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Houlihan Lokey

323 hedge funds and large institutions have $3.86B invested in Houlihan Lokey in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 107 increasing their positions, 136 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $2.01M | Put options by funds: $773K

0.47% less ownership

Funds ownership: 99.27%98.8% (-0.47%)

6% less funds holding

Funds holding: 343323 (-20)

13% less capital invested

Capital invested by funds: $4.42B → $3.86B (-$556M)

21% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 136

22% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 55

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
323
Holders Change
-20
Holders Change %
-5.83%
% of All Funds
5.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
43
Increased
107
Reduced
136
Closed
55
Calls
$2.01M
Puts
$773K
Net Calls
+$1.24M
Net Calls Change
-$237K
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
101
Deutsche Bank
Germany
$2.38M -$8.47M -101,335 -77%
US Bancorp
102
US Bancorp
Minnesota
$2.31M +$32K +383 +1%
HighTower Advisors
103
HighTower Advisors
Illinois
$2.3M -$50.6K -605 -2%
Lazard Asset Management
104
Lazard Asset Management
New York
$2.29M -$3.47M -41,524 -59%
State of New Jersey Common Pension Fund D
105
State of New Jersey Common Pension Fund D
New Jersey
$2.27M
JMPWA
106
JP Morgan Private Wealth Advisors
California
$2.27M -$3.57M -42,748 -60%
LPL Financial
107
LPL Financial
California
$2.14M -$1.19M -14,215 -34%
MIM
108
MetLife Investment Management
New Jersey
$2.06M -$102K -1,215 -4%
Los Angeles Capital Management
109
Los Angeles Capital Management
California
$2.05M -$1.36M -16,224 -38%
Assenagon Asset Management
110
Assenagon Asset Management
Luxembourg
$2.02M +$2.14M +25,563 New
HA
111
Harbor Advisors
Florida
$1.97M
VIA
112
Vident Investment Advisory
Georgia
$1.97M +$169K +2,023 +9%
WT
113
Whittier Trust
California
$1.96M +$34.5K +413 +2%
Aviva
114
Aviva
United Kingdom
$1.93M +$179K +2,137 +10%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$1.93M +$96.9K +1,159 +5%
AIG
116
American International Group
New York
$1.88M -$125K -1,492 -6%
PA
117
Paragon Advisors
Texas
$1.87M -$1.45M -17,381 -42%
PAMS
118
Pictet Asset Management (Switzerland)
Switzerland
$1.73M -$1.55M -18,553 -46%
D.E. Shaw & Co
119
D.E. Shaw & Co
New York
$1.67M -$2.76M -32,983 -61%
RFC
120
Regions Financial Corp
Alabama
$1.67M -$263K -3,141 -13%
GPGA
121
Grandeur Peak Global Advisors
Utah
$1.66M -$1.64M -19,581 -48%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$1.66M -$29K -347 -2%
Manulife (Manufacturers Life Insurance)
123
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.64M -$28.3K -338 -2%
RG
124
Renaissance Group
Kentucky
$1.6M +$63.8K +763 +4%
VOYA Investment Management
125
VOYA Investment Management
Georgia
$1.54M -$56.4K -675 -3%