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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
SF
301
Summit Financial
New Jersey
$216K +$208K +1,684 New
RCAG
302
Rehmann Capital Advisory Group
Michigan
$214K +$206K +1,669 New
NW
303
NewEdge Wealth
Pennsylvania
$212K +$201K +1,627 New
ATC
304
Argent Trust Co
Tennessee
$206K +$199K +1,606 New
VAS
305
Vestmark Advisory Solutions
Massachusetts
$202K +$195K +1,577 New
EWA
306
EverSource Wealth Advisors
Alabama
$171K +$24.6K +199 +17%
Nisa Investment Advisors
307
Nisa Investment Advisors
Missouri
$159K +$1.86K +15 +1%
SAM
308
Smartleaf Asset Management
Massachusetts
$156K +$124 +1 +0.1%
CI Investments Inc
309
CI Investments Inc
Ontario, Canada
$155K +$26.5K +214 +22%
HGERS
310
Householder Group Estate & Retirement Specialist
Arizona
$146K +$10.5K +85 +8%
KBC Group
311
KBC Group
Belgium
$144K +$28.8K +233 +26%
Lazard Asset Management
312
Lazard Asset Management
New York
$127K +$123K +991 New
C
313
Covestor
United Kingdom
$114K -$4.08K -33 -4%
IPW
314
Impact Partnership Wealth
Georgia
$111K +$1.98K +16 +2%
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$106K +$9.15K +74 +10%
PS
316
Principal Securities
Iowa
$105K +$16.2K +131 +19%
UB
317
UMB Bank
Missouri
$96.8K -$14.2K -115 -13%
Bessemer Group
318
Bessemer Group
New Jersey
$94K
GI
319
GAMMA Investing
California
$92.9K +$1.73K +14 +2%
PPC
320
Park Place Capital
Alabama
$88.5K -$53.4K -432 -39%
HIIFS
321
Harel Insurance Investments & Financial Services
Israel
$75K -$1.98K -16 -3%
MG
322
Mather Group
Illinois
$73.5K +$75.8K +613 New
AF
323
Allworth Financial
California
$71.5K +$57.3K +463 +487%
PA
324
Parallel Advisors
California
$69.2K +$495 +4 +0.7%
GRP
325
Global Retirement Partners
California
$64.8K -$4.33K -35 -6%