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Houlihan Lokey

323 hedge funds and large institutions have $3.71B invested in Houlihan Lokey in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 117 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

66% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $746K

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0.28% more ownership

Funds ownership: 98.8%99.08% (+0.28%)

0% more funds holding

Funds holding: 323323 (0)

3% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 117

4% less capital invested

Capital invested by funds: $3.86B → $3.71B (-$154M)

Holders
323
Holders Change
Holders Change %
0%
% of All Funds
5.56%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
37
Increased
113
Reduced
117
Closed
36
Calls
$1.24M
Puts
$746K
Net Calls
+$490K
Net Calls Change
-$749K
Name Holding Trade Value Shares
Change
Change in
Stake
SSA
101
Schonfeld Strategic Advisors
New York
$2.26M +$2.43M +30,000 New
Osaic Holdings
102
Osaic Holdings
Arizona
$2.23M -$212K -2,614 -8%
Janus Henderson Group
103
Janus Henderson Group
United Kingdom
$2.23M +$1.21M +14,925 +102%
State of New Jersey Common Pension Fund D
104
State of New Jersey Common Pension Fund D
New Jersey
$2.17M
HighTower Advisors
105
HighTower Advisors
Illinois
$2.13M -$75.4K -931 -3%
LPL Financial
106
LPL Financial
California
$2.1M +$57.9K +714 +3%
Two Sigma Advisers
107
Two Sigma Advisers
New York
$2.08M +$1.38M +17,000 +160%
JMPWA
108
JP Morgan Private Wealth Advisors
California
$2.05M -$119K -1,471 -5%
MIM
109
MetLife Investment Management
New Jersey
$2.05M +$89.1K +1,100 +4%
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$2.02M +$1.06M +13,038 +94%
US Bancorp
111
US Bancorp
Minnesota
$1.98M -$250K -3,090 -11%
WT
112
Whittier Trust
California
$1.98M +$109K +1,349 +5%
Fiera Capital (Canada)
113
Fiera Capital (Canada)
Quebec, Canada
$1.92M -$77.6K -958 -2%
Lazard Asset Management
114
Lazard Asset Management
New York
$1.9M -$312K -3,853 -13%
HA
115
Harbor Advisors
Florida
$1.89M
Deutsche Bank
116
Deutsche Bank
Germany
$1.87M -$434K -5,356 -18%
AIG
117
American International Group
New York
$1.79M -$10.2K -126 -0.5%
Squarepoint
118
Squarepoint
New York
$1.73M +$1.17M +14,436 +170%
T. Rowe Price Associates
119
T. Rowe Price Associates
Maryland
$1.7M -$110M -1,357,648 -98%
RFC
120
Regions Financial Corp
Alabama
$1.7M +$111K +1,376 +7%
Mirae Asset Global Investments
121
Mirae Asset Global Investments
South Korea
$1.62M +$523K +6,460 +43%
Manulife (Manufacturers Life Insurance)
122
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.54M -$26.8K -331 -2%
Aviva
123
Aviva
United Kingdom
$1.51M -$362K -4,465 -18%
VOYA Investment Management
124
VOYA Investment Management
Georgia
$1.47M +$162 +2 +0%
MML Investors Services
125
MML Investors Services
Massachusetts
$1.45M +$136K +1,684 +10%