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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
M&T Bank
276
M&T Bank
New York
$655K +$16.2K +92 +3%
BHPW
277
Beverly Hills Private Wealth
California
$654K -$139K -791 -17%
BTI
278
Blue Trust Inc
Georgia
$634K -$191K -1,082 -23%
FC
279
FORA Capital
Florida
$612K +$621K +3,525 New
HFM
280
Harvest Fund Management
China
$602K +$544K +3,087 +810%
GC
281
Guggenheim Capital
Illinois
$594K +$603K +3,423 New
Aviva
282
Aviva
United Kingdom
$577K -$142K -806 -20%
EGM
283
Engineers Gate Manager
New York
$575K +$583K +3,311 New
Cerity Partners
284
Cerity Partners
New York
$572K +$182K +1,031 +45%
PI
285
PineBridge Investments
New York
$567K +$575K +3,265 New
DWM
286
Dynasty Wealth Management
Florida
$566K -$69.4K -394 -11%
Two Sigma Investments
287
Two Sigma Investments
New York
$564K +$236K +1,340 +70%
GT
288
Glenmede Trust
Pennsylvania
$553K -$76.4K -434 -12%
Baird Financial Group
289
Baird Financial Group
Wisconsin
$546K +$553K +3,143 New
FBT
290
First Bank & Trust
South Dakota
$545K +$5.81K +33 +1%
AIMCA
291
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$542K -$635K -3,605 -54%
CA
292
Clearstead Advisors
Ohio
$533K -$44.7K -254 -8%
WA
293
Wealth Alliance
New York
$529K -$13.9K -79 -3%
AIM
294
Aigen Investment Management
New York
$518K +$525K +2,983 New
MSRPS
295
Maryland State Retirement & Pension System
Maryland
$510K
CC
296
Centiva Capital
New York
$504K +$56.5K +321 +12%
SCM
297
Sterling Capital Management
North Carolina
$503K +$182K +1,033 +55%
AWM
298
Axxcess Wealth Management
California
$498K +$222K +1,258 +78%
URS
299
Utah Retirement Systems
Utah
$486K
BPC
300
Bryce Point Capital
New York
$479K +$486K +2,760 New