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Houlihan Lokey

336 hedge funds and large institutions have $5.39B invested in Houlihan Lokey in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 130 increasing their positions, 99 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+6
Holders Change %
+1.82%
% of All Funds
5.36%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
52
Increased
130
Reduced
99
Closed
40
Calls
$7.12M
Puts
$2.64M
Net Calls
+$4.49M
Net Calls Change
+$507K
Name Holding Trade Value Shares
Change
Shares
Change %
Squarepoint
251
Squarepoint
New York
$226K -$249K -2,323 -52%
CFGS
252
Concourse Financial Group Securities
Alabama
$221K -$4.71K -44 -2%
MSAM
253
Moloney Securities Asset Management
Missouri
$220K +$220K +2,057 New
CCWM
254
Cassaday & Co Wealth Management
Virginia
$220K
AAS
255
Avantax Advisory Services
Texas
$211K +$211K +1,974 New
PCM
256
Prana Capital Management
Connecticut
$207K +$207K +1,933 New
BTI
257
Blue Trust Inc
Georgia
$201K +$139K +1,415 +224%
PPC
258
Park Place Capital
Alabama
$190K -$2.14K -20 -1%
Nisa Investment Advisors
259
Nisa Investment Advisors
Missouri
$185K
TPCW
260
TD Private Client Wealth
New York
$160K
ACM
261
Aquatic Capital Management
Illinois
$139K +$96.2K +900 +225%
HNB
262
Huntington National Bank
Ohio
$136K +$3.75K +35 +3%
JFGIW
263
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$135K
CI Investments Inc
264
CI Investments Inc
Ontario, Canada
$129K +$2.04K +19 +2%
KI
265
Kapitalo Investimentos
Brazil
$125K +$88.8K +829 +247%
MIM
266
MetLife Investment Management
New Jersey
$124K +$2.46K +23 +2%
SG Americas Securities
267
SG Americas Securities
New York
$113K -$72.3K -676 -39%
HGERS
268
Householder Group Estate & Retirement Specialist
Arizona
$111K +$111K +1,035 New
C
269
Covestor
United Kingdom
$109K +$323 +3 +0.3%
EWA
270
EverSource Wealth Advisors
Alabama
$109K +$18.5K +173 +21%
UB
271
UMB Bank
Missouri
$93.2K +$24.1K +225 +35%
HT
272
Headlands Technologies
Illinois
$86.6K +$86.6K +808 New
KBC Group
273
KBC Group
Belgium
$81K +$81K +758 New
GRP
274
Global Retirement Partners
California
$79.1K +$11.5K +109 +17%
AssetMark Inc
275
AssetMark Inc
California
$68.5K +$3.11K +29 +5%