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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
CIC
126
Chase Investment Counsel
Virginia
$3.18M +$3.09M +23,607 New
NA
127
NewEdge Advisors
Louisiana
$3.18M +$501K +3,824 +19%
VanEck Associates
128
VanEck Associates
New York
$3.15M +$506K +3,862 +20%
WCF
129
West Coast Financial
California
$3.08M -$115K -881 -4%
Janus Henderson Group
130
Janus Henderson Group
United Kingdom
$3.07M -$1.03M -7,906 -26%
Corient Private Wealth
131
Corient Private Wealth
Florida
$3.06M +$50.9K +389 +2%
YCM
132
Yousif Capital Management
Michigan
$3.05M -$226K -1,723 -7%
Ensign Peak Advisors
133
Ensign Peak Advisors
Utah
$3.03M -$870K -6,650 -23%
Treasurer of the State of North Carolina
134
Treasurer of the State of North Carolina
North Carolina
$3.02M -$27.1K -207 -0.9%
AI
135
Atria Investments
North Carolina
$2.92M +$143K +1,089 +5%
Pathstone Holdings
136
Pathstone Holdings
New Jersey
$2.92M +$231K +1,766 +9%
Jane Street
137
Jane Street
New York
$2.89M +$2.81M +21,447 New
State of New Jersey Common Pension Fund D
138
State of New Jersey Common Pension Fund D
New Jersey
$2.86M -$990K -7,561 -26%
RFC
139
Regions Financial Corp
Alabama
$2.82M -$46.1K -352 -2%
DC
140
Davenport & Co
Virginia
$2.75M +$24.6K +188 +0.9%
Daiwa Securities Group
141
Daiwa Securities Group
Japan
$2.73M +$45.7K +349 +2%
HCM
142
Hilton Capital Management
New York
$2.71M +$77.5K +592 +3%
State Board of Administration of Florida Retirement System
143
State Board of Administration of Florida Retirement System
Florida
$2.66M +$320K +2,448 +14%
CAM
144
Cresset Asset Management
Illinois
$2.47M -$187K -1,427 -7%
Deutsche Bank
145
Deutsche Bank
Germany
$2.45M +$1.56M +11,914 +192%
MML Investors Services
146
MML Investors Services
Massachusetts
$2.42M -$138K -1,054 -6%
AIP
147
Ameritas Investment Partners
Nebraska
$2.42M -$46.5K -355 -2%
TRSOTSOK
148
Teachers Retirement System of the State of Kentucky
Kentucky
$2.41M
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.4M +$2.29M +17,531 +6,517%
New York State Teachers Retirement System (NYSTRS)
150
New York State Teachers Retirement System (NYSTRS)
New York
$2.31M +$13.1K +100 +0.6%