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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
QC
376
Quent Capital
New York
$4.87K +$742 +6 +19%
1832 Asset Management
377
1832 Asset Management
Ontario, Canada
$4.74K +$4.58K +37 New
CFB
378
Cullen/Frost Bankers
Texas
$3.85K
Mitsubishi UFJ Asset Management
379
Mitsubishi UFJ Asset Management
Japan
$3.72K
SS
380
Sunbelt Securities
Texas
$3.72K
NMM
381
Naples Money Management
Florida
$3.59K
AFWM
382
Abich Financial Wealth Management
Virginia
$3.21K +$742 +6 +32%
BAM
383
Bellevue Asset Management
Washington
$3.08K
ST
384
Smithfield Trust
Pennsylvania
$3K +$3.34K +27 New
PWMG
385
Private Wealth Management Group
New Jersey
$2.69K
FMII
386
Farmers & Merchants Investments Inc
Nebraska
$2.44K
KHC
387
Koesten Hirschmann & Crabtree
Kansas
$2.31K +$2.23K +18 New
AP
388
Atwood & Palmer
Missouri
$1.92K +$1.86K +15 New
SIC
389
Salem Investment Counselors
North Carolina
$1.79K -$3.22K -26 -65%
HCM
390
Hollencrest Capital Management
California
$1.79K
SIC
391
SJS Investment Consulting
Ohio
$1.54K +$247 +2 +20%
DPW
392
DiNuzzo Private Wealth
Pennsylvania
$1.28K -$124 -1 -9%
HI
393
Harbour Investments
Wisconsin
$897 +$866 +7 New
CSC
394
Caldwell Sutter Capital
California
$769 -$742 -6 -50%
IA
395
IFP Advisors
Florida
$641 +$619 +5 New
TAM
396
Tucker Asset Management
Colorado
$385
BF
397
BOK Financial
Oklahoma
$256
TWP
398
TFO Wealth Partners
Ohio
$256
FGAM
399
Financial Gravity Asset Management
Texas
$150 +$247 +2 New
Jane Street
400
Jane Street
New York
-$29.5M -238,333 Closed