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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
Point72 Asset Management
101
Point72 Asset Management
Connecticut
$5.18M -$12.7M -117,438 -73%
Canada Life
102
Canada Life
Manitoba, Canada
$4.98M +$2.85M +26,308 +172%
Truist Financial
103
Truist Financial
North Carolina
$4.83M -$494K -4,556 -10%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$4.82M +$50.1K +462 +1%
LPL Financial
105
LPL Financial
California
$4.38M +$181K +1,665 +5%
OAM
106
Oppenheimer Asset Management
New York
$4.29M -$170K -1,569 -4%
Man Group
107
Man Group
United Kingdom
$4.26M +$3.85M +35,556 New
VI
108
Vestcor Inc
New Brunswick, Canada
$4.12M +$419K +3,867 +13%
Renaissance Technologies
109
Renaissance Technologies
New York
$4.04M +$3.65M +33,700 New
AB
110
Amalgamated Bank
New York
$4.03M +$2.65M +24,441 +266%
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$4.03M +$103K +954 +3%
Fiera Capital (Canada)
112
Fiera Capital (Canada)
Quebec, Canada
$4M -$311K -2,869 -8%
Comerica Bank
113
Comerica Bank
Texas
$3.7M +$2.22M +20,431 +197%
US Bancorp
114
US Bancorp
Minnesota
$3.68M -$173K -1,598 -5%
Daiwa Securities Group
115
Daiwa Securities Group
Japan
$3.67M +$723K +6,667 +28%
WC
116
Weil Company
California
$3.64M -$613K -5,658 -16%
EGI
117
EAM Global Investors
California
$3.53M +$3.2M +29,473 New
Ensign Peak Advisors
118
Ensign Peak Advisors
Utah
$3.51M +$173K +1,598 +6%
MIM
119
MetLife Investment Management
New Jersey
$3.51M +$3.04M +28,077 +2,423%
WTC
120
WhitTier Trust Company
Nevada
$3.5M +$153K +1,408 +5%
EI
121
EAM Investors
California
$3.49M +$3.15M +29,087 New
State of New Jersey Common Pension Fund D
122
State of New Jersey Common Pension Fund D
New Jersey
$3.45M
Osaic Holdings
123
Osaic Holdings
Arizona
$3.42M -$1.28M -11,796 -29%
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$3.27M +$2.06K +19 +0.1%
RBA
125
Richard Bernstein Advisors
New York
$3.16M +$1.74K +16 +0.1%