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Houlihan Lokey

323 hedge funds and large institutions have $3.71B invested in Houlihan Lokey in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 117 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

66% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $746K

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0.28% more ownership

Funds ownership: 98.8%99.08% (+0.28%)

0% more funds holding

Funds holding: 323323 (0)

3% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 117

4% less capital invested

Capital invested by funds: $3.86B → $3.71B (-$154M)

Holders
323
Holders Change
Holders Change %
0%
% of All Funds
5.56%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
37
Increased
113
Reduced
117
Closed
36
Calls
$1.24M
Puts
$746K
Net Calls
+$490K
Net Calls Change
-$749K
Name Holding Trade Value Shares
Change
Change in
Stake
Swedbank
76
Swedbank
Sweden
$4.52M
Man Group
77
Man Group
United Kingdom
$4.42M +$4.76M +58,713 New
D.E. Shaw & Co
78
D.E. Shaw & Co
New York
$4.4M +$3.02M +37,238 +176%
Stifel Financial
79
Stifel Financial
Missouri
$4.39M -$224K -2,768 -5%
UBS AM
80
UBS AM
Illinois
$4.23M -$1.05M -12,926 -19%
SO
81
STRS Ohio
Ohio
$3.96M -$16.2K -200 -0.4%
CS
82
Credit Suisse
Switzerland
$3.85M +$8.02K +99 +0.2%
Ohio Public Employees Retirement System (OPERS)
83
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.78M -$60.7K -749 -1%
Renaissance Technologies
84
Renaissance Technologies
New York
$3.77M -$235K -2,900 -5%
NIG
85
NFJ Investment Group
Texas
$3.54M -$503K -6,203 -12%
Legal & General Group
86
Legal & General Group
United Kingdom
$3.46M -$128K -1,575 -3%
FNBT
87
FineMark National Bank & Trust
Florida
$3.4M +$90.1K +1,112 +3%
WLPWM
88
Walled Lake Planning & Wealth Management
Illinois
$3.39M +$168K +2,074 +5%
SCP
89
Seizert Capital Partners
Michigan
$3.37M
Balyasny Asset Management
90
Balyasny Asset Management
Illinois
$3.25M +$623K +7,689 +22%
ACM
91
Argent Capital Management
Missouri
$3.16M +$2.19K +27 +0.1%
MOACM
92
Mutual of America Capital Management
New York
$3.15M +$205K +2,530 +6%
AA
93
ALPS Advisors
Colorado
$3.07M -$168K -2,079 -5%
Truist Financial
94
Truist Financial
North Carolina
$3.07M -$14.7K -182 -0.4%
WC
95
Weil Company
California
$3.06M +$66.1K +816 +2%
OAM
96
Oppenheimer Asset Management
New York
$3.05M +$32.2K +397 +1%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$2.74M +$972K +11,994 +49%
Two Sigma Investments
98
Two Sigma Investments
New York
$2.62M +$2.38M +29,423 +555%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$2.45M -$401K -4,944 -13%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$2.31M -$198K -2,444 -7%