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Houlihan Lokey

159 hedge funds and large institutions have $1.26B invested in Houlihan Lokey in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 59

1.12% less ownership

Funds ownership: 100.15%99.03% (-1.1%)

4% less funds holding

Funds holding: 166159 (-7)

18% less capital invested

Capital invested by funds: $1.54B → $1.26B (-$279M)

19% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 31

Holders
159
Holders Change
-7
Holders Change %
-4.22%
% of All Funds
3.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
59
Reduced
59
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ADEF
101
Adams Diversified Equity Fund
Maryland
$519K -$24.5K -600 -4%
AFNAS
102
American Financial Network Advisory Services
California
$511K -$42.9K -1,052 -7%
First Trust Advisors
103
First Trust Advisors
Illinois
$472K -$3.01M -73,890 -85%
BTS
104
BB&T Securities
Virginia
$470K -$97.3K -2,387 -16%
QSS
105
Quantitative Systematic Strategies
Florida
$466K -$446K -10,951 -46%
DTL
106
Dynamic Technology Lab
Singapore
$443K +$491K +12,037 New
MLICM
107
Metropolitan Life Insurance Company (MetLife)
New York
$398K
QCM
108
Quantinno Capital Management
New York
$356K +$395K +9,686 New
VFA
109
Voya Financial Advisors
Connecticut
$352K +$35.8K +877 +10%
AQR Capital Management
110
AQR Capital Management
Connecticut
$345K -$717K -17,600 -65%
AWM
111
Avior Wealth Management
Nebraska
$343K
WG
112
Winton Group
United Kingdom
$316K -$316K -7,749 -47%
State of Tennessee, Department of Treasury
113
State of Tennessee, Department of Treasury
Tennessee
$304K +$337K +8,271 New
OAM
114
Origin Asset Management
United Kingdom
$303K -$44.8K -1,100 -12%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$293K +$325K +7,965 New
ECM
116
ETrade Capital Management
Virginia
$288K -$1.55K -38 -0.5%
HighTower Advisors
117
HighTower Advisors
Illinois
$287K +$98.2K +2,409 +45%
William Blair & Company
118
William Blair & Company
Illinois
$276K -$7.66K -188 -2%
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$271K +$11K +270 +4%
XK
120
Xact Kapitalforvaltning
Sweden
$271K +$102K +2,500 +51%
BCM
121
Brookstone Capital Management
Illinois
$238K +$31.2K +766 +13%
JIR
122
James Investment Research
Ohio
$236K -$10M -245,611 -97%
Legal & General Group
123
Legal & General Group
United Kingdom
$225K +$32.9K +807 +15%
CIM
124
CIM Investment Management
Pennsylvania
$222K
HSBC Holdings
125
HSBC Holdings
United Kingdom
$222K +$29.6K +725 +14%