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Houlihan Lokey

276 hedge funds and large institutions have $3.47B invested in Houlihan Lokey in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 113 increasing their positions, 92 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $1.18M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 92

2.38% more ownership

Funds ownership: 98.97%101.35% (+2.4%)

2% more capital invested

Capital invested by funds: $3.41B → $3.47B (+$60.1M)

4% less funds holding

Funds holding: 289276 (-13)

22% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 45

Holders
276
Holders Change
-13
Holders Change %
-4.5%
% of All Funds
4.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
35
Increased
113
Reduced
92
Closed
45
Calls
$2.43M
Puts
$1.18M
Net Calls
+$1.25M
Net Calls Change
-$2.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
101
Mirae Asset Global Investments
South Korea
$2.19M +$1.76M +26,096 +384%
AG
102
AlphaSimPlex Group
Massachusetts
$2.12M -$132K -1,959 -6%
BCI
103
Brinker Capital Investments
Pennsylvania
$2.09M +$235K +3,484 +12%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$2.09M +$345K +5,114 +19%
HighTower Advisors
105
HighTower Advisors
Illinois
$2.02M +$99.3K +1,471 +5%
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.95M -$106K -1,568 -5%
HA
107
Harbor Advisors
Florida
$1.66M
IWA
108
Intercontinental Wealth Advisors
Texas
$1.64M +$27.7K +411 +2%
GTCM
109
Gyon Technologies Capital Management
New Jersey
$1.61M +$1.63M +24,195 New
WG
110
Winton Group
United Kingdom
$1.59M +$116K +1,726 +8%
Osaic Holdings
111
Osaic Holdings
Arizona
$1.58M +$15.7K +232 +1%
JMPWA
112
JP Morgan Private Wealth Advisors
California
$1.5M -$63.8K -946 -4%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$1.5M -$162K -2,399 -10%
US Bancorp
114
US Bancorp
Minnesota
$1.47M -$90K -1,333 -6%
RFC
115
Regions Financial Corp
Alabama
$1.45M +$14K +208 +1%
AQR Capital Management
116
AQR Capital Management
Connecticut
$1.42M -$376K -5,579 -21%
NIPH
117
NN Investment Partners Holdings
Netherlands
$1.41M +$13.5K +200 +1%
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$1.39M +$22.8K +338 +2%
Skandinaviska Enskilda Banken (SEB)
119
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.38M
AWM
120
Avior Wealth Management
Nebraska
$1.38M
CF
121
CNA Financial
Illinois
$1.38M
CC
122
Cannell & Co
New York
$1.34M
MIM
123
MetLife Investment Management
New Jersey
$1.34M -$105K -1,553 -7%
GC
124
Globeflex Capital
California
$1.3M +$1.32M +19,560 New
WT
125
Whittier Trust
California
$1.29M +$142K +2,100 +12%