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Houlihan Lokey

159 hedge funds and large institutions have $1.26B invested in Houlihan Lokey in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 59

1.12% less ownership

Funds ownership: 100.15%99.03% (-1.1%)

4% less funds holding

Funds holding: 166159 (-7)

18% less capital invested

Capital invested by funds: $1.54B → $1.26B (-$279M)

19% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 31

Holders
159
Holders Change
-7
Holders Change %
-4.22%
% of All Funds
3.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
59
Reduced
59
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$115M +$1.9M +46,707 +2%
BlackRock
2
BlackRock
New York
$88.3M +$1.42M +34,926 +1%
Ameriprise
3
Ameriprise
Minnesota
$83.9M +$1.5M +36,736 +2%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$68.2M +$5.45M +133,768 +8%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$58.8M +$18.5M +453,540 +40%
AI
6
Ariel Investments
Illinois
$53.5M +$2.64M +64,780 +5%
BAMCO Inc
7
BAMCO Inc
New York
$44.9M -$69.3K -1,700 -0.1%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$42.8M -$1.48M -36,286 -3%
VOYA Investment Management
9
VOYA Investment Management
Georgia
$41.9M -$8.84M -216,794 -16%
BAM
10
Burgundy Asset Management
Ontario, Canada
$39.3M +$266K +6,530 +0.6%
AllianceBernstein
11
AllianceBernstein
Tennessee
$38.2M +$678K +16,636 +2%
RA
12
Royce & Associates
New York
$35.1M +$9.25M +226,952 +31%
Goldman Sachs
13
Goldman Sachs
New York
$33.7M +$1.54M +37,788 +4%
WHG
14
Westwood Holdings Group
Texas
$30.6M +$21.1M +518,344 +165%
State Street
15
State Street
Massachusetts
$26.8M +$984K +24,139 +3%
Bank of America
16
Bank of America
North Carolina
$25.5M -$4.79M -117,498 -14%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$23.4M -$5.86M -143,634 -18%
OCU
18
ORIX Corporation USA
Texas
$22.4M
Renaissance Technologies
19
Renaissance Technologies
New York
$21.9M +$7.44M +182,600 +44%
Wells Fargo
20
Wells Fargo
California
$21.7M -$1.22M -30,034 -5%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$21.2M +$676K +16,589 +3%
Northern Trust
22
Northern Trust
Illinois
$21M -$827K -20,276 -3%
Franklin Resources
23
Franklin Resources
California
$19.7M -$23.5K -576 -0.1%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$18.4M -$1.02M -24,921 -5%
EARNEST Partners
25
EARNEST Partners
Georgia
$17.5M -$637K -15,633 -3%