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Houlihan Lokey

323 hedge funds and large institutions have $3.86B invested in Houlihan Lokey in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 107 increasing their positions, 136 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
-20
Holders Change %
-5.83%
% of All Funds
5.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
43
Increased
107
Reduced
136
Closed
55
Calls
$2.01M
Puts
$773K
Net Calls
+$1.24M
Net Calls Change
-$237K
Name Holding Trade Value Shares
Change
Shares
Change %
APA
276
American Portfolios Advisors
New York
$32K +$1.97K +25 +7%
CI Investments Inc
277
CI Investments Inc
Ontario, Canada
$31K -$23.6K -304 -43%
HFM
278
Harvest Fund Management
China
$30K
JGIA
279
Jackson Grant Investment Advisers
Connecticut
$28K
TPCW
280
TD Private Client Wealth
New York
$27.2K
VCM
281
Vigilant Capital Management
Maine
$25K
FHA
282
First Horizon Advisors
Tennessee
$25K +$25K +339 New
CCA
283
Column Capital Advisors
Indiana
$23K
WTA
284
Washington Trust Advisors
Massachusetts
$22K
FDCDDQ
285
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.2K
VCM
286
Versant Capital Management
Arizona
$19K -$2.63K -34 -12%
CWC
287
Carolinas Wealth Consulting
North Carolina
$19K
PTC
288
Private Trust Company
Ohio
$18K +$18K +230 New
BCWM
289
Bartlett & Co Wealth Management
Ohio
$17.1K +$17.1K +217 New
UB
290
UMB Bank
Missouri
$17K
BC
291
Bartlett & Co
Ohio
$17K +$17K +217 New
S
292
SignatureFD
Georgia
$16K -$8.89K -115 -36%
CTC
293
Central Trust Company
Missouri
$16K
SPIA
294
Steward Partners Investment Advisory
New York
$15K -$34.8K -438 -70%
QCG
295
Quadrant Capital Group
Ohio
$15K +$4.47K +56 +42%
RTC
296
Riverview Trust Company
Washington
$13K +$13K +167 New
TWA
297
TCI Wealth Advisors
Arizona
$10K -$18.7K -230 -65%
BIA
298
Bell Investment Advisors
California
$10K +$10K +127 New
SWM
299
Spire Wealth Management
Virginia
$9K -$1.67K -20 -16%
EWA
300
EverSource Wealth Advisors
Alabama
$8K