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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
AQR Capital Management
176
AQR Capital Management
Connecticut
$1.54M +$634K +4,844 +74%
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$1.51M +$37K +283 +3%
VOYA Investment Management
178
VOYA Investment Management
Georgia
$1.51M +$322K +2,460 +28%
OPERF
179
Oregon Public Employees Retirement Fund
Oregon
$1.47M -$262K -2,000 -16%
VIM
180
VELA Investment Management
Ohio
$1.45M
NMERB
181
New Mexico Educational Retirement Board
New Mexico
$1.43M
Mariner
182
Mariner
Kansas
$1.42M +$55.1K +421 +4%
AIMCA
183
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.35M -$1.26M -9,663 -49%
Handelsbanken Fonder
184
Handelsbanken Fonder
Sweden
$1.32M +$209K +1,600 +20%
OSAM
185
O'Shaughnessy Asset Management
Connecticut
$1.23M +$54.5K +416 +5%
Allianz Asset Management
186
Allianz Asset Management
Germany
$1.22M +$1.19M +9,054 New
State of Tennessee, Department of Treasury
187
State of Tennessee, Department of Treasury
Tennessee
$1.19M
LTAS
188
Linden Thomas Advisory Services
North Carolina
$1.18M +$27.5K +210 +2%
IWC
189
Integrated Wealth Concepts
Massachusetts
$1.17M +$157K +1,197 +16%
FFP
190
FourThought Financial Partners
Florida
$1.16M +$15.6K +119 +1%
Citigroup
191
Citigroup
New York
$1.15M -$466K -3,559 -29%
PAS
192
Park Avenue Securities
New York
$1.15M +$15.7K +120 +1%
SWIG
193
Strategic Wealth Investment Group
Kentucky
$1.09M +$1.05M +8,041 New
HSBC Holdings
194
HSBC Holdings
United Kingdom
$1.08M -$1.23M -9,386 -54%
RJFSA
195
Raymond James Financial Services Advisors
Florida
$962K -$1.14M -8,708 -55%
TD Asset Management
196
TD Asset Management
Ontario, Canada
$944K +$615K +4,700 +204%
AAS
197
Avantax Advisory Services
Texas
$944K +$674K +5,153 +280%
ETC
198
Exchange Traded Concepts
Oklahoma
$933K +$606K +4,629 +202%
VPIM
199
Vanguard Personalized Indexing Management
California
$932K +$199K +1,520 +28%
Pictet Asset Management
200
Pictet Asset Management
Switzerland
$912K +$8.77K +67 +1%