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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
EAM
26
Eagle Asset Management
Florida
$75.9M +$13.9M +106,093 +23%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$69.9M +$823K +6,291 +1%
Millennium Management
28
Millennium Management
New York
$67.6M +$65.4M +499,535 +24,074%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$65.1M +$2.52M +19,229 +4%
Nordea Investment Management
30
Nordea Investment Management
Sweden
$61.5M -$2.85M -21,764 -5%
Charles Schwab
31
Charles Schwab
California
$60.9M +$987K +7,541 +2%
GKIM
32
GW&K Investment Management
Massachusetts
$58.8M +$47.4K +362 +0.1%
Wells Fargo
33
Wells Fargo
California
$58.5M +$87.4K +668 +0.2%
First Trust Advisors
34
First Trust Advisors
Illinois
$54.7M +$46.7M +356,562 +730%
Natixis Advisors
35
Natixis Advisors
Massachusetts
$52.5M -$9.98M -76,235 -16%
Brown Advisory
36
Brown Advisory
Maryland
$48.2M -$5.94M -45,413 -11%
Invesco
37
Invesco
Georgia
$46.9M +$8.34M +63,680 +22%
Goldman Sachs
38
Goldman Sachs
New York
$46.3M +$987K +7,539 +2%
WFMPM
39
Woodley Farra Manion Portfolio Management
Indiana
$40.4M +$279K +2,132 +0.7%
Franklin Resources
40
Franklin Resources
California
$40.1M -$877K -6,699 -2%
AA
41
Ancora Advisors
Ohio
$38.3M -$162K -1,234 -0.4%
HighTower Advisors
42
HighTower Advisors
Illinois
$37.3M -$596K -4,556 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
43
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$37M -$257K -1,966 -0.7%
Macquarie Group
44
Macquarie Group
Australia
$36.8M -$7.76M -59,254 -18%
ACM
45
Argent Capital Management
Missouri
$32.9M +$29.6K +226 +0.1%
EAM
46
Eventide Asset Management
Massachusetts
$31.7M +$746K +5,697 +2%
Fidelity International
47
Fidelity International
Bermuda
$31.1M +$8.72M +66,652 +41%
BWP
48
Barlow Wealth Partners
Kentucky
$25.3M +$468K +3,575 +2%
UBS AM
49
UBS AM
Illinois
$24M +$9.61M +73,388 +70%
Public Employees Retirement Association of Colorado
50
Public Employees Retirement Association of Colorado
Colorado
$23.7M -$37.3K -285 -0.2%