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Houlihan Lokey

188 hedge funds and large institutions have $1.88B invested in Houlihan Lokey in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 70 increasing their positions, 46 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

52% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 46

12% more funds holding

Funds holding: 168188 (+20)

7% more capital invested

Capital invested by funds: $1.76B → $1.88B (+$118M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.34% less ownership

Funds ownership: 111.25%109.91% (-1.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.45M

Holders
188
Holders Change
+20
Holders Change %
+11.9%
% of All Funds
4.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
46
Increased
70
Reduced
46
Closed
24
Calls
Puts
$2.45M
Net Calls
-$2.45M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Avior Wealth Management
Nebraska
$802K
JMPWA
102
JP Morgan Private Wealth Advisors
California
$799K -$335K -7,163 -29%
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$791K +$830K +17,760 New
RFC
104
Regions Financial Corp
Alabama
$768K +$10.9K +234 +1%
HIM
105
Hillsdale Investment Management
Ontario, Canada
$757K +$794K +17,000 New
US Bancorp
106
US Bancorp
Minnesota
$753K +$39.7K +850 +5%
BF
107
BOK Financial
Oklahoma
$749K -$117K -2,501 -13%
Connor, Clark & Lunn Investment Management (CC&L)
108
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$696K +$730K +15,625 New
MIM
109
MetLife Investment Management
New Jersey
$671K
HighTower Advisors
110
HighTower Advisors
Illinois
$655K +$231K +4,946 +51%
GCP
111
GSA Capital Partners
United Kingdom
$639K +$671K +14,354 New
PPA
112
Parametric Portfolio Associates
Washington
$609K +$72.6K +1,554 +13%
KC
113
Kepos Capital
New York
$593K +$623K +13,327 New
FA
114
FDx Advisors
Illinois
$588K -$7.94K -170 -1%
DTL
115
Dynamic Technology Lab
Singapore
$580K +$609K +13,036 New
VFA
116
Voya Financial Advisors
Connecticut
$543K -$11.5K -247 -2%
Calamos Advisors
117
Calamos Advisors
Illinois
$490K
MLICM
118
Metropolitan Life Insurance Company (MetLife)
New York
$482K
State Board of Administration of Florida Retirement System
119
State Board of Administration of Florida Retirement System
Florida
$470K +$493K +10,558 New
BCM
120
Brookstone Capital Management
Illinois
$468K +$115K +2,455 +30%
AW
121
Alpha Windward
Massachusetts
$455K -$25.2K -540 -5%
Acadian Asset Management
122
Acadian Asset Management
Massachusetts
$428K +$449K +9,610 New
State of Tennessee, Department of Treasury
123
State of Tennessee, Department of Treasury
Tennessee
$400K +$290K +6,203 +223%
BCM
124
Bayesian Capital Management
New York
$364K +$382K +8,184 New
Voloridge Investment Management
125
Voloridge Investment Management
Florida
$363K +$381K +8,144 New