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Houlihan Lokey

505 hedge funds and large institutions have $9.29B invested in Houlihan Lokey in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 174 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 41

36% more call options, than puts

Call options by funds: $6.51M | Put options by funds: $4.78M

12% more funds holding

Funds holding: 451505 (+54)

11% more capital invested

Capital invested by funds: $8.36B → $9.29B (+$931M)

5% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 165

0.2% more ownership

Funds ownership: 99.3%99.5% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
505
Holders Change
+54
Holders Change %
+11.97%
% of All Funds
6.65%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
102
Increased
174
Reduced
165
Closed
41
Calls
$6.51M
Puts
$4.78M
Net Calls
+$1.74M
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
501
Cassady Schiller Wealth Management
Ohio
$347 +$352 +2 New
NC
502
NewSquare Capital
Pennsylvania
$347 +$352 +2 New
PWM
503
Parkworth Wealth Management
California
$347 +$352 +2 New
RIL
504
Rothschild Investment LLC
Illinois
$174
TFM
505
TFC Financial Management
Massachusetts
$174
Millennium Management
506
Millennium Management
New York
-$25.4M -160,499 Closed
Lord, Abbett & Co
507
Lord, Abbett & Co
New Jersey
-$24.2M -153,000 Closed
ACL
508
Azora Capital LP
Florida
-$13.2M -83,722 Closed
WCM
509
Woodson Capital Management
Connecticut
-$6.1M -38,600 Closed
WHGC
510
Wealth High Governance Capital
Brazil
-$3.16M -20,000 Closed
MIM
511
Monashee Investment Management
Massachusetts
-$2.37M -15,000 Closed
SEC
512
Seven Eight Capital
New York
-$944K -5,974 Closed
EAM
513
EFG Asset Management
Oregon
-$924K -5,850 Closed
STA
514
Summit Trail Advisors
New York
-$775K -4,907 Closed
OTL
515
Oak Thistle LLC
New York
-$761K -4,818 Closed
Allspring Global Investments
516
Allspring Global Investments
North Carolina
-$631K -3,994 Closed
PCMH
517
Polymer Capital Management (HK)
Hong Kong
-$506K -3,200 Closed
NC
518
nVerses Capital
Florida
-$442K -2,800 Closed
Koshinski Asset Management
519
Koshinski Asset Management
Illinois
-$428K -2,708 Closed
Marshall Wace
520
Marshall Wace
United Kingdom
-$369K -2,337 Closed
Pzena Investment Management
521
Pzena Investment Management
New York
-$368K -2,329 Closed
IFU
522
iSAM Funds (UK)
United Kingdom
-$347K -2,195 Closed
UFF
523
USA Financial Formulas
Michigan
-$329K -2,082 Closed
I
524
InceptionR
California
-$319K -2,018 Closed
XT
525
XTX Topco
Cayman Islands
-$308K -1,949 Closed