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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 %
FDCDDQ
276
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.4K
S
277
SignatureFD
Georgia
$24.4K -$6.49K -66 -21%
EBA
278
Eagle Bay Advisors
New York
$24.1K +$24K +245 +24,500%
CWC
279
Carolinas Wealth Consulting
North Carolina
$23.6K -$1.08K -11 -4%
BCWM
280
Bartlett & Co Wealth Management
Ohio
$21.3K
BC
281
Bartlett & Co
Ohio
$21K
CTC
282
Central Trust Company
Missouri
$19.7K
FFA
283
Farther Finance Advisors
California
$19.2K
BWA
284
BDO Wealth Advisors
Florida
$17.3K +$98 +1 +0.6%
Nomura Asset Management
285
Nomura Asset Management
Japan
$16.7K
AWM
286
Ameliora Wealth Management
Switzerland
$16.6K
WTA
287
Washington Trust Advisors
Massachusetts
$15.6K
LC
288
Lindbrook Capital
California
$13.3K
QCG
289
Quadrant Capital Group
Ohio
$13.1K
VCM
290
Versant Capital Management
Arizona
$11.8K -$8.75K -89 -43%
CPG
291
Cornerstone Planning Group
New Jersey
$11.6K +$11.6K +118 New
HWA
292
HHM Wealth Advisors
Tennessee
$10.2K
APW
293
Acima Private Wealth
Virginia
$10.2K
SWM
294
Spire Wealth Management
Virginia
$9.63K -$983 -10 -9%
GFPC
295
Global Financial Private Client
Florida
$9.58K
BIA
296
Bell Investment Advisors
California
$9.34K -$1.67K -17 -15%
AF
297
Allworth Financial
California
$8.85K -$5.7K -58 -39%
IFAM
298
Institutional & Family Asset Management
Colorado
$8.16K
CSPIA
299
Cary Street Partners Investment Advisory
Virginia
$8.16K
SPIA
300
Steward Partners Investment Advisory
New York
$7.96K