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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
VI
251
Versor Investments
New York
$811K +$823K +4,671 New
CGH
252
Crossmark Global Holdings
Texas
$811K -$3.17K -18 -0.4%
Creative Planning
253
Creative Planning
Kansas
$807K +$191K +1,085 +30%
GWM
254
Gibbs Wealth Management
Georgia
$801K +$129K +730 +19%
IB
255
Intrust Bank
Kansas
$794K -$17.8K -101 -2%
QCM
256
QRG Capital Management
Illinois
$790K +$126K +716 +19%
HIM
257
Hanlon Investment Management
New Jersey
$776K -$52.5K -298 -6%
FDCDDQ
258
Federation des caisses Desjardins du Quebec
Quebec, Canada
$770K -$749K -4,256 -49%
KPWS
259
Kestra Private Wealth Services
Texas
$770K +$221K +1,255 +39%
SIM
260
Studio Investment Management
Illinois
$767K -$22.2K -126 -3%
Allianz Asset Management
261
Allianz Asset Management
Germany
$767K +$431K +2,450 +124%
CG
262
Caprock Group
Idaho
$763K +$2.82K +16 +0.4%
CB
263
Commerce Bank
Missouri
$759K -$25.9K -147 -3%
First Eagle Investment Management
264
First Eagle Investment Management
New York
$746K +$8.8K +50 +1%
CG
265
Clifford Group
Massachusetts
$737K -$23.6K -134 -3%
Los Angeles Capital Management
266
Los Angeles Capital Management
California
$727K +$737K +4,185 New
BFG
267
Bleakley Financial Group
New Jersey
$726K -$17.1K -97 -2%
AWCI
268
Alpine Woods Capital Investors
New York
$712K
DTL
269
Dynamic Technology Lab
Singapore
$707K -$453K -2,571 -39%
RMC
270
Resources Management Corp
Connecticut
$706K -$29.6K -168 -4%
SAM
271
Securian Asset Management
Minnesota
$703K -$18.5K -105 -3%
SCA
272
Snowden Capital Advisors
New York
$697K +$183K +1,042 +35%
NG
273
Novem Group
New York
$694K +$704K +3,999 New
BCM
274
Brookstone Capital Management
Illinois
$692K -$45.1K -256 -6%
YMRC
275
Yorktown Management & Research Company
Virginia
$669K