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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
PP
326
Pingora Partners
Wyoming
$64.1K +$61.9K +500 New
AIM
327
Anchor Investment Management
South Carolina
$57.7K
BFEC
328
Benjamin F. Edwards & Company
Missouri
$52K +$32.8K +265 +195%
HFM
329
Harvest Fund Management
China
$49K +$47.1K +381 New
AssetMark Inc
330
AssetMark Inc
California
$48.7K -$8.04K -65 -15%
ACM
331
Accent Capital Management
Ohio
$44.9K
TPCW
332
TD Private Client Wealth
New York
$44.1K -$142K -1,146 -77%
SPIA
333
Steward Partners Investment Advisory
New York
$37.9K +$28.7K +232 +363%
JWM
334
Janiczek Wealth Management
Colorado
$36.1K
S
335
SignatureFD
Georgia
$35.1K +$1.73K +14 +5%
FDCDDQ
336
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.5K
FHA
337
First Horizon Advisors
Tennessee
$33.7K -$3.34K -27 -9%
Jones Financial Companies
338
Jones Financial Companies
Missouri
$32.8K +$15.6K +126 +97%
CIAS
339
CBIZ Investment Advisory Services
Ohio
$31K +$29.9K +242 New
EBA
340
Eagle Bay Advisors
New York
$29.8K -$11.9K -96 -29%
BCWM
341
Bartlett & Co Wealth Management
Ohio
$27.8K
Nomura Asset Management
342
Nomura Asset Management
Japan
$21.8K
AWM
343
Ameliora Wealth Management
Switzerland
$21.7K
QCG
344
Quadrant Capital Group
Ohio
$21.5K
FFA
345
Farther Finance Advisors
California
$20.6K +$9.28K +75 +87%
RA
346
Rise Advisors
New York
$19.4K +$18.8K +152 New
LC
347
Lindbrook Capital
California
$17.3K +$371 +3 +2%
PFBT
348
Parkside Financial Bank & Trust
Missouri
$15.5K +$10.9K +88 +267%
HT
349
Headlands Technologies
Illinois
$15.1K -$72.6K -587 -83%
CPG
350
Cornerstone Planning Group
New Jersey
$14.4K -$247 -2 -2%