Michigan
$3.53M +$841K +10,064 +29%
FNBT
87
FineMark National Bank & Trust
Florida
$3.47M +$86K +1,029 +2%
WLPWM
88
Walled Lake Planning & Wealth Management
Illinois
$3.38M +$187K +2,236 +6%
AA
89
ALPS Advisors
Colorado
$3.38M +$3.28M +39,226 +1,098%
ACM
90
Argent Capital Management
Missouri
$3.3M -$37.3K -446 -1%
Truist Financial
91
Truist Financial
North Carolina
$3.23M +$269K +3,218 +9%
NA
92
NewEdge Advisors
Louisiana
$3.19M -$21.9M -262,507 -87%
OAM
93
Oppenheimer Asset Management
New York
$3.16M -$170K -2,030 -5%
WC
94
Weil Company
California
$3.13M +$433K +5,176 +15%
Fiera Capital (Canada)
95
Fiera Capital (Canada)
Quebec, Canada
$3.11M -$75.8K -906 -2%
MOACM
96
Mutual of America Capital Management
New York
$3.1M -$2.13M -25,508 -39%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$2.96M -$615K -7,351 -16%
Balyasny Asset Management
98
Balyasny Asset Management
Illinois
$2.8M +$2.96M +35,458 New
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$2.61M -$1.12M -13,337 -29%
Osaic Holdings
100
Osaic Holdings
Arizona
$2.54M +$65.2K +780 +2%