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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
Grantham, Mayo, Van Otterloo & Co (GMO)
51
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$30.9M -$20.4M -115,845 -39%
EAM
52
Eventide Asset Management
Massachusetts
$30.8M +$1.47M +8,324 +5%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$30.3M -$1.69M -9,624 -5%
FLPIM
54
F.L. Putnam Investment Management
Massachusetts
$29.5M +$995K +5,651 +3%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$28.8M +$451K +2,559 +2%
Macquarie Group
56
Macquarie Group
Australia
$28M -$4.27M -24,261 -13%
JP Morgan Chase
57
JP Morgan Chase
New York
$22.8M +$1.75M +9,914 +8%
Fidelity International
58
Fidelity International
Bermuda
$22.4M -$4.93M -27,975 -18%
Balyasny Asset Management
59
Balyasny Asset Management
Illinois
$22.2M +$22.5M +127,782 New
N
60
Nuveen
North Carolina
$21.9M -$662K -3,761 -3%
Assenagon Asset Management
61
Assenagon Asset Management
Luxembourg
$21.6M +$21.9M +124,456 New
GIA
62
GHP Investment Advisors
Colorado
$21.5M -$801K -4,547 -4%
Principal Financial Group
63
Principal Financial Group
Iowa
$21.3M -$33.3K -189 -0.2%
Point72 Asset Management
64
Point72 Asset Management
Connecticut
$20.9M +$21.2M +120,369 New
AA
65
ALPS Advisors
Colorado
$20.8M +$3.18M +18,047 +18%
Schroder Investment Management Group
66
Schroder Investment Management Group
United Kingdom
$20.1M -$407K -2,309 -2%
Legal & General Group
67
Legal & General Group
United Kingdom
$18.2M +$121K +688 +0.7%
Swiss National Bank
68
Swiss National Bank
Switzerland
$18.2M +$423K +2,400 +2%
Bank Julius Baer & Co
69
Bank Julius Baer & Co
Switzerland
$17.6M +$2.29M +13,022 +15%
RA
70
Royce & Associates
New York
$17.2M -$4.1M -23,288 -19%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$16.6M +$15.9M +90,343 +1,823%
MAM
72
Montanaro Asset Management
United Kingdom
$16.5M -$9.86M -56,000 -37%
Stifel Financial
73
Stifel Financial
Missouri
$16.4M +$772K +4,385 +5%
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$16.1M -$315K -1,788 -2%
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$15.6M +$5.78M +32,845 +58%