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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
CWAF
351
Core Wealth Advisors (Florida)
Florida
$14.2K
SWM
352
Spire Wealth Management
Virginia
$13.7K +$1.11K +9 +9%
WTA
353
Washington Trust Advisors
Massachusetts
$13.4K -$1.98K -16 -13%
HWA
354
HHM Wealth Advisors
Tennessee
$13.3K
FFO
355
Fortitude Family Office
Arizona
$12.7K
GFPC
356
Global Financial Private Client
Florida
$12.4K
IHWM
357
Iron Horse Wealth Management
Iowa
$12.3K
BIA
358
Bell Investment Advisors
California
$12.2K
VCM
359
Versant Capital Management
Arizona
$12.1K
MCM
360
Manchester Capital Management
Vermont
$11.2K
IFAM
361
Institutional & Family Asset Management
Colorado
$10.6K
AGWCA
362
Annis Gardner Whiting Capital Advisors
Florida
$9.62K +$9.28K +75 New
KFI
363
Key Financial Inc
Pennsylvania
$8.59K
CA
364
Crewe Advisors
Utah
$7.95K +$7.67K +62 New
BWL
365
Bogart Wealth LLC
Virginia
$7.82K
FFC
366
First Financial Corp
Indiana
$7.69K +$7.42K +60 New
AT
367
Arlington Trust
Alabama
$7.18K
WT
368
Washington Trust
Rhode Island
$6.73K -$124 -1 -2%
CTA
369
Colonial Trust Advisors
South Carolina
$6.54K +$6.31K +51 New
CWC
370
Carolinas Wealth Consulting
North Carolina
$6.28K -$1.73K -14 -22%
LFG
371
Larson Financial Group
Missouri
$6.28K
PCWA
372
Pacific Capital Wealth Advisors
California
$6.15K +$5.94K +48 New
AAP
373
Arax Advisory Partners
Colorado
$5.9K -$124 -1 -2%
OLVIG
374
Oliver Lagore Vanvalin Investment Group
Michigan
$5.38K
JWA
375
JFS Wealth Advisors
Pennsylvania
$4.87K