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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$65.6M -$3.4M -27,472 -5%
Nordea Investment Management
27
Nordea Investment Management
Sweden
$61M +$5.7M +46,067 +11%
Natixis Advisors
28
Natixis Advisors
Massachusetts
$59.7M -$9.82M -79,380 -15%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$59.4M -$2.13M -17,222 -4%
EAM
30
Eagle Asset Management
Florida
$58.2M +$41.6M +336,040 +284%
Charles Schwab
31
Charles Schwab
California
$57M +$1.76M +14,218 +3%
GKIM
32
GW&K Investment Management
Massachusetts
$55.8M -$6.23M -50,350 -10%
Wells Fargo
33
Wells Fargo
California
$55.5M -$4.84M -39,118 -8%
Brown Advisory
34
Brown Advisory
Maryland
$51.6M -$727K -5,874 -1%
Jennison Associates
35
Jennison Associates
New York
$44.5M +$20M +161,753 +87%
Goldman Sachs
36
Goldman Sachs
New York
$43.1M -$2.92M -23,611 -7%
Macquarie Group
37
Macquarie Group
Australia
$42.5M -$2.91M -23,556 -7%
Franklin Resources
38
Franklin Resources
California
$39M -$1.46M -11,799 -4%
WFMPM
39
Woodley Farra Manion Portfolio Management
Indiana
$38.1M -$260K -2,101 -0.7%
AA
40
Ancora Advisors
Ohio
$36.6M +$468K +3,782 +1%
Invesco
41
Invesco
Georgia
$36.4M +$15M +121,287 +75%
HighTower Advisors
42
HighTower Advisors
Illinois
$36.1M -$1.17M -9,423 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
43
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$35.5M +$14.2M +114,695 +71%
ACM
44
Argent Capital Management
Missouri
$31.2M -$591K -4,780 -2%
EAM
45
Eventide Asset Management
Massachusetts
$29.4M +$6.67M +53,914 +31%
Principal Financial Group
46
Principal Financial Group
Iowa
$25.1M -$2.48M -20,026 -9%
Public Employees Retirement Association of Colorado
47
Public Employees Retirement Association of Colorado
Colorado
$22.6M +$1.25M +10,140 +6%
FLPIM
48
F.L. Putnam Investment Management
Massachusetts
$22M -$111K -897 -0.5%
BWP
49
Barlow Wealth Partners
Kentucky
$21.7M +$599K +4,839 +3%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$21.7M -$1.25M -10,066 -6%