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Houlihan Lokey

400 hedge funds and large institutions have $6.81B invested in Houlihan Lokey in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 135 increasing their positions, 157 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,646% more call options, than puts

Call options by funds: $6.08M | Put options by funds: $128K

31% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 42

2% more funds holding

Funds holding: 391400 (+9)

3% more capital invested

Capital invested by funds: $6.61B → $6.81B (+$202M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3.61% less ownership

Funds ownership: 105.55%101.94% (-3.6%)

14% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 157

Holders
400
Holders Change
+9
Holders Change %
+2.3%
% of All Funds
5.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
55
Increased
135
Reduced
157
Closed
42
Calls
$6.08M
Puts
$128K
Net Calls
+$5.95M
Net Calls Change
-$1.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
276
Osaic Holdings
Arizona
$274K -$3.26M -26,349 -93%
PWG
277
Portside Wealth Group
Utah
$268K +$43.4K +351 +20%
Millennium Management
278
Millennium Management
New York
$266K +$257K +2,075 New
PA
279
Profund Advisors
Maryland
$264K +$48.1K +389 +23%
CCWM
280
Cassaday & Co Wealth Management
Virginia
$263K
WWS
281
Wellington Wealth Strategies
Indiana
$262K +$253K +2,041 New
TRCT
282
Tower Research Capital (TRC)
New York
$261K -$793K -6,411 -76%
Cerity Partners
283
Cerity Partners
New York
$256K +$247K +2,000 New
SC
284
Steph & Co
Wisconsin
$255K -$94.3K -762 -28%
MSAM
285
Moloney Securities Asset Management
Missouri
$255K -$4.95K -40 -2%
OWM
286
OneAscent Wealth Management
Alabama
$250K +$29.2K +236 +14%
Baird Financial Group
287
Baird Financial Group
Wisconsin
$249K +$240K +1,942 New
HNB
288
Huntington National Bank
Ohio
$247K +$79.5K +643 +50%
CFGS
289
Concourse Financial Group Securities
Alabama
$245K +$12K +97 +5%
VFA
290
Voya Financial Advisors
Connecticut
$243K -$8.54K -69 -3%
Pzena Investment Management
291
Pzena Investment Management
New York
$243K +$235K +1,899 New
SWS
292
SYSTM Wealth Solutions
Illinois
$241K +$3.22K +26 +1%
HAG
293
HighPoint Advisor Group
Illinois
$238K -$1.61K -13 -0.7%
AAS
294
Avantax Advisory Services
Texas
$236K -$16.2K -131 -7%
Commonwealth Equity Services
295
Commonwealth Equity Services
Massachusetts
$235K +$15.7K +127 +7%
HI
296
Handelsinvest Investeringsforvaltning
Denmark
$234K -$117K -948 -34%
BPA
297
Beacon Pointe Advisors
California
$229K -$144K -1,163 -39%
FA
298
FDx Advisors
Illinois
$225K -$46.5K -376 -18%
C
299
Certuity
Florida
$220K -$19.8K -160 -9%
SWA
300
SFMG Wealth Advisors
Texas
$218K +$1.11K +9 +0.5%