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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
Voloridge Investment Management
426
Voloridge Investment Management
Florida
-$676K -5,277 Closed
NRD
427
Nebula Research & Development
New York
-$581K -4,536 Closed
QC
428
Quadrature Capital
United Kingdom
-$553K -4,317 Closed
EGM
429
Engineers Gate Manager
New York
-$398K -3,105 Closed
CIS
430
Custom Index Systems
New York
-$369K -2,876 Closed
OFS
431
OneAscent Financial Services
Alabama
-$368K -2,872 Closed
SWP
432
Significant Wealth Partners
Illinois
-$335K -2,611 Closed
KI
433
Kapitalo Investimentos
Brazil
-$317K -2,472 Closed
UFF
434
USA Financial Formulas
Michigan
-$299K -2,335 Closed
WWS
435
Wellington Wealth Strategies
Indiana
-$262K -2,041 Closed
OWM
436
OneAscent Wealth Management
Alabama
-$250K -1,954 Closed
BPA
437
Beacon Pointe Advisors
California
-$229K -1,788 Closed
FA
438
FDx Advisors
Illinois
-$225K -1,755 Closed
VAS
439
Vestmark Advisory Solutions
Massachusetts
-$202K -1,577 Closed
IPW
440
Impact Partnership Wealth
Georgia
-$111K -867 Closed
HT
441
Headlands Technologies
Illinois
-$15.1K -118 Closed
CWAF
442
Core Wealth Advisors (Florida)
Florida
-$14.2K -111 Closed
CTA
443
Colonial Trust Advisors
South Carolina
-$6.54K -51 Closed
1832 Asset Management
444
1832 Asset Management
Ontario, Canada
-$4.74K -37 Closed
ST
445
Smithfield Trust
Pennsylvania
-$3K -27 Closed
AFWM
446
Abich Financial Wealth Management
Virginia
-$3.21K -25 Closed
AP
447
Atwood & Palmer
Missouri
-$1.92K -15 Closed
HI
448
Harbour Investments
Wisconsin
-$897 -7 Closed
IA
449
IFP Advisors
Florida
-$641 -5 Closed
FGAM
450
Financial Gravity Asset Management
Texas
-$150 -2 Closed