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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 %
FDCDDQ
276
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.5K
CWC
277
Carolinas Wealth Consulting
North Carolina
$22K +$875 +10 +4%
TWA
278
TCI Wealth Advisors
Arizona
$21.8K
BC
279
Bartlett & Co
Ohio
$19K
BCWM
280
Bartlett & Co Wealth Management
Ohio
$19K
VCM
281
Versant Capital Management
Arizona
$18.3K
CTC
282
Central Trust Company
Missouri
$17.5K
FFA
283
Farther Finance Advisors
California
$17.1K +$2.89K +33 +20%
Bessemer Group
284
Bessemer Group
New Jersey
$17K -$20.1K -232 -54%
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$16.5K +$1.66K +19 +11%
BWA
286
BDO Wealth Advisors
Florida
$15.3K +$88 +1 +0.6%
Nomura Asset Management
287
Nomura Asset Management
Japan
$14.9K +$14.9K +170 New
AWM
288
Ameliora Wealth Management
Switzerland
$14.8K
WTA
289
Washington Trust Advisors
Massachusetts
$13.9K +$1.66K +19 +14%
AF
290
Allworth Financial
California
$12.9K +$8.4K +96 +185%
LC
291
Lindbrook Capital
California
$11.8K
QCG
292
Quadrant Capital Group
Ohio
$11.6K -$6.65K -76 -36%
ST
293
Sageworth Trust
Pennsylvania
$11.4K +$11.4K +130 New
BIA
294
Bell Investment Advisors
California
$9.8K -$3.76K -43 -28%
SWM
295
Spire Wealth Management
Virginia
$9.45K
HWA
296
HHM Wealth Advisors
Tennessee
$9.1K +$9.1K +104 New
APW
297
Acima Private Wealth
Virginia
$9.1K +$9.1K +104 New
GFPC
298
Global Financial Private Client
Florida
$8.45K
MPWT
299
MassMutual Private Wealth & Trust
Connecticut
$8.22K
AAP
300
Arax Advisory Partners
Colorado
$8.05K