HLI icon

Houlihan Lokey

344 hedge funds and large institutions have $5.21B invested in Houlihan Lokey in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 111 increasing their positions, 129 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+36
Holders Change %
+11.69%
% of All Funds
5.31%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
65
Increased
111
Reduced
129
Closed
28
Calls
$9.9M
Puts
$3.78M
Net Calls
+$6.13M
Net Calls Change
+$2.77M
Name Holding Trade Value Shares
Change
Shares
Change %
S
301
SignatureFD
Georgia
$32K +$5.16K +50 +19%
DFCM
302
Dark Forest Capital Management
Puerto Rico
$31K +$2.15K +21 +7%
CCA
303
Column Capital Advisors
Indiana
$30K
VCM
304
Versant Capital Management
Arizona
$30K
WTA
305
Washington Trust Advisors
Massachusetts
$29K +$29K +279 New
FDCDDQ
306
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.8K
CWC
307
Carolinas Wealth Consulting
North Carolina
$25K -$5.25K -51 -17%
CMF
308
Counterpoint Mutual Funds
California
$25K +$2.68K +26 +12%
CTC
309
Central Trust Company
Missouri
$21K
UB
310
UMB Bank
Missouri
$21K +$21K +208 New
TWA
311
TCI Wealth Advisors
Arizona
$20K
PFBT
312
Parkside Financial Bank & Trust
Missouri
$18K +$18K +177 New
Jones Financial Companies
313
Jones Financial Companies
Missouri
$16K +$4.86K +48 +44%
QCG
314
Quadrant Capital Group
Ohio
$15K +$524 +5 +4%
GRP
315
Global Retirement Partners
California
$14K -$824 -8 -6%
LWA
316
Lenox Wealth Advisors
New York
$13K
BIA
317
Bell Investment Advisors
California
$13K +$4.95K +48 +62%
IPW
318
IronBridge Private Wealth
Texas
$12K -$7.35K -71 -38%
AF
319
Allworth Financial
California
$12K
KFP
320
KB Financial Partners
New Jersey
$11K +$11K +105 New
GFPC
321
Global Financial Private Client
Florida
$10K +$10K +97 New
First Manhattan
322
First Manhattan
New York
$10K
SWM
323
Spire Wealth Management
Virginia
$10K
IFAM
324
Institutional & Family Asset Management
Colorado
$8K -$3.04K -30 -28%
FCFS
325
First Command Financial Services
Texas
$8K +$8K +76 New