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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
Amundi
201
Amundi
France
$907K +$882K +6,738 New
FB
202
Fulton Bank
Pennsylvania
$905K +$654 +5 +0.1%
Allspring Global Investments
203
Allspring Global Investments
North Carolina
$894K
BA
204
Bridgewater Associates
Connecticut
$874K +$848K +6,482 New
COI
205
Connable Office Inc
Michigan
$871K -$70.6K -539 -8%
AWCI
206
Alpine Woods Capital Investors
New York
$862K +$297K +2,267 +55%
IIC
207
Integrated Investment Consultants
Michigan
$857K
JIR
208
James Investment Research
Ohio
$855K -$262 -2 -0%
Citadel Advisors
209
Citadel Advisors
Florida
$833K +$809K +6,180 New
X
210
Xponance
Pennsylvania
$801K -$78.5K -600 -9%
NGA
211
Naples Global Advisors
Florida
$799K -$10.5K -80 -1%
SWM
212
Sendero Wealth Management
Texas
$785K
NS
213
NBC Securities
Alabama
$778K -$17.3K -132 -2%
SOADOR
214
State of Alaska Department of Revenue
Alaska
$762K
EAM
215
EFG Asset Management
Oregon
$732K -$710K -5,424 -50%
MGIA
216
Moneta Group Investment Advisors
Missouri
$732K +$118K +901 +20%
BHPW
217
Beverly Hills Private Wealth
California
$721K -$70.9K -542 -9%
Renaissance Technologies
218
Renaissance Technologies
New York
$715K -$2.58M -19,700 -79%
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$690K +$13.4K +102 +2%
STA
220
Summit Trail Advisors
New York
$688K +$152K +1,164 +30%
XT
221
XTX Topco
Cayman Islands
$687K +$667K +5,093 New
IP
222
Isthmus Partners
Wisconsin
$685K
BCM
223
Brookstone Capital Management
Illinois
$645K -$142K -1,086 -20%
SIM
224
Studio Investment Management
Illinois
$634K -$393 -3 -0.1%
IB
225
Intrust Bank
Kansas
$632K -$9.69K -74 -2%