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Houlihan Lokey

330 hedge funds and large institutions have $4.92B invested in Houlihan Lokey in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 104 increasing their positions, 124 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
5.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
104
Reduced
124
Closed
44
Calls
$4.52M
Puts
$541K
Net Calls
+$3.98M
Net Calls Change
+$132K
Name Holding Trade Value Shares
Change
Shares
Change %
SOW
251
State of Wyoming
Wyoming
$170K +$43.3K +440 +34%
Nisa Investment Advisors
252
Nisa Investment Advisors
Missouri
$170K +$63.7K +648 +60%
HIA
253
Harbor Investment Advisory
Maryland
$148K +$2.36K +24 +2%
TPCW
254
TD Private Client Wealth
New York
$146K
JFGIW
255
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$124K -$253K -2,573 -67%
HNB
256
Huntington National Bank
Ohio
$121K +$9.63K +98 +9%
CI Investments Inc
257
CI Investments Inc
Ontario, Canada
$116K +$5.09K +52 +5%
MIM
258
MetLife Investment Management
New Jersey
$112K -$2.51M -25,511 -96%
C
259
Covestor
United Kingdom
$99K -$77.1K -787 -44%
EWA
260
EverSource Wealth Advisors
Alabama
$82.9K -$16.4K -167 -17%
Robeco Institutional Asset Management
261
Robeco Institutional Asset Management
Netherlands
$82K
UB
262
UMB Bank
Missouri
$63.4K
GRP
263
Global Retirement Partners
California
$63.3K +$688 +7 +1%
Bessemer Group
264
Bessemer Group
New Jersey
$63K +$43.6K +442 +226%
AssetMark Inc
265
AssetMark Inc
California
$60K
PA
266
Parallel Advisors
California
$56.4K +$786 +8 +1%
BTI
267
Blue Trust Inc
Georgia
$56K -$410K -4,632 -88%
PI
268
PineBridge Investments
New York
$52.4K +$52.4K +533 New
AIG
269
American International Group
New York
$47K -$2.36M -24,049 -98%
AIM
270
Anchor Investment Management
South Carolina
$44.2K -$53.1K -540 -55%
ACM
271
Aquatic Capital Management
Illinois
$39K +$39K +400 New
FHA
272
First Horizon Advisors
Tennessee
$33.3K
KI
273
Kapitalo Investimentos
Brazil
$33K +$33K +336 New
HIIFS
274
Harel Insurance Investments & Financial Services
Israel
$30K -$70K -700 -70%
CCA
275
Column Capital Advisors
Indiana
$28.5K