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Houlihan Lokey

505 hedge funds and large institutions have $9.29B invested in Houlihan Lokey in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 174 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 41

36% more call options, than puts

Call options by funds: $6.51M | Put options by funds: $4.78M

12% more funds holding

Funds holding: 451505 (+54)

11% more capital invested

Capital invested by funds: $8.36B → $9.29B (+$931M)

5% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 165

0.2% more ownership

Funds ownership: 99.3%99.5% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
505
Holders Change
+54
Holders Change %
+11.97%
% of All Funds
6.65%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
102
Increased
174
Reduced
165
Closed
41
Calls
$6.51M
Puts
$4.78M
Net Calls
+$1.74M
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
376
Strategy Asset Managers
California
$227K +$230K +1,305 New
MYAM
377
Meiji Yasuda Asset Management
Japan
$226K -$2.64K -15 -1%
ACM
378
Aster Capital Management
United Arab Emirates
$225K -$445K -2,527 -66%
JFG
379
Jefferies Financial Group
New York
$221K -$135K -768 -38%
Rafferty Asset Management
380
Rafferty Asset Management
New York
$213K +$216K +1,224 New
CL
381
Choreo LLC
Illinois
$212K -$69K -392 -24%
SPA
382
Sherbrooke Park Advisers
New York
$209K +$212K +1,205 New
LAM
383
Longboard Asset Management
Arizona
$208K +$211K +1,198 New
SW
384
SteelPeak Wealth
California
$207K +$210K +1,190 New
MAS
385
Meeder Advisory Services
Ohio
$204K +$207K +1,176 New
JIC
386
Johnson Investment Counsel
Ohio
$204K +$207K +1,176 New
SFA
387
Sequoia Financial Advisors
Ohio
$202K +$204K +1,161 New
MCM
388
Manchester Capital Management
Vermont
$198K -$176 -1 -0.1%
Northwestern Mutual Wealth Management
389
Northwestern Mutual Wealth Management
Wisconsin
$193K +$52.1K +296 +36%
PD
390
Point72 (DIFC)
United Arab Emirates
$189K +$192K +1,088 New
SAM
391
Smartleaf Asset Management
Massachusetts
$188K +$880 +5 +0.5%
PS
392
Principal Securities
Iowa
$182K +$7.92K +45 +4%
IA
393
IFP Advisors
Florida
$179K +$6.34K +36 +4%
FFA
394
Farther Finance Advisors
California
$171K +$29.2K +166 +20%
UB
395
UMB Bank
Missouri
$157K +$7.92K +45 +5%
AF
396
Advisornet Financial
Minnesota
$149K -$176 -1 -0.1%
VFA
397
Values First Advisors
Tennessee
$146K -$85.8K -487 -37%
GRP
398
Global Retirement Partners
California
$131K -$5.46K -31 -4%
VWM
399
Venturi Wealth Management
Texas
$126K +$119K +675 +1,298%
PA
400
Parallel Advisors
California
$125K +$8.1K +46 +7%