Houlihan Lokey
258 hedge funds and large institutions have $3B invested in Houlihan Lokey in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 116 increasing their positions, 83 reducing their positions, and 51 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
6% less funds holding
Funds holding: 274 → 258 (-16)
31% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 51
51% less call options, than puts
Call options by funds: $431K | Put options by funds: $880K
Holders
258
Holding in Top 10
2
Calls
$431K
Puts
$880K
Top Buyers
| 1 | +$54.8M | |
| 2 | +$24M | |
| 3 | +$23.4M | |
| 4 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$18.1M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$13.8M |
Top Sellers
| 1 | -$39.6M | |
| 2 | -$23.4M | |
| 3 | -$14.4M | |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$12.4M |
| 5 |
RA
Royce & Associates
New York
|
-$10.9M |