HLI icon

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 %
SWM
251
Scissortail Wealth Management
Oklahoma
$155K +$155K +1,502 New
TRCT
252
Tower Research Capital (TRC)
New York
$152K +$120K +1,514 +373%
BTI
253
Blue Trust Inc
Georgia
$142K +$142K +1,622 New
VanEck Associates
254
VanEck Associates
New York
$130K +$12.7K +160 +11%
National Bank of Canada
255
National Bank of Canada
Quebec, Canada
$125K +$100K +1,277 +409%
HIA
256
Harbor Investment Advisory
Maryland
$117K
BAM
257
Belpointe Asset Management
Nevada
$116K +$116K +1,479 New
C
258
Covestor
United Kingdom
$114K +$27.4K +347 +32%
OIS
259
Okabena Investment Services
Minnesota
$109K +$9.7K +123 +10%
Macquarie Group
260
Macquarie Group
Australia
$108K
HNB
261
Huntington National Bank
Ohio
$107K +$13.9K +175 +15%
Nisa Investment Advisors
262
Nisa Investment Advisors
Missouri
$95K -$22.5K -284 -19%
GC
263
Globeflex Capital
California
$87K -$104K -1,310 -54%
FCA
264
FinTrust Capital Advisors
South Carolina
$83K -$22.8K -280 -22%
HIIFS
265
Harel Insurance Investments & Financial Services
Israel
$83K +$27.7K +350 +50%
AIM
266
Anchor Investment Management
South Carolina
$78.1K
CWM
267
Castle Wealth Management
Florida
$76K +$76K +964 New
EW
268
Evoke Wealth
California
$71K
MAM
269
Meeder Asset Management
Ohio
$67K -$502K -6,322 -88%
Robeco Institutional Asset Management
270
Robeco Institutional Asset Management
Netherlands
$66K -$21.2M -268,266 -100%
PCG
271
Private Capital Group
Connecticut
$63K -$3.4K -43 -5%
ETC
272
Exchange Traded Concepts
Oklahoma
$58K +$4.11K +52 +8%
AssetMark Inc
273
AssetMark Inc
California
$48K -$7.87K -100 -14%
GRP
274
Global Retirement Partners
California
$41K
PA
275
Parallel Advisors
California
$40K -$10.4K -131 -21%