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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
HA
126
Harbor Advisors
Florida
$3.2M
SA
127
SpiderRock Advisors
Delaware
$3.13M +$3.16M +25,532 New
YCM
128
Yousif Capital Management
Michigan
$3.12M -$42.6K -344 -1%
WCF
129
West Coast Financial
California
$3.04M -$196K -1,581 -6%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$2.95M +$99.7K +806 +4%
Teacher Retirement System of Texas
131
Teacher Retirement System of Texas
Texas
$2.91M +$1.32M +10,680 +89%
Treasurer of the State of North Carolina
132
Treasurer of the State of North Carolina
North Carolina
$2.9M +$18.6K +150 +0.7%
Corient Private Wealth
133
Corient Private Wealth
Florida
$2.86M +$1.86K +15 +0.1%
RFC
134
Regions Financial Corp
Alabama
$2.73M -$23.8K -192 -0.9%
AI
135
Atria Investments
North Carolina
$2.64M -$121K -980 -5%
DC
136
Davenport & Co
Virginia
$2.59M +$351K +2,837 +16%
TC
137
TownSquare Capital
Utah
$2.58M +$619K +5,004 +33%
Pathstone Holdings
138
Pathstone Holdings
New Jersey
$2.55M +$2M +16,140 +429%
Daiwa Securities Group
139
Daiwa Securities Group
Japan
$2.54M -$1.33M -10,765 -35%
CAM
140
Cresset Asset Management
Illinois
$2.53M +$747K +6,037 +44%
NA
141
NewEdge Advisors
Louisiana
$2.53M +$96.7K +782 +4%
AIMCA
142
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.52M -$163K -1,316 -6%
VanEck Associates
143
VanEck Associates
New York
$2.5M +$645K +5,217 +37%
HCM
144
Hilton Capital Management
New York
$2.5M +$1.36M +10,977 +129%
MML Investors Services
145
MML Investors Services
Massachusetts
$2.44M -$36.7K -297 -2%
PCM
146
Prelude Capital Management
New York
$2.35M +$1.85M +14,968 +442%
AIP
147
Ameritas Investment Partners
Nebraska
$2.34M +$12K +97 +0.5%
TRSOTSOK
148
Teachers Retirement System of the State of Kentucky
Kentucky
$2.29M +$742K +6,000 +50%
HSBC Holdings
149
HSBC Holdings
United Kingdom
$2.23M +$652K +5,268 +44%
New York State Teachers Retirement System (NYSTRS)
150
New York State Teachers Retirement System (NYSTRS)
New York
$2.18M +$481K +3,887 +30%