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Houlihan Lokey

192 hedge funds and large institutions have $1.75B invested in Houlihan Lokey in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 80 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 21

60% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 50

28% more capital invested

Capital invested by funds: $1.36B → $1.75B (+$387M)

13% more funds holding

Funds holding: 170192 (+22)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.98% less ownership

Funds ownership: 106.95%101.97% (-5%)

Holders
192
Holders Change
+22
Holders Change %
+12.94%
% of All Funds
4.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
45
Increased
80
Reduced
50
Closed
21
Calls
$1.81M
Puts
Net Calls
+$1.81M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
101
American International Group
New York
$995K +$111K +2,318 +14%
Russell Investments Group
102
Russell Investments Group
United Kingdom
$977K -$219K -4,583 -19%
Invesco
103
Invesco
Georgia
$825K +$5.31K +111 +0.7%
BCM
104
Bridgeway Capital Management
Texas
$814K +$760K +15,900 New
Citigroup
105
Citigroup
New York
$791K -$129K -2,704 -15%
CL
106
CIM LLC
New York
$771K +$66.3K +1,386 +10%
BTS
107
BB&T Securities
Virginia
$749K +$127K +2,657 +22%
ADEF
108
Adams Diversified Equity Fund
Maryland
$743K +$693K +14,500 New
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$742K +$148K +3,096 +27%
MIM
110
MetLife Investment Management
New Jersey
$708K +$91.3K +1,908 +16%
DCM
111
Dupont Capital Management
Delaware
$691K
GCP
112
GSA Capital Partners
United Kingdom
$683K -$1.9M -39,732 -75%
WG
113
Winton Group
United Kingdom
$653K -$634K -13,251 -51%
Wellington Management Group
114
Wellington Management Group
Massachusetts
$631K -$596K -12,453 -50%
BUB
115
BBVA USA Bancshares
Texas
$618K +$577K +12,067 New
AG
116
Algert Global
California
$604K +$9.56K +200 +2%
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$575K +$35.7K +747 +7%
BF
118
BOK Financial
Oklahoma
$564K +$102K +2,128 +24%
AIM
119
Assured Investment Management
New York
$553K -$105K -2,202 -17%
AW
120
Alpha Windward
Massachusetts
$535K -$23K -480 -4%
SCC
121
Spring Creek Capital
Kansas
$532K +$497K +10,388 New
RFC
122
Regions Financial Corp
Alabama
$501K +$467K +9,761 +48,805%
MLICM
123
Metropolitan Life Insurance Company (MetLife)
New York
$500K +$57.8K +1,209 +14%
Grantham, Mayo, Van Otterloo & Co (GMO)
124
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$497K -$206K -4,300 -31%
OAM
125
Origin Asset Management
United Kingdom
$478K