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Houlihan Lokey

391 hedge funds and large institutions have $6.61B invested in Houlihan Lokey in 2023 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 125 increasing their positions, 130 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+55
Holders Change %
+16.37%
% of All Funds
5.73%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
87
Increased
125
Reduced
130
Closed
26
Calls
$8.72M
Puts
$1.01M
Net Calls
+$7.71M
Net Calls Change
+$3.22M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
276
Sawgrass Asset Management
Florida
$266K
FA
277
FDx Advisors
Illinois
$256K -$5.17K -43 -2%
KAS
278
Kestra Advisory Services
Texas
$256K -$3.36K -28 -1%
CCWM
279
Cassaday & Co Wealth Management
Virginia
$246K
MSAM
280
Moloney Securities Asset Management
Missouri
$243K -$3.6K -30 -1%
VFA
281
Voya Financial Advisors
Connecticut
$239K -$17.3K -143 -7%
AAS
282
Avantax Advisory Services
Texas
$237K
GCP
283
GSA Capital Partners
United Kingdom
$232K +$232K +1,932 New
Cetera Investment Advisers
284
Cetera Investment Advisers
Illinois
$230K -$25.3K -211 -10%
TPM
285
Triasima Portfolio Management
Quebec, Canada
$230K +$230K +1,918 New
CA
286
Cetera Advisors
Colorado
$229K +$229K +1,906 New
C
287
Certuity
Florida
$225K +$225K +1,874 New
SWS
288
SYSTM Wealth Solutions
Illinois
$222K -$87.3K -728 -28%
HAG
289
HighPoint Advisor Group
Illinois
$221K +$221K +1,761 New
CFGS
290
Concourse Financial Group Securities
Alabama
$218K -$29.5K -246 -12%
SPIS
291
Steward Partners Investment Solutions
Oregon
$215K +$215K +1,790 New
PWG
292
Portside Wealth Group
Utah
$209K +$209K +1,742 New
ONGA
293
O'Neil Global Advisors
California
$207K +$207K +1,728 New
OWM
294
OneAscent Wealth Management
Alabama
$206K +$206K +1,718 New
Commonwealth Equity Services
295
Commonwealth Equity Services
Massachusetts
$205K +$205K +1,708 New
SWA
296
SFMG Wealth Advisors
Texas
$203K +$203K +1,695 New
PA
297
Profund Advisors
Maryland
$201K +$201K +1,674 New
TPCW
298
TD Private Client Wealth
New York
$179K
HNB
299
Huntington National Bank
Ohio
$154K +$1.8K +15 +1%
JFGIW
300
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$151K