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Houlihan Lokey

328 hedge funds and large institutions have $4.4B invested in Houlihan Lokey in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 143 increasing their positions, 99 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-6
Holders Change %
-1.8%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
38
Increased
143
Reduced
99
Closed
39
Calls
$4.49M
Puts
$639K
Net Calls
+$3.85M
Net Calls Change
+$2.66M
Name Holding Trade Value Shares
Change
Shares
Change %
SG Americas Securities
251
SG Americas Securities
New York
$142K -$109K -1,241 -43%
TPCW
252
TD Private Client Wealth
New York
$130K +$100K +1,146 +333%
HIA
253
Harbor Investment Advisory
Maryland
$129K
SOW
254
State of Wyoming
Wyoming
$113K +$350 +4 +0.3%
HNB
255
Huntington National Bank
Ohio
$99.1K -$15.4K -176 -13%
CI Investments Inc
256
CI Investments Inc
Ontario, Canada
$99K +$1.4K +16 +1%
Nisa Investment Advisors
257
Nisa Investment Advisors
Missouri
$94K -$13.1K -150 -12%
EWA
258
EverSource Wealth Advisors
Alabama
$88.4K +$1.58K +18 +2%
AIM
259
Anchor Investment Management
South Carolina
$86.6K
HIIFS
260
Harel Insurance Investments & Financial Services
Israel
$86K -$4.3K -50 -5%
GCM
261
Gladius Capital Management
Illinois
$79.4K -$5.25K -60 -6%
HGERS
262
Householder Group Estate & Retirement Specialist
Arizona
$73K +$73K +838 New
Robeco Institutional Asset Management
263
Robeco Institutional Asset Management
Netherlands
$73K +$73K +834 New
RMC
264
Resources Management Corp
Connecticut
$65K -$510K -4,710 -89%
GCM
265
Goldstream Capital Management
Hong Kong
$63.1K +$63.1K +721 New
UB
266
UMB Bank
Missouri
$56.4K
GRP
267
Global Retirement Partners
California
$55.7K +$10.1K +115 +22%
AssetMark Inc
268
AssetMark Inc
California
$53.4K
PA
269
Parallel Advisors
California
$49.5K -$87 -1 -0.2%
JGIA
270
Jackson Grant Investment Advisers
Connecticut
$30.9K
FHA
271
First Horizon Advisors
Tennessee
$29.7K
S
272
SignatureFD
Georgia
$27.5K -$525 -6 -2%
EI
273
Ellevest Inc
New York
$26.5K +$612 +7 +2%
BAM
274
Belpointe Asset Management
Nevada
$25.9K -$350 -4 -1%
CCA
275
Column Capital Advisors
Indiana
$25.4K