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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
KCM
151
Kennedy Capital Management
Missouri
$2.27M +$332K +2,538 +18%
GWM
152
Geneos Wealth Management
Colorado
$2.24M +$74.5K +569 +4%
IMRF
153
Illinois Municipal Retirement Fund
Illinois
$2.01M
LSERS
154
Louisiana State Employees Retirement System
Louisiana
$2M -$26.2K -200 -1%
TFCM
155
Taylor Frigon Capital Management
Arizona
$1.98M -$52.1K -398 -3%
TI
156
Tidal Investments
Wisconsin
$1.97M +$463K +3,541 +32%
AG
157
Algert Global
California
$1.97M +$170K +1,299 +10%
ASRS
158
Arizona State Retirement System
Arizona
$1.97M +$47.1K +360 +3%
SA
159
Sanctuary Advisors
Indiana
$1.94M +$2.01M +15,349 New
SG Americas Securities
160
SG Americas Securities
New York
$1.84M +$1.79M +13,676 New
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$1.83M -$327K -2,495 -16%
Truist Financial
162
Truist Financial
North Carolina
$1.83M -$253K -1,931 -12%
TPM
163
Triasima Portfolio Management
Quebec, Canada
$1.82M
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$1.78M -$165K -1,262 -9%
Cetera Investment Advisers
165
Cetera Investment Advisers
Illinois
$1.76M -$60.7K -464 -3%
SOMRS
166
State of Michigan Retirement System
Michigan
$1.7M -$26.2K -200 -2%
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$1.68M -$2.68M -20,484 -62%
Pacer Advisors
168
Pacer Advisors
Pennsylvania
$1.65M +$382K +2,922 +31%
AWM
169
Avior Wealth Management
Nebraska
$1.63M -$4.19K -32 -0.3%
NMIMC
170
Northwestern Mutual Investment Management Company
Wisconsin
$1.58M +$8.25K +63 +0.5%
Envestnet Portfolio Solutions
171
Envestnet Portfolio Solutions
Illinois
$1.57M -$18.3K -140 -1%
COPPSERS
172
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.57M +$10.1K +77 +0.7%
CS
173
Cannell & Spears
New York
$1.57M -$83.8K -640 -5%
EF
174
Empowered Funds
Pennsylvania
$1.56M +$118K +904 +8%
Susquehanna International Group
175
Susquehanna International Group
Pennsylvania
$1.54M +$1.49M +11,412 New