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Houlihan Lokey

415 hedge funds and large institutions have $7.19B invested in Houlihan Lokey in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 137 increasing their positions, 157 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more call options, than puts

Call options by funds: $7.12M | Put options by funds: $1.5M

51% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 37

6% more capital invested

Capital invested by funds: $6.81B → $7.19B (+$381M)

4% more funds holding

Funds holding: 400415 (+15)

0.48% less ownership

Funds ownership: 101.94%101.46% (-0.48%)

13% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 157

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
415
Holders Change
+15
Holders Change %
+3.75%
% of All Funds
5.99%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
56
Increased
137
Reduced
157
Closed
37
Calls
$7.12M
Puts
$1.5M
Net Calls
+$5.62M
Net Calls Change
-$323K
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
226
Prelude Capital Management
New York
$626K -$1.8M -13,715 -75%
TRCT
227
Tower Research Capital (TRC)
New York
$624K +$340K +2,594 +127%
CB
228
Commerce Bank
Missouri
$624K
BIM
229
Bridges Investment Management
Nebraska
$619K +$601K +4,591 New
CG
230
Clifford Group
Massachusetts
$605K -$9.82K -75 -2%
State of Wisconsin Investment Board
231
State of Wisconsin Investment Board
Wisconsin
$604K +$24.2K +185 +4%
PRC
232
Pearl River Capital
Michigan
$604K +$586K +4,478 New
Federated Hermes
233
Federated Hermes
Pennsylvania
$601K -$17.5K -134 -3%
CG
234
Caprock Group
Idaho
$593K -$3.93K -30 -0.7%
RMC
235
Resources Management Corp
Connecticut
$571K -$29.1K -222 -5%
ACM
236
Aquatic Capital Management
Illinois
$566K +$550K +4,200 New
SAM
237
Securian Asset Management
Minnesota
$560K -$13.1K -100 -2%
AC
238
AXQ Capital
New Jersey
$553K +$537K +4,099 New
BFG
239
Bleakley Financial Group
New Jersey
$550K -$6.81K -52 -1%
SW
240
Simplicity Wealth
New Jersey
$543K -$1.83K -14 -0.3%
MSRPS
241
Maryland State Retirement & Pension System
Maryland
$530K
ET
242
Equitable Trust
Tennessee
$525K
DWM
243
Dynasty Wealth Management
Florida
$519K -$1.7K -13 -0.3%
Osaic Holdings
244
Osaic Holdings
Arizona
$519K +$224K +1,714 +80%
YMRC
245
Yorktown Management & Research Company
Virginia
$519K
CGH
246
Crossmark Global Holdings
Texas
$505K -$44K -336 -8%
DTL
247
Dynamic Technology Lab
Singapore
$502K +$487K +3,719 New
M&T Bank
248
M&T Bank
New York
$493K -$82.5K -630 -15%
Creative Planning
249
Creative Planning
Kansas
$487K +$45.8K +350 +11%
SSA
250
Schonfeld Strategic Advisors
New York
$485K +$471K +3,595 New