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Houlihan Lokey

334 hedge funds and large institutions have $4.28B invested in Houlihan Lokey in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 118 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $1.73M | Put options by funds: $540K

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

15% more capital invested

Capital invested by funds: $3.71B → $4.28B (+$570M)

3% more funds holding

Funds holding: 323334 (+11)

0.99% more ownership

Funds ownership: 99.08%100.07% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 118

Holders
334
Holders Change
+11
Holders Change %
+3.41%
% of All Funds
5.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
53
Increased
118
Reduced
118
Closed
37
Calls
$1.73M
Puts
$540K
Net Calls
+$1.19M
Net Calls Change
+$704K
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
101
JP Morgan Private Wealth Advisors
California
$2.32M -$50.3K -560 -2%
WT
102
Whittier Trust
California
$2.3M +$17.6K +196 +0.7%
MIM
103
MetLife Investment Management
New Jersey
$2.28M -$84.1K -936 -3%
Principal Financial Group
104
Principal Financial Group
Iowa
$2.25M +$1.67M +18,531 +256%
BC
105
Brookfield Corp
Ontario, Canada
$2.19M +$2.26M +25,160 New
HA
106
Harbor Advisors
Florida
$2.18M
T. Rowe Price Associates
107
T. Rowe Price Associates
Maryland
$2.07M +$104K +1,159 +5%
AIG
108
American International Group
New York
$2.06M -$7.73K -86 -0.4%
Barclays
109
Barclays
United Kingdom
$2.01M +$568K +6,320 +38%
D.E. Shaw & Co
110
D.E. Shaw & Co
New York
$1.95M -$3.24M -36,014 -62%
Two Sigma Investments
111
Two Sigma Investments
New York
$1.92M -$1.15M -12,746 -37%
RFC
112
Regions Financial Corp
Alabama
$1.88M -$81.6K -908 -4%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$1.88M -$281K -3,124 -14%
Mirae Asset Global Investments
114
Mirae Asset Global Investments
South Korea
$1.88M
Victory Capital Management
115
Victory Capital Management
Texas
$1.85M +$1.4M +15,558 +276%
Manulife (Manufacturers Life Insurance)
116
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.75M -$32.9K -366 -2%
VOYA Investment Management
117
VOYA Investment Management
Georgia
$1.7M
MML Investors Services
118
MML Investors Services
Massachusetts
$1.67M -$10.4K -116 -0.6%
Teacher Retirement System of Texas
119
Teacher Retirement System of Texas
Texas
$1.66M +$442K +4,919 +35%
IMRF
120
Illinois Municipal Retirement Fund
Illinois
$1.65M
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$1.65M +$12K +134 +0.7%
RG
122
Renaissance Group
Kentucky
$1.59M +$24.7K +275 +2%
GWM
123
Geneos Wealth Management
Colorado
$1.56M +$92.5K +1,029 +6%
BF
124
BOK Financial
Oklahoma
$1.52M -$18.6K -207 -1%
DC
125
Davenport & Co
Virginia
$1.51M -$114K -1,264 -7%