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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
GWM
151
Geneos Wealth Management
Colorado
$2.06M +$80.2K +648 +4%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$2.06M -$233K -1,887 -11%
RJFSA
153
Raymond James Financial Services Advisors
Florida
$2.03M +$259K +2,097 +15%
Mirae Asset Global Investments
154
Mirae Asset Global Investments
South Korea
$1.99M +$2.74M +22,185 New
Truist Financial
155
Truist Financial
North Carolina
$1.98M -$3.07M -24,843 -62%
TFCM
156
Taylor Frigon Capital Management
Arizona
$1.93M -$38.5K -311 -2%
LSERS
157
Louisiana State Employees Retirement System
Louisiana
$1.92M +$61.9K +500 +3%
ECM
158
ExodusPoint Capital Management
New York
$1.91M +$1.85M +14,930 New
IMRF
159
Illinois Municipal Retirement Fund
Illinois
$1.91M
Prudential Financial
160
Prudential Financial
New Jersey
$1.86M -$350K -2,829 -16%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$1.85M -$91.2K -737 -5%
KCM
162
Kennedy Capital Management
Missouri
$1.83M -$148K -1,195 -8%
ASRS
163
Arizona State Retirement System
Arizona
$1.82M -$16.8K -136 -0.9%
Cetera Investment Advisers
164
Cetera Investment Advisers
Illinois
$1.73M +$1.44M +11,605 +604%
TPM
165
Triasima Portfolio Management
Quebec, Canada
$1.73M +$1.43M +11,584 +604%
AG
166
Algert Global
California
$1.71M -$299K -2,420 -15%
OPERF
167
Oregon Public Employees Retirement Fund
Oregon
$1.65M -$210K -1,700 -12%
SOMRS
168
State of Michigan Retirement System
Michigan
$1.64M +$49.5K +400 +3%
CS
169
Cannell & Spears
New York
$1.57M +$1.51M +12,245 New
AWM
170
Avior Wealth Management
Nebraska
$1.56M +$12.5K +101 +0.8%
Citigroup
171
Citigroup
New York
$1.55M -$364K -2,941 -20%
State Board of Administration of Florida Retirement System
172
State Board of Administration of Florida Retirement System
Florida
$1.51M -$320K -2,588 -13%
Envestnet Portfolio Solutions
173
Envestnet Portfolio Solutions
Illinois
$1.51M +$3.22K +26 +0.2%
NMIMC
174
Northwestern Mutual Investment Management Company
Wisconsin
$1.49M +$17.6K +142 +1%
COPPSERS
175
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.48M +$17.3K +140 +1%