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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$654M +$3.69M +29,843 +0.6%
BlackRock
2
BlackRock
New York
$638M -$41.1M -332,182 -6%
EARNEST Partners
3
EARNEST Partners
Georgia
$412M -$2.31M -18,657 -0.6%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$391M +$32.7M +263,931 +9%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$258M -$25.6M -206,722 -9%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$216M -$13.1M -105,521 -6%
State Street
7
State Street
Massachusetts
$205M +$10.8M +86,983 +6%
BAM
8
Burgundy Asset Management
Ontario, Canada
$192M -$26.5M -214,464 -13%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$170M -$2.8M -22,668 -2%
BAMCO Inc
10
BAMCO Inc
New York
$166M -$58.1K -470 -0%
FMI
11
Fiduciary Management Inc
Wisconsin
$154M +$1.13M +9,144 +0.8%
Bank of America
12
Bank of America
North Carolina
$140M +$9.24M +74,656 +7%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$129M +$1.77M +14,292 +1%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$129M -$3.83M -30,940 -3%
ClearBridge Investments
15
ClearBridge Investments
New York
$121M -$18.3M -148,032 -14%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$116M +$7.25M +58,617 +7%
Ameriprise
17
Ameriprise
Minnesota
$116M -$31.1M -251,731 -22%
Capital International Investors
18
Capital International Investors
California
$102M +$34.1K +276 +0%
Morgan Stanley
19
Morgan Stanley
New York
$95.2M -$84.1M -680,140 -48%
SEI Investments
20
SEI Investments
Pennsylvania
$93.7M +$4.69M +37,882 +5%
VBA
21
Van Berkom & Associates
Quebec, Canada
$90.2M -$11.6M -93,875 -12%
AllianceBernstein
22
AllianceBernstein
Tennessee
$85.4M -$20.8M -168,362 -20%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$80.6M -$410K -3,311 -0.5%
Norges Bank
24
Norges Bank
Norway
$79M +$3.81M +30,791 +5%
Northern Trust
25
Northern Trust
Illinois
$74.8M -$7.02M -56,754 -9%