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Houlihan Lokey

323 hedge funds and large institutions have $3.86B invested in Houlihan Lokey in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 107 increasing their positions, 136 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
-20
Holders Change %
-5.83%
% of All Funds
5.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
43
Increased
107
Reduced
136
Closed
55
Calls
$2.01M
Puts
$773K
Net Calls
+$1.24M
Net Calls Change
-$237K
Name Holding Trade Value Shares
Change
Shares
Change %
VAS
226
Vestmark Advisory Solutions
Massachusetts
$272K -$7.72K -98 -3%
FBT
227
First Bank & Trust
South Dakota
$268K +$13.8K +175 +5%
FB
228
Fulton Bank
Pennsylvania
$256K +$26.9K +340 +12%
VFA
229
Voya Financial Advisors
Connecticut
$255K -$14.9K -184 -6%
MSAM
230
Moloney Securities Asset Management
Missouri
$254K
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$252K +$43.4K +551 +21%
WA
232
Wealth Alliance
New York
$251K +$17.8K +225 +8%
TC
233
TownSquare Capital
Utah
$243K +$243K +3,076 New
Cetera Investment Advisers
234
Cetera Investment Advisers
Illinois
$241K -$789 -10 -0.3%
MLICM
235
Metropolitan Life Insurance Company (MetLife)
New York
$240K -$11.1K -141 -4%
STA
236
Summit Trail Advisors
New York
$240K
CFGS
237
Concourse Financial Group Securities
Alabama
$231K +$8.68K +110 +4%
CIA
238
Capital Impact Advisors
Massachusetts
$228K -$293K -3,703 -56%
PAG
239
Private Advisor Group
New Jersey
$219K -$237 -3 -0.1%
X
240
Xponance
Pennsylvania
$219K +$27.1K +343 +14%
ASN
241
Advisory Services Network
Georgia
$217K -$19.1K -243 -8%
CIBC Asset Management
242
CIBC Asset Management
Ontario, Canada
$217K -$15.9K -201 -7%
II
243
Inspire Investing
Idaho
$213K -$237 -3 -0.1%
CAPTRUST Financial Advisors
244
CAPTRUST Financial Advisors
North Carolina
$211K +$18.2K +230 +9%
Jane Street
245
Jane Street
New York
$209K -$206K -2,608 -50%
RP
246
Riverwater Partners
Wisconsin
$205K +$205K +2,601 New
JCM
247
J2 Capital Management
Michigan
$201K +$201K +2,547 New
JFGIW
248
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$197K
SOW
249
State of Wyoming
Wyoming
$176K -$141K -1,784 -45%
CIP
250
Convergence Investment Partners
Florida
$168K +$168K +2,124 New