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Houlihan Lokey

343 hedge funds and large institutions have $4.42B invested in Houlihan Lokey in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 136 increasing their positions, 120 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
5.43%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
47
Increased
136
Reduced
120
Closed
46
Calls
$2.92M
Puts
$1.44M
Net Calls
+$1.48M
Net Calls Change
-$4.65M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
226
FDx Advisors
Illinois
$448K +$101K +1,149 +29%
Rockefeller Capital Management
227
Rockefeller Capital Management
New York
$434K +$4.91K +56 +1%
RMC
228
Resources Management Corp
Connecticut
$433K +$8.78K +100 +2%
JIR
229
James Investment Research
Ohio
$414K +$1.05K +12 +0.3%
CMI
230
Clare Market Investments
Texas
$395K +$395K +4,500 New
New York State Teachers Retirement System (NYSTRS)
231
New York State Teachers Retirement System (NYSTRS)
New York
$395K +$8.78K +100 +2%
IA
232
IndexIQ Advisors
New York
$388K -$169K -1,927 -30%
ET
233
Equitable Trust
Tennessee
$386K +$386K +4,396 New
Twin Tree Management
234
Twin Tree Management
Texas
$376K -$340K -3,876 -47%
GHA
235
GW Henssler & Associates
Georgia
$376K +$439 +5 +0.1%
Canada Life
236
Canada Life
Manitoba, Canada
$373K +$33.8K +363 +10%
SAM
237
Sawgrass Asset Management
Florida
$369K +$369K +4,202 New
SOW
238
State of Wyoming
Wyoming
$352K +$6.33K +72 +2%
MGIA
239
Moneta Group Investment Advisors
Missouri
$351K -$114K -1,296 -24%
YIH
240
Y-Intercept (HK)
Hong Kong
$348K +$348K +3,963 New
FAM
241
Formidable Asset Management
Ohio
$341K +$21.3K +242 +7%
YWP
242
YorkBridge Wealth Partners
New York
$341K +$123K +1,397 +56%
GGS
243
Galvin Gaustad & Stein
Arizona
$334K -$63.1K -718 -16%
Mackenzie Financial
244
Mackenzie Financial
Ontario, Canada
$322K -$1.14K -13 -0.4%
AA
245
ALPS Advisors
Colorado
$314K -$49.4K -562 -14%
VAS
246
Vestmark Advisory Solutions
Massachusetts
$312K -$30.8K -350 -9%
SW
247
SkyOak Wealth
Michigan
$306K +$3.68K +42 +1%
VFA
248
Voya Financial Advisors
Connecticut
$302K -$123K -1,360 -29%
PM
249
Parametrica Management
Hong Kong
$298K +$298K +3,394 New
Wellington Management Group
250
Wellington Management Group
Massachusetts
$296K