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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 %
GT
251
Glenmede Trust
Pennsylvania
$294K -$989K -11,288 -77%
MSAM
252
Moloney Securities Asset Management
Missouri
$283K +$19.8K +225 +8%
FBT
253
First Bank & Trust
South Dakota
$282K +$7.46K +85 +3%
MLICM
254
Metropolitan Life Insurance Company (MetLife)
New York
$280K -$857K -9,757 -75%
Walleye Capital
255
Walleye Capital
New York
$277K +$277K +3,153 New
Cetera Investment Advisers
256
Cetera Investment Advisers
Illinois
$269K +$269K +3,065 New
STA
257
Summit Trail Advisors
New York
$267K +$267K +3,039 New
ASN
258
Advisory Services Network
Georgia
$263K +$18K +206 +7%
WA
259
Wealth Alliance
New York
$259K -$32.8K -374 -11%
CIBC Asset Management
260
CIBC Asset Management
Ontario, Canada
$259K
FB
261
Fulton Bank
Pennsylvania
$254K -$18.5K -211 -7%
CFGS
262
Concourse Financial Group Securities
Alabama
$247K +$17.4K +198 +8%
GAM
263
Gotham Asset Management
New York
$245K +$245K +2,791 New
PAG
264
Private Advisor Group
New Jersey
$244K -$483K -5,497 -66%
II
265
Inspire Investing
Idaho
$237K +$24.8K +282 +12%
Carson Wealth (CWM LLC)
266
Carson Wealth (CWM LLC)
Nebraska
$232K +$112K +1,275 +93%
CAPTRUST Financial Advisors
267
CAPTRUST Financial Advisors
North Carolina
$214K -$4.38K -50 -2%
X
268
Xponance
Pennsylvania
$213K +$877 +10 +0.4%
KFA
269
Krane Funds Advisors
New York
$213K +$213K +2,430 New
GC
270
Globeflex Capital
California
$211K +$211K +2,406 New
Asset Management One
271
Asset Management One
Japan
$205K -$328K -3,757 -62%
KAS
272
Kestra Advisory Services
Texas
$203K +$18.3K +208 +10%
JFGIW
273
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$197K -$21.7K -241 -10%
DCM
274
Dupont Capital Management
Delaware
$178K +$88.2K +1,007 +98%
Nisa Investment Advisors
275
Nisa Investment Advisors
Missouri
$130K -$10.2K -116 -7%