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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
WC
101
Weil Company
California
$5.34M +$665K +5,081 +15%
Man Group
102
Man Group
United Kingdom
$5.31M -$175K -1,338 -3%
Canada Life
103
Canada Life
Manitoba, Canada
$5.26M +$471K +3,595 +10%
RCW
104
Rheos Capital Works
Japan
$5.18M +$5.03M +38,400 New
Fiera Capital (Canada)
105
Fiera Capital (Canada)
Quebec, Canada
$4.99M +$41.6K +318 +0.9%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$4.93M -$2.88K -22 -0.1%
VI
107
Vestcor Inc
New Brunswick, Canada
$4.51M
US Bancorp
108
US Bancorp
Minnesota
$4.47M +$36.5K +279 +0.8%
WTC
109
WhitTier Trust Company
Nevada
$4.3M +$155K +1,185 +4%
Barclays
110
Barclays
United Kingdom
$4.09M -$4.76M -36,382 -55%
Prudential Financial
111
Prudential Financial
New Jersey
$4.08M +$2.06M +15,747 +109%
OAM
112
Oppenheimer Asset Management
New York
$3.85M +$165K +1,259 +5%
Comerica Bank
113
Comerica Bank
Texas
$3.84M -$238K -1,821 -6%
T. Rowe Price Associates
114
T. Rowe Price Associates
Maryland
$3.78M +$173K +1,320 +5%
MIM
115
MetLife Investment Management
New Jersey
$3.75M -$128K -980 -3%
Teacher Retirement System of Texas
116
Teacher Retirement System of Texas
Texas
$3.65M +$574K +4,383 +19%
AB
117
Amalgamated Bank
New York
$3.57M -$254K -1,942 -7%
RBA
118
Richard Bernstein Advisors
New York
$3.56M +$393 +3 +0%
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$3.54M -$140K -1,068 -4%
CCM
120
Cinctive Capital Management
New York
$3.5M -$132K -1,008 -4%
American Century Companies
121
American Century Companies
Missouri
$3.46M -$107K -816 -3%
HA
122
Harbor Advisors
Florida
$3.37M
SA
123
SpiderRock Advisors
Delaware
$3.29M -$144K -1,100 -4%
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$3.29M +$153K +1,171 +5%
TC
125
TownSquare Capital
Utah
$3.24M +$517K +3,949 +20%