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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
ATC
301
Argent Trust Co
Tennessee
$217K
ET
302
Entropy Technologies
New York
$215K -$326K -2,492 -61%
HNB
303
Huntington National Bank
Ohio
$207K -$50.5K -386 -20%
FTWA
304
Fifth Third Wealth Advisors
Ohio
$206K +$200K +1,529 New
NW
305
NewEdge Wealth
Pennsylvania
$206K -$13K -99 -6%
CC
306
Corton Capital
Ontario, Canada
$205K +$199K +1,521 New
PA
307
Profund Advisors
Maryland
$205K -$71.2K -544 -26%
ONGA
308
O'Neil Global Advisors
California
$204K +$198K +1,514 New
TFS
309
Thoroughbred Financial Services
Tennessee
$201K +$196K +1,495 New
CIBC Asset Management
310
CIBC Asset Management
Ontario, Canada
$201K +$195K +1,490 New
Two Sigma Investments
311
Two Sigma Investments
New York
$200K +$194K +1,484 New
CFM
312
Catalyst Funds Management
Australia
$189K +$183K +1,400 New
CI Investments Inc
313
CI Investments Inc
Ontario, Canada
$173K +$9.69K +74 +6%
KBC Group
314
KBC Group
Belgium
$173K +$20.9K +160 +14%
HGERS
315
Householder Group Estate & Retirement Specialist
Arizona
$168K +$13.9K +106 +9%
Nisa Investment Advisors
316
Nisa Investment Advisors
Missouri
$167K
PAM
317
Paradigm Asset Management
New York
$162K +$157K +1,200 New
GI
318
GAMMA Investing
California
$141K +$41.5K +317 +44%
GRP
319
Global Retirement Partners
California
$135K +$64.9K +496 +98%
SAM
320
Smartleaf Asset Management
Massachusetts
$133K -$29.7K -227 -19%
VWM
321
Venturi Wealth Management
Texas
$122K +$119K +908 New
PS
322
Principal Securities
Iowa
$120K +$9.16K +70 +9%
Northwestern Mutual Wealth Management
323
Northwestern Mutual Wealth Management
Wisconsin
$119K +$7.33K +56 +7%
C
324
Covestor
United Kingdom
$113K -$6.94K -53 -6%
Bessemer Group
325
Bessemer Group
New Jersey
$111K +$11.5K +88 +12%