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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
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$1.25M -$1.99M -29,428 -61%
PL
127
Polianta Ltd
Jersey
$1.23M +$1.25M +18,500 New
DA
128
Duality Advisers
Florida
$1.2M +$975K +14,446 +400%
Prudential Financial
129
Prudential Financial
New Jersey
$1.1M +$16.7K +247 +2%
BF
130
BOK Financial
Oklahoma
$1.1M +$22.5K +333 +2%
AIP
131
Ameritas Investment Partners
Nebraska
$1.07M -$10.1K -150 -0.9%
CSS
132
Cubist Systematic Strategies
Connecticut
$1.03M -$628K -9,300 -38%
GWM
133
Geneos Wealth Management
Colorado
$1.01M -$40.8K -604 -4%
ASRS
134
Arizona State Retirement System
Arizona
$994K +$9.65K +143 +1%
AWCI
135
Alpine Woods Capital Investors
New York
$980K +$40.2K +596 +4%
LPL Financial
136
LPL Financial
California
$962K +$263K +3,896 +37%
GT
137
Glenmede Trust
Pennsylvania
$958K +$116K +1,722 +14%
MLICM
138
Metropolitan Life Insurance Company (MetLife)
New York
$950K -$39.4K -584 -4%
JCIA
139
Jackson Creek Investment Advisors
Colorado
$937K -$28.4K -421 -3%
ProShare Advisors
140
ProShare Advisors
Maryland
$920K +$160K +2,368 +21%
Fidelity International
141
Fidelity International
Bermuda
$876K -$68.8K -1,020 -7%
PCA
142
Pallas Capital Advisors
Massachusetts
$869K +$877K +13,003 New
AWM
143
AE Wealth Management
Kansas
$849K -$97K -1,438 -10%
MML Investors Services
144
MML Investors Services
Massachusetts
$847K +$76.5K +1,133 +10%
TFA
145
Teamwork Financial Advisors
Texas
$843K -$98.3K -1,457 -10%
CANY
146
Caxton Associates (New York)
New York
$834K +$583K +8,638 +222%
OSAM
147
O'Shaughnessy Asset Management
Connecticut
$815K -$70.9K -1,050 -8%
Voloridge Investment Management
148
Voloridge Investment Management
Florida
$799K -$3.31M -49,030 -80%
VFA
149
Voya Financial Advisors
Connecticut
$758K +$121K +1,793 +19%
MAM
150
Martingale Asset Management
Massachusetts
$747K +$13.7K +203 +2%