We are live on ! Find out more
HLI icon

Houlihan Lokey

115 hedge funds and large institutions have $753M invested in Houlihan Lokey in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

503% more call options, than puts

Call options by funds: $211K | Put options by funds: $35K

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

22% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 36

11% more funds holding

Funds holding: 104115 (+11)

0% more capital invested

Capital invested by funds: $750M → $753M (+$2.99M)

12.86% less ownership

Funds ownership: 104.49%91.64% (-13%)

Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
2.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
44
Reduced
36
Closed
10
Calls
$211K
Puts
$35K
Net Calls
+$176K
Net Calls Change
-$312K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$61K
AIM
102
Acrospire Investment Management
Illinois
$55K -$44.1K -1,300 -45%
LTFS
103
Ladenburg Thalmann Financial Services
Florida
$37K +$2.44K +72 +7%
MAM
104
Meeder Asset Management
Ohio
$25K +$24.2K +714 New
Creative Planning
105
Creative Planning
Kansas
$24K
Citigroup
106
Citigroup
New York
$12K -$313K -9,221 -96%
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$11K +$7.06K +208 +186%
GI
108
Gradient Investments
Minnesota
$10K
Acadian Asset Management
109
Acadian Asset Management
Massachusetts
$6K -$4.29M -126,419 -100%
AG
110
Advisor Group
Arizona
$4K
DA
111
Denali Advisors
California
$4K
PFBT
112
Parkside Financial Bank & Trust
Missouri
$4K +$3.7K +109 New
MFW
113
Mosaic Family Wealth
Missouri
$3K
Federated Hermes
114
Federated Hermes
Pennsylvania
$1K
Alyeska Investment Group
115
Alyeska Investment Group
Illinois
-$7.06M -204,959 Closed
MCA
116
Mendon Capital Advisors
Florida
-$5.34M -154,982 Closed
Fidelity Investments
117
Fidelity Investments
Massachusetts
-$1.26M -36,700 Closed
ECA
118
Endeavour Capital Advisors
Connecticut
-$1.15M -33,310 Closed
CC
119
Cannell & Co
New York
-$551K -16,000 Closed
Mackenzie Financial
120
Mackenzie Financial
Ontario, Canada
-$358K -10,400 Closed
MWNA
121
Marshall Wace North America
New York
-$284K -8,347 Closed
Squarepoint
122
Squarepoint
New York
-$241K -7,000 Closed
Jane Street
123
Jane Street
New York
-$205K -5,963 Closed
ASN
124
Advisory Services Network
Georgia
-$9K -250 Closed
PA
125
Parallel Advisors
California
+$170 +5 New