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Houlihan Lokey

334 hedge funds and large institutions have $4.28B invested in Houlihan Lokey in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 118 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $1.73M | Put options by funds: $540K

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

15% more capital invested

Capital invested by funds: $3.71B → $4.28B (+$570M)

3% more funds holding

Funds holding: 323334 (+11)

0.99% more ownership

Funds ownership: 99.08%100.07% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 118

Holders
334
Holders Change
+11
Holders Change %
+3.41%
% of All Funds
5.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
53
Increased
118
Reduced
118
Closed
37
Calls
$1.73M
Puts
$540K
Net Calls
+$1.19M
Net Calls Change
+$704K
Name Holding Trade Value Shares
Change
Change in
Stake
Man Group
76
Man Group
United Kingdom
$4.35M -$794K -8,838 -15%
Legal & General Group
77
Legal & General Group
United Kingdom
$4.23M +$231K +2,565 +6%
Citadel Advisors
78
Citadel Advisors
Florida
$4.16M -$54.6M -606,980 -93%
FNBT
79
FineMark National Bank & Trust
Florida
$4M +$66.4K +739 +2%
AA
80
ALPS Advisors
Colorado
$3.96M +$419K +4,664 +11%
WLPWM
81
Walled Lake Planning & Wealth Management
Illinois
$3.92M +$629 +7 +0%
NIG
82
NFJ Investment Group
Texas
$3.74M -$302K -3,364 -7%
MOACM
83
Mutual of America Capital Management
New York
$3.69M +$51.1K +569 +1%
SCP
84
Seizert Capital Partners
Michigan
$3.58M -$327K -3,634 -8%
Truist Financial
85
Truist Financial
North Carolina
$3.54M -$2.61K -29 -0.1%
WC
86
Weil Company
California
$3.46M -$72.8K -810 -2%
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$3.43M +$265K +2,950 +8%
American Century Companies
88
American Century Companies
Missouri
$3.37M -$4.39M -48,821 -56%
OAM
89
Oppenheimer Asset Management
New York
$3.33M -$203K -2,258 -6%
Deutsche Bank
90
Deutsche Bank
Germany
$3.33M +$1.2M +13,395 +54%
Fiera Capital (Canada)
91
Fiera Capital (Canada)
Quebec, Canada
$3.29M -$64.1K -713 -2%
PCM
92
Prana Capital Management
Connecticut
$2.82M +$2.38M +26,476 +447%
Two Sigma Advisers
93
Two Sigma Advisers
New York
$2.67M +$270K +3,000 +11%
Ohio Public Employees Retirement System (OPERS)
94
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.63M -$1.8M -19,982 -40%
Osaic Holdings
95
Osaic Holdings
Arizona
$2.53M -$57.6K -641 -2%
State of New Jersey Common Pension Fund D
96
State of New Jersey Common Pension Fund D
New Jersey
$2.51M
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$2.43M -$417K -4,641 -14%
LPL Financial
98
LPL Financial
California
$2.39M -$33.3K -370 -1%
HighTower Advisors
99
HighTower Advisors
Illinois
$2.38M -$86.8K -966 -3%
US Bancorp
100
US Bancorp
Minnesota
$2.35M +$60K +667 +3%