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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
BlackRock
1
BlackRock
New York
$932M +$46.6M +264,617 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$914M +$17.3M +98,495 +2%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$570M +$36.8M +208,851 +7%
EARNEST Partners
4
EARNEST Partners
Georgia
$515M -$46.4M -263,680 -8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$326M +$28.5M +161,647 +9%
State Street
6
State Street
Massachusetts
$295M +$14.3M +81,329 +5%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$260M -$61.8M -350,961 -19%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$225M -$21.5M -121,993 -9%
BAM
9
Burgundy Asset Management
Ontario, Canada
$217M +$3.58M +20,354 +2%
FMI
10
Fiduciary Management Inc
Wisconsin
$210M -$790K -4,486 -0.4%
BAMCO Inc
11
BAMCO Inc
New York
$199M -$88K -500 -0%
Bank of America
12
Bank of America
North Carolina
$187M -$22.5M -127,602 -11%
Invesco
13
Invesco
Georgia
$181M +$101M +573,745 +123%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$168M -$719K -4,083 -0.4%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$163M +$2.54M +14,397 +2%
Raymond James Financial
16
Raymond James Financial
Florida
$144M +$146M +826,666 New
Capital International Investors
17
Capital International Investors
California
$138M +$53K +301 +0%
Ameriprise
18
Ameriprise
Minnesota
$134M +$13M +73,566 +11%
SEI Investments
19
SEI Investments
Pennsylvania
$128M -$3.35M -19,027 -3%
Norges Bank
20
Norges Bank
Norway
$114M +$264K +1,497 +0.2%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$113M -$11.1M -62,868 -9%
ClearBridge Investments
22
ClearBridge Investments
New York
$110M -$36.1M -205,022 -24%
Northern Trust
23
Northern Trust
Illinois
$108M +$3.42M +19,406 +3%
Charles Schwab
24
Charles Schwab
California
$105M +$340K +1,931 +0.3%
Morgan Stanley
25
Morgan Stanley
New York
$97.7M +$6.46M +36,665 +7%