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Houlihan Lokey

153 hedge funds and large institutions have $1.21B invested in Houlihan Lokey in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 14

66% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 38

36% more capital invested

Capital invested by funds: $894M → $1.21B (+$320M)

21% more funds holding

Funds holding: 126153 (+27)

8.67% more ownership

Funds ownership: 92.02%100.69% (+8.7%)

Holders
153
Holders Change
+27
Holders Change %
+21.43%
% of All Funds
3.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
41
Increased
63
Reduced
38
Closed
14
Calls
$930K
Puts
Net Calls
+$930K
Net Calls Change
+$539K
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
101
Origin Asset Management
United Kingdom
$424K +$400K +9,342 New
Barclays
102
Barclays
United Kingdom
$422K +$365K +8,525 +1,132%
Teacher Retirement System of Texas
103
Teacher Retirement System of Texas
Texas
$409K +$385K +8,994 New
CI
104
Cigna Investments
Connecticut
$406K
MLICM
105
Metropolitan Life Insurance Company (MetLife)
New York
$389K -$369K -8,631 -50%
MC
106
Menta Capital
California
$386K -$743K -17,370 -67%
ECM
107
ETrade Capital Management
Virginia
$359K +$64.7K +1,512 +24%
Invesco
108
Invesco
Georgia
$354K +$3.72K +87 +1%
MAM
109
Martingale Asset Management
Massachusetts
$309K +$291K +6,800 New
Legal & General Group
110
Legal & General Group
United Kingdom
$308K +$28.5K +666 +11%
KI
111
Koch Industries
Kansas
$306K +$289K +6,743 New
Victory Capital Management
112
Victory Capital Management
Texas
$299K +$24.5K +572 +10%
QC
113
Quadrature Capital
United Kingdom
$297K +$280K +6,535 New
Capital Fund Management (CFM)
114
Capital Fund Management (CFM)
France
$291K -$8.56K -200 -3%
JMPWA
115
JP Morgan Private Wealth Advisors
California
$278K -$23.5K -549 -8%
Robeco Institutional Asset Management
116
Robeco Institutional Asset Management
Netherlands
$261K +$245K +5,737 New
HSBC Holdings
117
HSBC Holdings
United Kingdom
$257K +$17.1K +400 +8%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$253K
ACI
119
AMP Capital Investors
Australia
$245K +$231K +5,400 New
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$243K +$108K +2,520 +89%
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$229K -$292K -6,815 -58%
Parallax Volatility Advisers
122
Parallax Volatility Advisers
California
$185K +$174K +4,074 New
Canada Life
123
Canada Life
Manitoba, Canada
$171K
AG
124
Advisor Group
Arizona
$166K +$35K +817 +29%
Envestnet Asset Management
125
Envestnet Asset Management
Illinois
$119K +$105K +2,446 +1,374%