We are live on ! Find out more
HLI icon

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
VA
276
Vident Advisory
Georgia
$311K -$4.84K -37 -2%
PWG
277
Portside Wealth Group
Utah
$300K +$17.1K +131 +6%
MFS
278
Mirabella Financial Services
United Kingdom
$300K +$291K +2,222 New
KAS
279
Kestra Advisory Services
Texas
$294K -$654 -5 -0.2%
TCM
280
Teza Capital Management
Illinois
$293K +$284K +2,169 New
TW
281
Trajan Wealth
Arizona
$292K -$22.5K -172 -7%
SCM
282
Shelton Capital Management
Colorado
$286K -$13.5K -103 -5%
BWG
283
Berry Wealth Group
Texas
$275K -$21.9K -167 -8%
SC
284
Steph & Co
Wisconsin
$269K +$1.18K +9 +0.5%
SF
285
Summit Financial
New Jersey
$269K +$40.6K +310 +18%
CCWM
286
Cassaday & Co Wealth Management
Virginia
$266K -$10.5K -80 -4%
QT
287
Quantbot Technologies
New York
$265K -$695K -5,308 -73%
KeyBank National Association
288
KeyBank National Association
Ohio
$259K -$113K -866 -31%
MSAM
289
Moloney Securities Asset Management
Missouri
$258K -$9.82K -75 -4%
Cerity Partners
290
Cerity Partners
New York
$257K -$12.7K -97 -5%
Commonwealth Equity Services
291
Commonwealth Equity Services
Massachusetts
$255K +$7.33K +56 +3%
VFA
292
Voya Financial Advisors
Connecticut
$252K -$3.01K -23 -1%
CFGS
293
Concourse Financial Group Securities
Alabama
$250K -$8.25K -63 -3%
EWA
294
EverSource Wealth Advisors
Alabama
$242K +$35.6K +272 +20%
HAG
295
HighPoint Advisor Group
Illinois
$236K -$20.8K -159 -9%
RCAG
296
Rehmann Capital Advisory Group
Michigan
$231K +$5.89K +45 +3%
SWA
297
SFMG Wealth Advisors
Texas
$230K +$524 +4 +0.2%
C
298
Certuity
Florida
$230K -$1.18K -9 -0.5%
FC
299
FORA Capital
Florida
$229K +$222K +1,699 New
QCM
300
Qsemble Capital Management
New York
$225K -$157K -1,201 -42%