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Houlihan Lokey

334 hedge funds and large institutions have $4.28B invested in Houlihan Lokey in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 118 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $1.73M | Put options by funds: $540K

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

15% more capital invested

Capital invested by funds: $3.71B → $4.28B (+$570M)

3% more funds holding

Funds holding: 323334 (+11)

0.99% more ownership

Funds ownership: 99.08%100.07% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 118

Holders
334
Holders Change
+11
Holders Change %
+3.41%
% of All Funds
5.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
53
Increased
118
Reduced
118
Closed
37
Calls
$1.73M
Puts
$540K
Net Calls
+$1.19M
Net Calls Change
+$704K
Name Holding Trade Value Shares
Change
Change in
Stake
C
251
Covestor
United Kingdom
$192K -$9.8K -109 -5%
SC
252
Steph & Co
Wisconsin
$176K +$181K +2,016 New
VanEck Associates
253
VanEck Associates
New York
$172K +$15.8K +176 +10%
PPC
254
Park Place Capital
Alabama
$158K +$163K +1,818 New
HIA
255
Harbor Investment Advisory
Maryland
$129K
HNB
256
Huntington National Bank
Ohio
$114K -$7.73K -86 -6%
SOW
257
State of Wyoming
Wyoming
$112K +$629 +7 +0.5%
Nisa Investment Advisors
258
Nisa Investment Advisors
Missouri
$107K
CI Investments Inc
259
CI Investments Inc
Ontario, Canada
$97K +$66.4K +739 +196%
HIIFS
260
Harel Insurance Investments & Financial Services
Israel
$93K
EWA
261
EverSource Wealth Advisors
Alabama
$86.5K +$72.3K +804 +428%
AIM
262
Anchor Investment Management
South Carolina
$86.3K
GCM
263
Gladius Capital Management
Illinois
$84.3K -$45.8K -509 -34%
ETC
264
Exchange Traded Concepts
Oklahoma
$80.2K -$4.85K -54 -6%
OWA
265
One Wealth Advisors
California
$71.3K +$73.5K +818 New
Dimensional Fund Advisors
266
Dimensional Fund Advisors
Texas
$69.9K -$3.57M -39,664 -5%
UB
267
UMB Bank
Missouri
$56K +$44.6K +496 +333%
AssetMark Inc
268
AssetMark Inc
California
$53.2K
PA
269
Parallel Advisors
California
$49.4K +$5.03K +56 +11%
CS
270
Comerica Securities
Michigan
$47.1K +$48.5K +540 New
Balyasny Asset Management
271
Balyasny Asset Management
Illinois
$45.8K -$3.83M -42,622 -99%
GRP
272
Global Retirement Partners
California
$45.5K
Bessemer Group
273
Bessemer Group
New Jersey
$37K +$1.08K +12 +3%
JGIA
274
Jackson Grant Investment Advisers
Connecticut
$30.8K
TPCW
275
TD Private Client Wealth
New York
$30K