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Houlihan Lokey

323 hedge funds and large institutions have $3.71B invested in Houlihan Lokey in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 117 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

66% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $746K

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0.28% more ownership

Funds ownership: 98.8%99.08% (+0.28%)

0% more funds holding

Funds holding: 323323 (0)

3% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 117

4% less capital invested

Capital invested by funds: $3.86B → $3.71B (-$154M)

Holders
323
Holders Change
Holders Change %
0%
% of All Funds
5.56%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
37
Increased
113
Reduced
117
Closed
36
Calls
$1.24M
Puts
$746K
Net Calls
+$490K
Net Calls Change
-$749K
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
276
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.3K
BWA
277
BDO Wealth Advisors
Florida
$20K +$21.6K +267 New
VCM
278
Versant Capital Management
Arizona
$18K -$81 -1 -0.4%
CWC
279
Carolinas Wealth Consulting
North Carolina
$18K
BCWM
280
Bartlett & Co Wealth Management
Ohio
$16.4K
PTC
281
Private Trust Company
Ohio
$16K -$1.22K -15 -7%
BC
282
Bartlett & Co
Ohio
$16K
CTC
283
Central Trust Company
Missouri
$15K
SPIA
284
Steward Partners Investment Advisory
New York
$15K +$567 +7 +4%
EWA
285
EverSource Wealth Advisors
Alabama
$14K +$7.13K +88 +88%
AWM
286
Ameliora Wealth Management
Switzerland
$13K +$13.7K +169 New
UB
287
UMB Bank
Missouri
$11K -$4.78K -59 -28%
BIA
288
Bell Investment Advisors
California
$11K +$1.38K +17 +13%
QCG
289
Quadrant Capital Group
Ohio
$10K -$4.54K -56 -30%
EI
290
Ellevest Inc
New York
$9K +$9.4K +116 New
SWM
291
Spire Wealth Management
Virginia
$8K
PMFA
292
Plante Moran Financial Advisors
Michigan
$8K +$8.43K +104 New
GFPC
293
Global Financial Private Client
Florida
$7.44K
AAP
294
Arax Advisory Partners
Colorado
$7K +$972 +12 +15%
IFAM
295
Institutional & Family Asset Management
Colorado
$6K
MCC
296
Money Concepts Capital
Florida
$6K +$6.89K +85 New
TCWA
297
Ten Capital Wealth Advisors
Washington
$6K +$6.97K +86 New
KFP
298
KB Financial Partners
New Jersey
$5K
PFBT
299
Parkside Financial Bank & Trust
Missouri
$5K
GWS
300
Glassman Wealth Services
Virginia
$4K