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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
IWM
526
IHT Wealth Management
Illinois
-$268K -1,688 Closed
BFM
527
Boothbay Fund Management
New York
-$233K -1,475 Closed
DC
528
Diametric Capital
Massachusetts
-$229K -1,450 Closed
SSA
529
Schonfeld Strategic Advisors
New York
-$209K -1,321 Closed
TI
530
TrueMark Investments
Illinois
-$203K -1,286 Closed
PAM
531
Paradigm Asset Management
New York
-$190K -1,200 Closed
PS
532
Planned Solutions
California
-$114K -722 Closed
HIIFS
533
Harel Insurance Investments & Financial Services
Israel
-$93K -591 Closed
QL
534
Quarry LP
New York
-$76.3K -483 Closed
GSEP
535
Golden State Equity Partners
California
-$76K -481 Closed
HT
536
Headlands Technologies
Illinois
-$73.3K -464 Closed
ACM
537
Accent Capital Management
Ohio
-$55.3K -350 Closed
DB
538
Danske Bank
Denmark
-$15.8K -100 Closed
ATS
539
Ashton Thomas Securities
New York
-$12K -76 Closed
FFC
540
First Financial Corp
Indiana
-$9.48K -60 Closed
PCWA
541
Pacific Capital Wealth Advisors
California
-$7.58K -48 Closed
FFA
542
Frazier Financial Advisors
Ohio
-$4.58K -29 Closed
CSC
543
Caldwell Sutter Capital
California
-$948 -6 Closed
CPA
544
Capital Performance Advisors
California
-$632 -4 Closed
CA
545
Claris Advisors
Missouri
-$632 -4 Closed
BF
546
BOK Financial
Oklahoma
-$318 -2 Closed