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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
SO
76
STRS Ohio
Ohio
$8.94M +$1.74M +14,072 +25%
AIG
77
American International Group
New York
$8.85M -$90.8K -734 -1%
CS
78
Credit Suisse
Switzerland
$8.69M +$322K +2,606 +4%
Barclays
79
Barclays
United Kingdom
$8.55M -$731K -5,912 -8%
Retirement Systems of Alabama
80
Retirement Systems of Alabama
Alabama
$8.39M +$99.5K +804 +1%
Ohio Public Employees Retirement System (OPERS)
81
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.38M -$1.55M -12,557 -16%
Stifel Financial
82
Stifel Financial
Missouri
$8.29M -$97.6K -789 -1%
WCM
83
Woodson Capital Management
Connecticut
$8.22M -$235K -1,900 -3%
AA
84
ALPS Advisors
Colorado
$8.19M +$1.19M +9,639 +18%
MOACM
85
Mutual of America Capital Management
New York
$8.01M -$418K -3,380 -5%
Squarepoint
86
Squarepoint
New York
$7.95M +$7.67M +62,007 New
BAM
87
Bell Asset Management
Australia
$7.77M -$875K -7,074 -10%
WT
88
Whittier Trust
California
$7.46M +$285K +2,301 +4%
CIC
89
Crawford Investment Counsel
Georgia
$7.44M -$280K -2,267 -4%
GIP
90
Granite Investment Partners
California
$7.34M -$247K -1,996 -3%
BCIM
91
British Columbia Investment Management
British Columbia, Canada
$7.31M
California State Teachers Retirement System (CalSTRS)
92
California State Teachers Retirement System (CalSTRS)
California
$6.63M -$306K -2,476 -5%
Victory Capital Management
93
Victory Capital Management
Texas
$6.53M -$1.02M -8,270 -14%
First Trust Advisors
94
First Trust Advisors
Illinois
$6.27M -$1.84M -14,871 -23%
FNBT
95
FineMark National Bank & Trust
Florida
$6.12M -$9.53K -77 -0.2%
WLPWM
96
Walled Lake Planning & Wealth Management
Illinois
$6.1M -$68.2K -551 -1%
EP
97
Edgestream Partners
New Jersey
$5.9M +$3.76M +30,355 +194%
TPSF
98
Texas Permanent School Fund
Texas
$5.85M +$128K +1,033 +2%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.82M +$216K +1,744 +4%
LPL Financial
100
LPL Financial
California
$5.47M +$761K +6,153 +17%