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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
Principal Financial Group
51
Principal Financial Group
Iowa
$23.5M -$2.86M -21,819 -11%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$22.3M -$521K -3,982 -2%
FLPIM
53
F.L. Putnam Investment Management
Massachusetts
$22.2M -$911K -6,962 -4%
RJA
54
Raymond James & Associates
Florida
$21M +$1.65M +12,588 +9%
JP Morgan Chase
55
JP Morgan Chase
New York
$20.5M +$4.8M +36,660 +32%
RA
56
Royce & Associates
New York
$20.2M -$1.42M -10,847 -7%
MAM
57
Montanaro Asset Management
United Kingdom
$19.7M
UBS Group
58
UBS Group
Switzerland
$19.1M -$1.95M -14,923 -10%
GIA
59
GHP Investment Advisors
Colorado
$17.7M -$165K -1,259 -0.9%
N
60
Nuveen
North Carolina
$17.6M -$188K -1,439 -1%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$17.5M +$59.3K +453 +0.4%
Jennison Associates
62
Jennison Associates
New York
$16.9M -$29M -221,611 -64%
SBH
63
Segall Bryant & Hamill
Illinois
$16.8M +$443K +3,383 +3%
Schroder Investment Management Group
64
Schroder Investment Management Group
United Kingdom
$15.4M -$72.9K -557 -0.5%
Swiss National Bank
65
Swiss National Bank
Switzerland
$13.8M +$39.3K +300 +0.3%
Legal & General Group
66
Legal & General Group
United Kingdom
$13.6M -$1.33M -10,180 -9%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$13M -$199K -1,521 -2%
SPS
68
Susquehanna Portfolio Strategies
Pennsylvania
$12.9M -$1.05M -8,024 -8%
EA
69
Emerald Advisers
Pennsylvania
$11.8M -$10.1M -77,484 -47%
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$11.6M +$9.94M +75,931 +727%
Polen Capital Management
71
Polen Capital Management
Florida
$11.1M -$1M -7,646 -8%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$10.7M -$48.8K -373 -0.5%
DCM
73
Driehaus Capital Management
Illinois
$10.3M -$9.3M -71,080 -48%
PAM
74
PineStone Asset Management
Quebec, Canada
$10.1M +$9.84M +75,195 New
AA
75
ALPS Advisors
Colorado
$9.98M +$1.33M +10,157 +16%