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Houlihan Lokey

323 hedge funds and large institutions have $3.86B invested in Houlihan Lokey in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 107 increasing their positions, 136 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
-20
Holders Change %
-5.83%
% of All Funds
5.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
43
Increased
107
Reduced
136
Closed
55
Calls
$2.01M
Puts
$773K
Net Calls
+$1.24M
Net Calls Change
-$237K
Name Holding Trade Value Shares
Change
Shares
Change %
GFPC
301
Global Financial Private Client
Florida
$7.6K
IFAM
302
Institutional & Family Asset Management
Colorado
$6K
AAP
303
Arax Advisory Partners
Colorado
$6K +$3.08K +41 +105%
KFP
304
KB Financial Partners
New Jersey
$5K -$3.08K -40 -38%
PFBT
305
Parkside Financial Bank & Trust
Missouri
$5K
GWS
306
Glassman Wealth Services
Virginia
$4K
BAM
307
Bellevue Asset Management
Washington
$3K
BWL
308
Bogart Wealth LLC
Virginia
$3K +$3K +35 New
JWA
309
JFS Wealth Advisors
Pennsylvania
$2K +$400 +5 +25%
LC
310
Lindbrook Capital
California
$2K +$783 +9 +64%
SC
311
Schubert & Co
Texas
$2K +$909 +10 +83%
SBL
312
Sargent Bickham Lagudis
Colorado
$2K +$2K +22 New
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$2K +$2K +29 New
Bank of Montreal
314
Bank of Montreal
Ontario, Canada
$1.6K -$33 -379 -2%
MCM
315
Manchester Capital Management
Vermont
$1K -$563 -9 -36%
IA
316
IFP Advisors
Florida
$1K
TFA
317
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
DI
318
Disciplined Investments
Oklahoma
$1K +$250 +3 +33%
AWM
319
Accel Wealth Management
Iowa
$1K +$1K +14 New
SFG
320
Steward Financial Group
Texas
$1K +$1K +23 New
EBA
321
Eagle Bay Advisors
New York
$46 +$46 +1 New
LOAME
322
Lombard Odier Asset Management (Europe)
United Kingdom
-$10.4M -118,500 Closed
SMG
323
Spectrum Management Group
Indiana
-$8.78M -100,005 Closed
CAM
324
ClariVest Asset Management
California
-$5.02M -57,157 Closed
TPM
325
Triasima Portfolio Management
Quebec, Canada
-$4.44M -50,535 Closed