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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
TI
176
Tidal Investments
Wisconsin
$1.42M +$917K +7,414 +202%
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$1.4M -$64.2K -519 -5%
EAM
178
EFG Asset Management
Oregon
$1.39M +$75.7K +612 +6%
VIM
179
VELA Investment Management
Ohio
$1.38M -$163K -1,314 -11%
EF
180
Empowered Funds
Pennsylvania
$1.36M +$119K +965 +10%
NMERB
181
New Mexico Educational Retirement Board
New Mexico
$1.36M
BNP Paribas Financial Markets
182
BNP Paribas Financial Markets
France
$1.34M -$455K -3,681 -26%
CAN
183
Cetera Advisor Networks
California
$1.3M -$116K -934 -8%
Mariner
184
Mariner
Kansas
$1.3M +$193K +1,562 +18%
Pacer Advisors
185
Pacer Advisors
Pennsylvania
$1.19M +$190K +1,534 +20%
State of Tennessee, Department of Treasury
186
State of Tennessee, Department of Treasury
Tennessee
$1.13M +$1.09M +8,800 New
VOYA Investment Management
187
VOYA Investment Management
Georgia
$1.12M -$106K -854 -9%
OSAM
188
O'Shaughnessy Asset Management
Connecticut
$1.11M +$107K +865 +11%
LTAS
189
Linden Thomas Advisory Services
North Carolina
$1.1M -$106K -853 -9%
FFP
190
FourThought Financial Partners
Florida
$1.09M +$58.9K +476 +6%
PAS
191
Park Avenue Securities
New York
$1.08M -$157K -1,267 -13%
Handelsbanken Fonder
192
Handelsbanken Fonder
Sweden
$1.05M
CC
193
Centiva Capital
New York
$971K +$463K +3,742 +98%
IWC
194
Integrated Wealth Concepts
Massachusetts
$956K +$2.35K +19 +0.3%
QT
195
Quantbot Technologies
New York
$932K +$775K +6,267 +625%
COI
196
Connable Office Inc
Michigan
$897K -$81.8K -661 -9%
FB
197
Fulton Bank
Pennsylvania
$860K +$31.8K +257 +4%
Pictet Asset Management
198
Pictet Asset Management
Switzerland
$858K +$88.6K +716 +12%
IIC
199
Integrated Investment Consultants
Michigan
$857K -$133K -1,075 -14%
Allspring Global Investments
200
Allspring Global Investments
North Carolina
$850K +$227K +1,837 +38%