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Houlihan Lokey

448 hedge funds and large institutions have $8.25B invested in Houlihan Lokey in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 157 increasing their positions, 155 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+33
Holders Change %
+7.95%
% of All Funds
6.48%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
71
Increased
157
Reduced
155
Closed
35
Calls
$3.27M
Puts
$1.44M
Net Calls
+$1.83M
Net Calls Change
-$3.79M
Name Holding Trade Value Shares
Change
Shares
Change %
State of New Jersey Common Pension Fund D
151
State of New Jersey Common Pension Fund D
New Jersey
$2.71M -$642K -4,064 -19%
TI
152
Tidal Investments
Wisconsin
$2.64M +$326K +2,061 +14%
MCM
153
Monument Capital Management
Virginia
$2.57M +$2.57M +16,284 New
American Century Companies
154
American Century Companies
Missouri
$2.43M -$1.63M -10,287 -40%
ASRS
155
Arizona State Retirement System
Arizona
$2.39M +$84.5K +535 +4%
MIM
156
Monashee Investment Management
Massachusetts
$2.37M +$2.37M +15,000 New
IMRF
157
Illinois Municipal Retirement Fund
Illinois
$2.35M
LSERS
158
Louisiana State Employees Retirement System
Louisiana
$2.32M -$15.8K -100 -0.7%
AQR Capital Management
159
AQR Capital Management
Connecticut
$2.3M +$520K +3,320 +29%
EF
160
Empowered Funds
Pennsylvania
$2.28M +$453K +2,864 +25%
TPM
161
Triasima Portfolio Management
Quebec, Canada
$2.2M +$71.1K +450 +3%
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$2.2M +$61.2K +387 +3%
Truist Financial
163
Truist Financial
North Carolina
$2.02M -$124K -785 -6%
SOMRS
164
State of Michigan Retirement System
Michigan
$1.99M
TFCM
165
Taylor Frigon Capital Management
Arizona
$1.94M -$378K -2,394 -16%
ETC
166
Exchange Traded Concepts
Oklahoma
$1.94M +$849K +5,371 +78%
Handelsbanken Fonder
167
Handelsbanken Fonder
Sweden
$1.92M +$379K +2,400 +25%
Mariner
168
Mariner
Kansas
$1.92M +$251K +1,588 +15%
AWM
169
Avior Wealth Management
Nebraska
$1.91M -$1.74K -11 -0.1%
Tudor Investment Corp
170
Tudor Investment Corp
Connecticut
$1.89M +$1.89M +11,975 New
Envestnet Portfolio Solutions
171
Envestnet Portfolio Solutions
Illinois
$1.89M +$49.5K +313 +3%
Citigroup
172
Citigroup
New York
$1.88M +$529K +3,346 +39%
Zurich Cantonal Bank
173
Zurich Cantonal Bank
Switzerland
$1.87M +$102K +645 +6%
NMIMC
174
Northwestern Mutual Investment Management Company
Wisconsin
$1.86M +$15.3K +97 +0.8%
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$1.86M -$221K -1,400 -11%