We are live on ! Find out more
HLI icon

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
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$5.26M +$100K +809 +2%
Man Group
102
Man Group
United Kingdom
$5.22M +$641K +5,185 +15%
GLA
103
Great Lakes Advisors
Illinois
$4.95M -$9.41M -76,041 -66%
Fiera Capital (Canada)
104
Fiera Capital (Canada)
Quebec, Canada
$4.7M +$408K +3,298 +10%
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$4.69M +$367K +2,964 +9%
Canada Life
106
Canada Life
Manitoba, Canada
$4.54M -$764K -6,173 -15%
WC
107
Weil Company
California
$4.42M +$510K +4,123 +14%
VI
108
Vestcor Inc
New Brunswick, Canada
$4.29M -$109K -884 -3%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$4.22M +$4.07M +32,923 New
US Bancorp
110
US Bancorp
Minnesota
$4.22M +$271K +2,187 +7%
WTC
111
WhitTier Trust Company
Nevada
$3.93M +$188K +1,516 +5%
Janus Henderson Group
112
Janus Henderson Group
United Kingdom
$3.93M +$808K +6,535 +27%
Comerica Bank
113
Comerica Bank
Texas
$3.88M -$69.7K -563 -2%
EGI
114
EAM Global Investors
California
$3.78M
Ensign Peak Advisors
115
Ensign Peak Advisors
Utah
$3.74M -$13.5K -109 -0.4%
State of New Jersey Common Pension Fund D
116
State of New Jersey Common Pension Fund D
New Jersey
$3.69M
MIM
117
MetLife Investment Management
New Jersey
$3.69M -$59.3K -479 -2%
AB
118
Amalgamated Bank
New York
$3.65M -$643K -5,198 -15%
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$3.5M +$5.94K +48 +0.2%
OAM
120
Oppenheimer Asset Management
New York
$3.49M -$1.05M -8,488 -24%
CCM
121
Cinctive Capital Management
New York
$3.45M +$3.33M +26,943 New
T. Rowe Price Associates
122
T. Rowe Price Associates
Maryland
$3.42M +$202K +1,631 +7%
American Century Companies
123
American Century Companies
Missouri
$3.39M -$3.23M -26,070 -50%
RBA
124
Richard Bernstein Advisors
New York
$3.38M
Renaissance Technologies
125
Renaissance Technologies
New York
$3.21M -$1.08M -8,700 -26%