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Houlihan Lokey

448 hedge funds and large institutions have $8.25B invested in Houlihan Lokey in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 157 increasing their positions, 155 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+33
Holders Change %
+7.95%
% of All Funds
6.48%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
71
Increased
157
Reduced
155
Closed
35
Calls
$3.27M
Puts
$1.44M
Net Calls
+$1.83M
Net Calls Change
-$3.79M
Name Holding Trade Value Shares
Change
Shares
Change %
UBS AM
51
UBS AM
Illinois
$26.2M -$1.95M -12,370 -7%
FLPIM
52
F.L. Putnam Investment Management
Massachusetts
$26M -$83.6K -529 -0.3%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$25.8M -$283K -1,793 -1%
Millennium Management
54
Millennium Management
New York
$25.4M -$53.9M -341,111 -68%
RJA
55
Raymond James & Associates
Florida
$24.9M +$276K +1,747 +1%
Fidelity International
56
Fidelity International
Bermuda
$24.8M -$11.6M -73,194 -32%
Lord, Abbett & Co
57
Lord, Abbett & Co
New Jersey
$24.2M +$24.2M +153,000 New
MAM
58
Montanaro Asset Management
United Kingdom
$23.9M +$751K +4,750 +3%
Nuveen Asset Management
59
Nuveen Asset Management
Illinois
$20.5M -$99.1K -627 -0.5%
GIA
60
GHP Investment Advisors
Colorado
$20.3M -$487K -3,082 -2%
Principal Financial Group
61
Principal Financial Group
Iowa
$19.5M -$8.1M -51,246 -29%
RA
62
Royce & Associates
New York
$19.4M -$4.3M -27,226 -18%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$19.1M -$4.87M -30,800 -20%
Schroder Investment Management Group
64
Schroder Investment Management Group
United Kingdom
$18.6M +$540K +3,424 +3%
Legal & General Group
65
Legal & General Group
United Kingdom
$16.5M +$495K +3,130 +3%
Swiss National Bank
66
Swiss National Bank
Switzerland
$16.2M
AA
67
ALPS Advisors
Colorado
$16.1M +$4.41M +27,914 +38%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$14.9M -$344K -2,176 -2%
SBH
69
Segall Bryant & Hamill
Illinois
$14.7M -$4.94M -31,278 -25%
Stifel Financial
70
Stifel Financial
Missouri
$14.2M +$4.23M +26,780 +43%
Bank Julius Baer & Co
71
Bank Julius Baer & Co
Switzerland
$14M +$13.9M +86,984 +17,089%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$13.3M -$378K -2,394 -3%
ACL
73
Azora Capital LP
Florida
$13.2M +$13.2M +83,722 New
Russell Investments Group
74
Russell Investments Group
United Kingdom
$12.5M -$31.1K -197 -0.2%
PAM
75
PineStone Asset Management
Quebec, Canada
$11.9M