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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: 170 → 192 (+22)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (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
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$34.5M |
| 2 |
EARNEST Partners
Atlanta,
Georgia
|
+$21.6M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$20.2M |
| 4 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$18.3M |
| 5 |
BlackRock
New York
|
+$18.2M |
Top Sellers
| 1 |
OCU
ORIX Corporation USA
Dallas,
Texas
|
-$16.9M |
| 2 |
LCM
Laurion Capital Management
New York
|
-$13.4M |
| 3 |
SCA
Secor Capital Advisors
New York
|
-$6.43M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.11M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$5.57M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KI
201
Koch Industries
Wichita,
Kansas
| – | -$623K | -13,974 | Closed |
|
|
TI
202
Trexquant Investment
Stamford,
Connecticut
| – | -$324K | -7,262 | Closed |
|
203
Robeco Institutional Asset Management
Rotterdam,
Netherlands
| – | -$256K | -5,737 | Closed |
|
204
Tudor Investment Corp
Stamford,
Connecticut
| – | -$225K | -5,054 | Closed |
|
|
EMG
205
Ellington Management Group
Old Greenwich,
Connecticut
| – | -$219K | -4,900 | Closed |
|
|
FRM
206
Fox Run Management
Greenwich,
Connecticut
| – | -$210K | -4,700 | Closed |
|
207
SG Americas Securities
New York
| – | -$109K | -2,443 | Closed |
|
|
NIT
208
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| – | -$70K | -1,600 | Closed |
|
|
QT
209
Quantbot Technologies
New York
| – | -$56K | -1,262 | Closed |
|
210
Simplex Trading
Chicago,
Illinois
| – | -$43K | -899 | Closed |
|
|
SWP
211
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$10K | -222 | Closed |
|
|
ML
212
McAdam LLC
Philadelphia,
Pennsylvania
| – | -$1K | -31 | Closed |
|
|
FGAM
213
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$1K | -15 | Closed |
|