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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
EMFAT
76
Emerald Mutual Fund Advisers Trust
Pennsylvania
$9.49M -$8.18M -62,502 -47%
SO
77
STRS Ohio
Ohio
$9.23M -$174K -1,332 -2%
FPTW
78
Franklin, Parlapiano, Turner & Welch
Texas
$9.17M -$861K -6,581 -9%
PC
79
Pier Capital
Connecticut
$9M -$963K -7,360 -10%
CF
80
Corebridge Financial
Texas
$8.94M +$8.68M +66,286 New
Retirement Systems of Alabama
81
Retirement Systems of Alabama
Alabama
$8.72M -$107K -817 -1%
MOACM
82
Mutual of America Capital Management
New York
$8.63M +$192K +1,467 +2%
Stifel Financial
83
Stifel Financial
Missouri
$8.5M -$216K -1,650 -3%
WCM
84
Woodson Capital Management
Connecticut
$8.5M -$144K -1,100 -2%
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$8.33M -$1.93M -14,757 -19%
WT
86
Whittier Trust
California
$8.26M +$399K +3,050 +5%
GPGA
87
Grandeur Peak Global Advisors
Utah
$8.06M -$1.66M -12,686 -18%
EP
88
Edgestream Partners
New Jersey
$7.83M +$1.58M +12,058 +26%
CIC
89
Crawford Investment Counsel
Georgia
$7.6M -$218K -1,665 -3%
GIP
90
Granite Investment Partners
California
$7.58M -$143K -1,095 -2%
BAM
91
Bell Asset Management
Australia
$7.14M -$1.01M -7,724 -13%
California State Teachers Retirement System (CalSTRS)
92
California State Teachers Retirement System (CalSTRS)
California
$6.86M -$114K -872 -2%
FNBT
93
FineMark National Bank & Trust
Florida
$6.58M +$141K +1,076 +2%
WLPWM
94
Walled Lake Planning & Wealth Management
Illinois
$6.1M -$314K -2,400 -5%
FAM
95
Fenimore Asset Management
New York
$6.08M +$5.9M +45,074 New
LPL Financial
96
LPL Financial
California
$6.07M +$305K +2,332 +5%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.06M -$60.9K -465 -1%
Victory Capital Management
98
Victory Capital Management
Texas
$6.03M -$810K -6,191 -12%
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$5.61M +$71.3K +545 +1%
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.6M -$3.12M -23,867 -37%