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Houlihan Lokey

505 hedge funds and large institutions have $9.29B invested in Houlihan Lokey in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 174 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 41

36% more call options, than puts

Call options by funds: $6.51M | Put options by funds: $4.78M

12% more funds holding

Funds holding: 451505 (+54)

11% more capital invested

Capital invested by funds: $8.36B → $9.29B (+$931M)

5% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 165

0.2% more ownership

Funds ownership: 99.3%99.5% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
505
Holders Change
+54
Holders Change %
+11.97%
% of All Funds
6.65%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
102
Increased
174
Reduced
165
Closed
41
Calls
$6.51M
Puts
$4.78M
Net Calls
+$1.74M
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Change in
Stake
IIC
226
Integrated Investment Consultants
Michigan
$1.08M -$1.75M -9,962 -62%
LAM
227
LECAP Asset Management
United Kingdom
$1.08M +$1.09M +6,193 New
JF
228
Jump Financial
Illinois
$1.06M +$1.08M +6,122 New
SOADOR
229
State of Alaska Department of Revenue
Alaska
$1.06M +$7.04K +40 +0.7%
TD Asset Management
230
TD Asset Management
Ontario, Canada
$1.02M +$17.6K +100 +2%
SWM
231
Sendero Wealth Management
Texas
$1.01M
CCM
232
Cinctive Capital Management
New York
$1M -$290K -1,647 -22%
PAG
233
Private Advisor Group
New Jersey
$984K +$341K +1,934 +52%
Jones Financial Companies
234
Jones Financial Companies
Missouri
$979K +$444K +2,521 +81%
KAS
235
Kestra Advisory Services
Texas
$974K +$45.6K +259 +5%
WLG
236
Williamson Legacy Group
Indiana
$959K +$973K +5,523 New
MGIA
237
Moneta Group Investment Advisors
Missouri
$955K +$53.7K +305 +6%
AAS
238
Avantax Advisory Services
Texas
$914K -$131K -746 -12%
MFGM
239
Marshall Financial Group (Maryland)
Maryland
$903K +$916K +5,199 New
IP
240
Isthmus Partners
Wisconsin
$882K
Federated Hermes
241
Federated Hermes
Pennsylvania
$878K -$31.5K -179 -3%
State of Wisconsin Investment Board
242
State of Wisconsin Investment Board
Wisconsin
$872K +$116K +656 +15%
OAC
243
OMERS Administration Corp
Ontario, Canada
$868K +$880K +5,000 New
BIM
244
Bridges Investment Management
Nebraska
$862K +$36.5K +207 +4%
SOW
245
State of Wyoming
Wyoming
$854K +$279K +1,587 +48%
CAPTRUST Financial Advisors
246
CAPTRUST Financial Advisors
North Carolina
$852K +$1.06K +6 +0.1%
NGA
247
Naples Global Advisors
Florida
$839K -$188K -1,070 -18%
EI
248
Ethic Inc
New York
$831K +$843K +4,786 New
BC
249
Bridgefront Capital
Texas
$819K +$830K +4,714 New
VIM
250
VELA Investment Management
Ohio
$813K