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Houlihan Lokey

323 hedge funds and large institutions have $3.71B invested in Houlihan Lokey in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 117 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

66% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $746K

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0.28% more ownership

Funds ownership: 98.8%99.08% (+0.28%)

0% more funds holding

Funds holding: 323323 (0)

3% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 117

4% less capital invested

Capital invested by funds: $3.86B → $3.71B (-$154M)

Holders
323
Holders Change
Holders Change %
0%
% of All Funds
5.56%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
37
Increased
113
Reduced
117
Closed
36
Calls
$1.24M
Puts
$746K
Net Calls
+$490K
Net Calls Change
-$749K
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
301
Bellevue Asset Management
Washington
$3K
JWA
302
JFS Wealth Advisors
Pennsylvania
$3K +$1.13K +14 +56%
SC
303
Schubert & Co
Texas
$3K +$1.13K +14 +64%
HWMA
304
Heritage Wealth Management (Arizona)
Arizona
$3K +$2.75K +34 New
PAI
305
Pittenger & Anderson Inc
Nebraska
$3K +$3.16K +39 New
GEA
306
Glen Eagle Advisors
New Jersey
$2.56K +$2.75K +34 New
LC
307
Lindbrook Capital
California
$2K +$729 +9 +39%
Bank of Montreal
308
Bank of Montreal
Ontario, Canada
$1.77K +$325K +4,011 +22%
TAM
309
Tucker Asset Management
Colorado
$1.7K +$1.54K +19 New
ACM
310
Absolute Capital Management
Pennsylvania
$1.14K +$1.22K +15 New
National Bank of Canada
311
National Bank of Canada
Quebec, Canada
$1K -$128K -1,581 -99%
BWL
312
Bogart Wealth LLC
Virginia
$1K -$2.19K -27 -77%
AWM
313
Accel Wealth Management
Iowa
$1K
IA
314
IFP Advisors
Florida
$1K
TFA
315
Transamerica Financial Advisors
Florida
$1K
WFA
316
Wipfli Financial Advisors
Wisconsin
$1K +$648 +8 New
CAL
317
Capital Advisors Ltd
Ohio
$1K +$972 +12 New
Jacobs Levy Equity Management
318
Jacobs Levy Equity Management
New Jersey
-$46.8M -592,963 Closed
GC
319
Gillson Capital
Illinois
-$5.56M -70,467 Closed
Assenagon Asset Management
320
Assenagon Asset Management
Luxembourg
-$2.02M -25,563 Closed
VIA
321
Vident Investment Advisory
Georgia
-$1.97M -25,009 Closed
PA
322
Paragon Advisors
Texas
-$1.87M -23,639 Closed
Baird Financial Group
323
Baird Financial Group
Wisconsin
-$1.66M -20,994 Closed
BC
324
Brookfield Corp
Ontario, Canada
-$1.48M -18,696 Closed
SBIA
325
Sheaff Brock Investment Advisors
Indiana
-$1.14M -14,474 Closed