We are live on ! Find out more
HLI icon

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
EA
51
Emerald Advisers
Pennsylvania
$21.2M +$106K +855 +0.5%
Fidelity International
52
Fidelity International
Bermuda
$21M +$10.4M +84,326 +106%
RA
53
Royce & Associates
New York
$20.6M -$5.95M -48,105 -23%
UBS Group
54
UBS Group
Switzerland
$20.1M -$448K -3,620 -2%
DCM
55
Driehaus Capital Management
Illinois
$18.9M +$1.99M +16,100 +12%
MAM
56
Montanaro Asset Management
United Kingdom
$18.7M +$186K +1,500 +1%
RJA
57
Raymond James & Associates
Florida
$18.4M +$715K +5,781 +4%
EMFAT
58
Emerald Mutual Fund Advisers Trust
Pennsylvania
$17M -$486K -3,930 -3%
GIA
59
GHP Investment Advisors
Colorado
$17M -$172K -1,389 -1%
N
60
Nuveen
North Carolina
$16.9M -$18.3K -148 -0.1%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$16.6M -$4.92M -39,794 -24%
SBH
62
Segall Bryant & Hamill
Illinois
$15.5M -$215K -1,735 -1%
JP Morgan Chase
63
JP Morgan Chase
New York
$14.8M +$741K +5,986 +5%
Schroder Investment Management Group
64
Schroder Investment Management Group
United Kingdom
$14.7M -$271K -2,188 -2%
Legal & General Group
65
Legal & General Group
United Kingdom
$14.3M +$32.2K +260 +0.2%
UBS AM
66
UBS AM
Illinois
$13.4M -$98.4K -795 -0.8%
SPS
67
Susquehanna Portfolio Strategies
Pennsylvania
$13.3M
Swiss National Bank
68
Swiss National Bank
Switzerland
$13.1M +$124K +1,000 +1%
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$12.6M +$226K +1,823 +2%
Polen Capital Management
70
Polen Capital Management
Florida
$11.5M -$4.61M -37,276 -29%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$10.2M -$49.2K -398 -0.5%
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$9.81M +$9.47M +76,516 New
FPTW
73
Franklin, Parlapiano, Turner & Welch
Texas
$9.56M -$224K -1,810 -2%
PC
74
Pier Capital
Connecticut
$9.5M -$2.64M -21,376 -22%
GPGA
75
Grandeur Peak Global Advisors
Utah
$9.29M -$1.56M -12,649 -15%