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Houlihan Lokey

328 hedge funds and large institutions have $4.4B invested in Houlihan Lokey in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 143 increasing their positions, 99 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-6
Holders Change %
-1.8%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
38
Increased
143
Reduced
99
Closed
39
Calls
$4.49M
Puts
$639K
Net Calls
+$3.85M
Net Calls Change
+$2.66M
Name Holding Trade Value Shares
Change
Shares
Change %
DTL
226
Dynamic Technology Lab
Singapore
$270K -$739K -8,460 -73%
HFS
227
Hantz Financial Services
Michigan
$268K +$68.2K +780 +34%
RP
228
Riverwater Partners
Wisconsin
$261K
PAG
229
Private Advisor Group
New Jersey
$259K +$612 +7 +0.2%
X
230
Xponance
Pennsylvania
$257K +$6.74K +77 +3%
CIA
231
Capital Impact Advisors
Massachusetts
$254K
GT
232
Glenmede Trust
Pennsylvania
$249K +$4.72K +54 +2%
ASN
233
Advisory Services Network
Georgia
$249K
PRC
234
Pearl River Capital
Michigan
$248K -$185K -2,112 -43%
SC
235
Steph & Co
Wisconsin
$246K +$69.4K +793 +39%
CFGS
236
Concourse Financial Group Securities
Alabama
$242K -$5.42K -62 -2%
RIA
237
Regal Investment Advisors
Michigan
$241K +$241K +2,758 New
MLICM
238
Metropolitan Life Insurance Company (MetLife)
New York
$240K -$30.6K -350 -11%
AWM
239
AE Wealth Management
Kansas
$237K -$30K -343 -11%
VFA
240
Voya Financial Advisors
Connecticut
$220K -$17.5K -203 -7%
Janney Montgomery Scott
241
Janney Montgomery Scott
Pennsylvania
$215K +$9K +103 +4%
BCI
242
Brinker Capital Investments
Pennsylvania
$209K -$4.9K -56 -2%
OPS
243
Orion Portfolio Solutions
Nebraska
$209K +$209K +2,388 New
PWPS
244
Pinnacle Wealth Planning Services
Ohio
$208K +$208K +2,383 New
Creative Planning
245
Creative Planning
Kansas
$207K +$207K +2,368 New
JF
246
Jump Financial
Illinois
$206K +$206K +2,359 New
SAM
247
Sawgrass Asset Management
Florida
$203K -$122K -1,396 -38%
TRCT
248
Tower Research Capital (TRC)
New York
$178K +$160K +1,829 +892%
PPC
249
Park Place Capital
Alabama
$163K +$4.03K +46 +3%
C
250
Covestor
United Kingdom
$157K -$35.8K -410 -19%