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Houlihan Lokey

448 hedge funds and large institutions have $8.25B invested in Houlihan Lokey in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 157 increasing their positions, 155 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+33
Holders Change %
+7.95%
% of All Funds
6.48%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
71
Increased
157
Reduced
155
Closed
35
Calls
$3.27M
Puts
$1.44M
Net Calls
+$1.83M
Net Calls Change
-$3.79M
Name Holding Trade Value Shares
Change
Shares
Change %
CC
276
Centiva Capital
New York
$408K +$408K +2,582 New
PP
277
PDT Partners
New York
$399K
RP
278
Riverwater Partners
Wisconsin
$392K -$3.97K -25 -1%
PWG
279
Portside Wealth Group
Utah
$388K +$36.7K +232 +10%
TW
280
Trajan Wealth
Arizona
$379K +$36.5K +231 +11%
VA
281
Vident Advisory
Georgia
$377K +$12.5K +79 +3%
Marshall Wace
282
Marshall Wace
United Kingdom
$369K +$369K +2,337 New
Pzena Investment Management
283
Pzena Investment Management
New York
$368K -$179K -1,134 -33%
VFA
284
Voya Financial Advisors
Connecticut
$367K +$70.8K +449 +24%
ProShare Advisors
285
ProShare Advisors
Maryland
$366K -$24.3K -154 -6%
Cerity Partners
286
Cerity Partners
New York
$364K +$62.7K +397 +21%
CG
287
Cynosure Group
Utah
$358K -$97.7K -618 -21%
BWG
288
Berry Wealth Group
Texas
$349K +$26.7K +169 +8%
IFU
289
iSAM Funds (UK)
United Kingdom
$347K +$347K +2,195 New
CFGS
290
Concourse Financial Group Securities
Alabama
$343K +$50.6K +320 +17%
ASN
291
Advisory Services Network
Georgia
$337K
OFS
292
OneAscent Financial Services
Alabama
$332K +$332K +2,098 New
OWM
293
OneAscent Wealth Management
Alabama
$330K +$330K +2,086 New
UFF
294
USA Financial Formulas
Michigan
$329K +$329K +2,082 New
NWAG
295
Net Worth Advisory Group
Utah
$325K +$325K +2,056 New
SCM
296
Shelton Capital Management
Colorado
$325K -$10.7K -68 -3%
JFG
297
Jefferies Financial Group
New York
$323K +$323K +2,043 New
I
298
InceptionR
California
$319K +$319K +2,018 New
Allianz Asset Management
299
Allianz Asset Management
Germany
$311K -$1.12M -7,086 -78%
CCWM
300
Cassaday & Co Wealth Management
Virginia
$310K -$1.58K -10 -0.5%