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Houlihan Lokey

415 hedge funds and large institutions have $7.19B invested in Houlihan Lokey in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 137 increasing their positions, 157 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more call options, than puts

Call options by funds: $7.12M | Put options by funds: $1.5M

51% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 37

6% more capital invested

Capital invested by funds: $6.81B → $7.19B (+$381M)

4% more funds holding

Funds holding: 400415 (+15)

0.48% less ownership

Funds ownership: 101.94%101.46% (-0.48%)

13% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 157

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
415
Holders Change
+15
Holders Change %
+3.75%
% of All Funds
5.99%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
56
Increased
137
Reduced
157
Closed
37
Calls
$7.12M
Puts
$1.5M
Net Calls
+$5.62M
Net Calls Change
-$323K
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
401
Farmers & Merchants Investments Inc
Nebraska
$2.56K
KHC
402
Koesten Hirschmann & Crabtree
Kansas
$2.31K
SIC
403
Salem Investment Counselors
North Carolina
$1.89K
HCM
404
Hollencrest Capital Management
California
$1.89K
SIC
405
SJS Investment Consulting
Ohio
$1.62K
DPW
406
DiNuzzo Private Wealth
Pennsylvania
$1.62K +$262 +2 +20%
JFGIW
407
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.62K +$1.57K +12 New
BEI
408
Benjamin Edwards Inc
Missouri
$1K +$1.18K +9 New
Simplex Trading
409
Simplex Trading
Illinois
$1K +$1.18K +9 New
CSC
410
Caldwell Sutter Capital
California
$809
S
411
Sachetta
Massachusetts
$446 +$393 +3 New
BF
412
BOK Financial
Oklahoma
$270
MPWT
413
MassMutual Private Wealth & Trust
Connecticut
$270 +$262 +2 New
TFM
414
TFC Financial Management
Massachusetts
$135 +$131 +1 New
AIG
415
American International Group
New York
-$8.85M -69,009 Closed
Squarepoint
416
Squarepoint
New York
-$7.95M -62,007 Closed
BCIM
417
British Columbia Investment Management
British Columbia, Canada
-$7.31M -57,000 Closed
TPSF
418
Texas Permanent School Fund
Texas
-$5.85M -45,614 Closed
GLA
419
Great Lakes Advisors
Illinois
-$4.95M -38,616 Closed
EGI
420
EAM Global Investors
California
-$3.78M -29,473 Closed
Mirae Asset Global Investments
421
Mirae Asset Global Investments
South Korea
-$1.99M -22,185 Closed
ECM
422
ExodusPoint Capital Management
New York
-$1.91M -14,930 Closed
CC
423
Centiva Capital
New York
-$971K -7,575 Closed
DA
424
Duality Advisers
Florida
-$690K -5,383 Closed
Marshall Wace
425
Marshall Wace
United Kingdom
-$679K -5,300 Closed