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Houlihan Lokey

391 hedge funds and large institutions have $6.61B invested in Houlihan Lokey in 2023 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 125 increasing their positions, 130 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

766% more call options, than puts

Call options by funds: $8.72M | Put options by funds: $1.01M

235% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 26

23% more capital invested

Capital invested by funds: $5.39B → $6.61B (+$1.21B)

16% more funds holding

Funds holding: 336391 (+55)

7.8% more ownership

Funds ownership: 97.75%105.55% (+7.8%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 130

Holders
391
Holders Change
+55
Holders Change %
+16.37%
% of All Funds
5.7%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
87
Increased
125
Reduced
130
Closed
26
Calls
$8.72M
Puts
$1.01M
Net Calls
+$7.71M
Net Calls Change
+$3.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
76
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.34M -$100K -923 -1%
FPTW
77
Franklin, Parlapiano, Turner & Welch
Texas
$9.16M -$470K -4,334 -5%
Barclays
78
Barclays
United Kingdom
$8.71M +$5.14M +47,426 +188%
AIG
79
American International Group
New York
$8.36M +$7.51M +69,283 +15,062%
BAM
80
Bell Asset Management
Australia
$8.12M +$976 +9 +0%
WCM
81
Woodson Capital Management
Connecticut
$7.91M +$7.16M +66,000 New
MOACM
82
Mutual of America Capital Management
New York
$7.9M +$3.29M +30,354 +85%
Stifel Financial
83
Stifel Financial
Missouri
$7.85M +$199K +1,832 +3%
CS
84
Credit Suisse
Switzerland
$7.82M +$209K +1,932 +3%
Retirement Systems of Alabama
85
Retirement Systems of Alabama
Alabama
$7.75M +$7.01M +64,644 New
First Trust Advisors
86
First Trust Advisors
Illinois
$7.64M -$2.41M -22,257 -26%
CIC
87
Crawford Investment Counsel
Georgia
$7.23M -$55.1K -508 -0.8%
GIP
88
Granite Investment Partners
California
$7.11M +$66.5K +613 +1%
Victory Capital Management
89
Victory Capital Management
Texas
$7.1M +$1.57M +14,475 +32%
BCIM
90
British Columbia Investment Management
British Columbia, Canada
$6.83M +$2.93M +27,000 +90%
WT
91
Whittier Trust
California
$6.71M +$137K +1,266 +2%
SO
92
STRS Ohio
Ohio
$6.68M +$618K +5,700 +11%
AA
93
ALPS Advisors
Colorado
$6.5M +$826K +7,616 +16%
California State Teachers Retirement System (CalSTRS)
94
California State Teachers Retirement System (CalSTRS)
California
$6.5M -$218K -2,013 -4%
American Century Companies
95
American Century Companies
Missouri
$6.3M +$3.83M +35,292 +205%
WLPWM
96
Walled Lake Planning & Wealth Management
Illinois
$5.77M -$20.5K -189 -0.4%
FNBT
97
FineMark National Bank & Trust
Florida
$5.73M -$58.2K -537 -1%
Voloridge Investment Management
98
Voloridge Investment Management
Florida
$5.56M +$5.02M +46,347 New
TPSF
99
Texas Permanent School Fund
Texas
$5.35M +$4.83M +44,581 New
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.24M +$3.73M +34,401 +371%