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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
BTI
251
Blue Trust Inc
Georgia
$477K +$129K +986 +36%
Pzena Investment Management
252
Pzena Investment Management
New York
$467K +$205K +1,564 +82%
GWM
253
Gibbs Wealth Management
Georgia
$467K +$152K +1,163 +51%
P
254
&Partners
Tennessee
$454K +$440K +3,363 New
CA
255
Clearstead Advisors
Ohio
$442K +$429K +3,279 New
HFS
256
Hantz Financial Services
Michigan
$439K -$13.7K -105 -3%
GT
257
Glenmede Trust
Pennsylvania
$431K +$109K +835 +35%
BCI
258
Brinker Capital Investments
Pennsylvania
$431K -$17.9K -137 -4%
OPS
259
Orion Portfolio Solutions
Nebraska
$431K -$17.9K -137 -4%
QCM
260
QRG Capital Management
Illinois
$420K +$48K +367 +13%
FBT
261
First Bank & Trust
South Dakota
$419K
WA
262
Wealth Alliance
New York
$413K -$17.4K -133 -4%
PAG
263
Private Advisor Group
New Jersey
$413K -$17.5K -134 -4%
CG
264
Cynosure Group
Utah
$389K +$53.1K +406 +16%
URS
265
Utah Retirement Systems
Utah
$364K -$13.1K -100 -4%
Baird Financial Group
266
Baird Financial Group
Wisconsin
$343K +$78.8K +602 +31%
PP
267
PDT Partners
New York
$340K -$406K -3,104 -55%
Lazard Asset Management
268
Lazard Asset Management
New York
$340K +$201K +1,535 +155%
ASN
269
Advisory Services Network
Georgia
$337K -$6.02K -46 -2%
RP
270
Riverwater Partners
Wisconsin
$336K -$20.3K -155 -6%
VFA
271
Values First Advisors
Tennessee
$336K -$18.2K -139 -5%
ProShare Advisors
272
ProShare Advisors
Maryland
$333K -$9.55K -73 -3%
Janney Montgomery Scott
273
Janney Montgomery Scott
Pennsylvania
$317K -$5.37K -41 -2%
SOW
274
State of Wyoming
Wyoming
$317K -$5.63K -43 -2%
Jones Financial Companies
275
Jones Financial Companies
Missouri
$312K +$269K +2,058 +804%