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Houlihan Lokey

192 hedge funds and large institutions have $1.75B invested in Houlihan Lokey in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 80 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 21

60% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 50

28% more capital invested

Capital invested by funds: $1.36B → $1.75B (+$387M)

13% more funds holding

Funds holding: 170192 (+22)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.98% less ownership

Funds ownership: 106.95%101.97% (-5%)

Holders
192
Holders Change
+22
Holders Change %
+12.94%
% of All Funds
4.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
45
Increased
80
Reduced
50
Closed
21
Calls
$1.81M
Puts
Net Calls
+$1.81M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Avior Wealth Management
Nebraska
$478K +$55K +1,151 +14%
Bessemer Group
127
Bessemer Group
New Jersey
$451K
CSS
128
Cubist Systematic Strategies
Connecticut
$429K +$400K +8,370 New
FA
129
FDx Advisors
Illinois
$415K +$85.1K +1,779 +28%
NA
130
Navellier & Associates
Nevada
$403K +$29.6K +619 +9%
William Blair & Company
131
William Blair & Company
Illinois
$382K +$60.5K +1,264 +20%
ECM
132
ETrade Capital Management
Virginia
$377K +$1.72K +36 +0.5%
IR
133
Invictus RG
Bermuda
$370K +$346K +7,230 New
LCG
134
Lisanti Capital Growth
New York
$358K +$334K +6,980 New
VFA
135
Voya Financial Advisors
Connecticut
$356K +$331K +6,928 New
Teacher Retirement System of Texas
136
Teacher Retirement System of Texas
Texas
$346K +$42.9K +896 +15%
HI
137
HBK Investments
Texas
$321K -$766K -16,026 -72%
Verition Fund Management
138
Verition Fund Management
Connecticut
$314K -$127K -2,648 -30%
CIM
139
CIM Investment Management
Pennsylvania
$309K +$289K +6,037 New
HP
140
Hikari Power
Japan
$294K +$275K +5,740 New
BRWA
141
B. Riley Wealth Advisors
Florida
$278K +$7.94K +166 +3%
Envestnet Asset Management
142
Envestnet Asset Management
Illinois
$270K +$36.4K +762 +17%
USAA
143
United Services Automobile Association
Texas
$269K
Barclays
144
Barclays
United Kingdom
$257K -$299K -6,252 -55%
OC
145
Oppenheimer & Co
New York
$255K +$2.54K +53 +1%
XK
146
Xact Kapitalforvaltning
Sweden
$249K +$232K +4,858 New
Capital Fund Management (CFM)
147
Capital Fund Management (CFM)
France
$246K +$230K +4,800 New
CA
148
Calton & Associates
Florida
$244K +$243K +5,089 New
Legal & General Group
149
Legal & General Group
United Kingdom
$239K -$15.4K -323 -6%
BCM
150
Bayesian Capital Management
New York
$237K +$221K +4,629 New