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Houlihan Lokey

505 hedge funds and large institutions have $9.29B invested in Houlihan Lokey in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 174 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 41

36% more call options, than puts

Call options by funds: $6.51M | Put options by funds: $4.78M

12% more funds holding

Funds holding: 451505 (+54)

11% more capital invested

Capital invested by funds: $8.36B → $9.29B (+$931M)

5% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 165

0.2% more ownership

Funds ownership: 99.3%99.5% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
505
Holders Change
+54
Holders Change %
+11.97%
% of All Funds
6.65%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
102
Increased
174
Reduced
165
Closed
41
Calls
$6.51M
Puts
$4.78M
Net Calls
+$1.74M
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
201
Verition Fund Management
Connecticut
$1.7M +$1.72M +9,790 New
SEA
202
Stegent Equity Advisors
Texas
$1.7M +$1.72M +9,764 New
UBP
203
Union Bancaire Privee
Switzerland
$1.66M +$1.67M +9,506 New
LTAS
204
Linden Thomas Advisory Services
North Carolina
$1.64M +$36.6K +208 +2%
VOYA Investment Management
205
VOYA Investment Management
Georgia
$1.64M -$176K -999 -10%
Osaic Holdings
206
Osaic Holdings
Arizona
$1.61M +$438K +2,486 +36%
PAS
207
Park Avenue Securities
New York
$1.61M +$282K +1,599 +21%
Lazard Asset Management
208
Lazard Asset Management
New York
$1.35M +$423K +2,400 +45%
SWIG
209
Strategic Wealth Investment Group
Kentucky
$1.35M -$57.1K -324 -4%
BCI
210
Brinker Capital Investments
Pennsylvania
$1.34M -$34.5K -196 -2%
OPS
211
Orion Portfolio Solutions
Nebraska
$1.34M -$34.5K -196 -2%
FB
212
Fulton Bank
Pennsylvania
$1.32M +$73.6K +418 +6%
ET
213
Entropy Technologies
New York
$1.3M +$776K +4,407 +142%
Pictet Asset Management
214
Pictet Asset Management
Switzerland
$1.3M +$189K +1,072 +17%
CCIA
215
Campbell & Co Investment Adviser
Maryland
$1.3M +$1.31M +7,459 New
VPIM
216
Vanguard Personalized Indexing Management
California
$1.26M +$28.2K +160 +2%
Deutsche Bank
217
Deutsche Bank
Germany
$1.25M -$2.09M -11,879 -62%
Nomura Holdings
218
Nomura Holdings
Japan
$1.23M +$1.25M +7,110 New
TFCM
219
Taylor Frigon Capital Management
Arizona
$1.17M -$980K -5,565 -45%
ASN
220
Advisory Services Network
Georgia
$1.15M +$727K +4,130 +165%
EW
221
Evoke Wealth
California
$1.15M +$1.16M +6,603 New
X
222
Xponance
Pennsylvania
$1.13M +$63.4K +360 +6%
COI
223
Connable Office Inc
Michigan
$1.12M
JIR
224
James Investment Research
Ohio
$1.1M
BA
225
Bridgewater Associates
Connecticut
$1.08M -$90.2K -512 -8%