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Houlihan Lokey

448 hedge funds and large institutions have $8.25B invested in Houlihan Lokey in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 157 increasing their positions, 155 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+33
Holders Change %
+7.95%
% of All Funds
6.48%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
71
Increased
157
Reduced
155
Closed
35
Calls
$3.27M
Puts
$1.44M
Net Calls
+$1.83M
Net Calls Change
-$3.79M
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
226
Janney Montgomery Scott
Pennsylvania
$783K +$412K +2,606 +111%
AWCI
227
Alpine Woods Capital Investors
New York
$779K -$436K -2,295 -36%
STA
228
Summit Trail Advisors
New York
$775K -$31K -196 -4%
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$775K -$33.3K -211 -4%
OTL
230
Oak Thistle LLC
New York
$761K +$761K +4,818 New
HIM
231
Hanlon Investment Management
New Jersey
$753K +$753K +4,767 New
BIM
232
Bridges Investment Management
Nebraska
$752K +$26.4K +167 +4%
CGH
233
Crossmark Global Holdings
Texas
$741K +$149K +944 +25%
VIM
234
VELA Investment Management
Ohio
$740K -$963K -6,094 -57%
IB
235
Intrust Bank
Kansas
$738K -$2.53K -16 -0.3%
BHPW
236
Beverly Hills Private Wealth
California
$720K -$125K -791 -15%
SIM
237
Studio Investment Management
Illinois
$718K -$24.5K -155 -3%
CB
238
Commerce Bank
Missouri
$714K -$17.2K -109 -2%
Mercer Global Advisors
239
Mercer Global Advisors
Colorado
$709K +$709K +4,441 New
CG
240
Clifford Group
Massachusetts
$692K -$16.8K -106 -2%
CG
241
Caprock Group
Idaho
$692K -$3.48K -22 -0.5%
State of Wisconsin Investment Board
242
State of Wisconsin Investment Board
Wisconsin
$690K -$17.9K -113 -3%
BFG
243
Bleakley Financial Group
New Jersey
$676K +$30.7K +194 +5%
First Eagle Investment Management
244
First Eagle Investment Management
New York
$671K +$671K +4,247 New
BCM
245
Brookstone Capital Management
Illinois
$670K -$17.5K -111 -3%
RMC
246
Resources Management Corp
Connecticut
$669K
SAM
247
Securian Asset Management
Minnesota
$657K
Aviva
248
Aviva
United Kingdom
$652K +$652K +4,127 New
BTI
249
Blue Trust Inc
Georgia
$638K +$136K +1,010 +27%
Allspring Global Investments
250
Allspring Global Investments
North Carolina
$631K -$416K -2,633 -40%