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Houlihan Lokey

323 hedge funds and large institutions have $3.71B invested in Houlihan Lokey in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 117 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
Holders Change %
0%
% of All Funds
5.59%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
37
Increased
113
Reduced
117
Closed
36
Calls
$1.24M
Puts
$746K
Net Calls
+$490K
Net Calls Change
-$749K
Name Holding Trade Value Shares
Change
Shares
Change %
Macquarie Group
251
Macquarie Group
Australia
$103K -$88.2K -632 -46%
SOW
252
State of Wyoming
Wyoming
$96K -$70.9K -943 -42%
FCA
253
FinTrust Capital Advisors
South Carolina
$83K
HIIFS
254
Harel Insurance Investments & Financial Services
Israel
$80K
AIM
255
Anchor Investment Management
South Carolina
$74.6K
CWM
256
Castle Wealth Management
Florida
$73K
ETC
257
Exchange Traded Concepts
Oklahoma
$73K +$18K +240 +33%
EW
258
Evoke Wealth
California
$68K
MAM
259
Meeder Asset Management
Ohio
$66K +$2.77K +37 +4%
Robeco Institutional Asset Management
260
Robeco Institutional Asset Management
Netherlands
$63K
GRP
261
Global Retirement Partners
California
$47K
AssetMark Inc
262
AssetMark Inc
California
$46K
PA
263
Parallel Advisors
California
$39K +$687 +9 +2%
HGERS
264
Householder Group Estate & Retirement Specialist
Arizona
$34K +$34K +454 New
Bessemer Group
265
Bessemer Group
New Jersey
$31K +$31K +416 New
APA
266
American Portfolios Advisors
New York
$29.5K -$1.06K -14 -3%
CI Investments Inc
267
CI Investments Inc
Ontario, Canada
$28K -$1.56K -21 -5%
JGIA
268
Jackson Grant Investment Advisers
Connecticut
$27K
TPCW
269
TD Private Client Wealth
New York
$25.9K
FHA
270
First Horizon Advisors
Tennessee
$25K
S
271
SignatureFD
Georgia
$24K +$8.52K +114 +55%
VCM
272
Vigilant Capital Management
Maine
$23K
TWA
273
TCI Wealth Advisors
Arizona
$23K +$13.6K +179 +146%
CCA
274
Column Capital Advisors
Indiana
$22K
WTA
275
Washington Trust Advisors
Massachusetts
$21K