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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
Point72 Asset Management
401
Point72 Asset Management
Connecticut
-$5.18M -43,200 Closed
EI
402
EAM Investors
California
-$3.49M -29,087 Closed
CCIA
403
Campbell & Co Investment Adviser
Maryland
-$2.91M -24,284 Closed
Bank of Nova Scotia
404
Bank of Nova Scotia
Ontario, Canada
-$2.3M -19,200 Closed
BA
405
Bridgewater Associates
Connecticut
-$1.72M -14,377 Closed
Capital Fund Management (CFM)
406
Capital Fund Management (CFM)
France
-$1.42M -11,826 Closed
Assenagon Asset Management
407
Assenagon Asset Management
Luxembourg
-$1.36M -11,324 Closed
AC
408
AXQ Capital
New Jersey
-$1.04M -8,700 Closed
OTL
409
Oak Thistle LLC
New York
-$1.04M -8,695 Closed
Susquehanna International Group
410
Susquehanna International Group
Pennsylvania
-$1.03M -8,299 Closed
SG Americas Securities
411
SG Americas Securities
New York
-$970K -8,089 Closed
GC
412
Guggenheim Capital
Illinois
-$875K -7,301 Closed
Citadel Advisors
413
Citadel Advisors
Florida
-$855K -6,912 Closed
IP
414
Interval Partners
New York
-$800K -6,675 Closed
D.E. Shaw & Co
415
D.E. Shaw & Co
New York
-$689K -5,749 Closed
Two Sigma Investments
416
Two Sigma Investments
New York
-$525K -4,375 Closed
AWM
417
AE Wealth Management
Kansas
-$496K -4,100 Closed
MM
418
MQS Management
New York
-$478K -3,983 Closed
IIM
419
INTECH Investment Management
Florida
-$459K -3,830 Closed
PTC
420
Petrus Trust Company
Texas
-$370K -3,089 Closed
BHCM
421
Brevan Howard Capital Management
Jersey
-$339K -2,823 Closed
EA
422
Everpar Advisors
Oklahoma
-$301K -2,509 Closed
BFM
423
Boothbay Fund Management
New York
-$286K -2,384 Closed
DTL
424
Dynamic Technology Lab
Singapore
-$269K -2,240 Closed
SAM
425
Sawgrass Asset Management
Florida
-$266K -2,222 Closed