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Houlihan Lokey

334 hedge funds and large institutions have $4.28B invested in Houlihan Lokey in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 118 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+11
Holders Change %
+3.41%
% of All Funds
5.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
53
Increased
118
Reduced
118
Closed
37
Calls
$1.73M
Puts
$540K
Net Calls
+$1.19M
Net Calls Change
+$704K
Name Holding Trade Value Shares
Change
Shares
Change %
PFBT
301
Parkside Financial Bank & Trust
Missouri
$8.8K +$2.88K +33 +49%
GFPC
302
Global Financial Private Client
Florida
$8.46K
AAP
303
Arax Advisory Partners
Colorado
$8.02K
MPWT
304
MassMutual Private Wealth & Trust
Connecticut
$8K +$8K +94 New
TCWA
305
Ten Capital Wealth Advisors
Washington
$7.5K
IFAM
306
Institutional & Family Asset Management
Colorado
$7.23K +$349 +4 +5%
CSPIA
307
Cary Street Partners Investment Advisory
Virginia
$7.23K +$7.23K +83 New
SPIA
308
Steward Partners Investment Advisory
New York
$7.06K -$10K -115 -59%
CPG
309
Cornerstone Planning Group
New Jersey
$6.03K +$6.03K +63 New
HWMA
310
Heritage Wealth Management (Arizona)
Arizona
$5.93K +$2.96K +34 +100%
AF
311
Allworth Financial
California
$4.53K +$4.18K +48 +1,200%
GWS
312
Glassman Wealth Services
Virginia
$4.1K
JWA
313
JFS Wealth Advisors
Pennsylvania
$3.49K +$87 +1 +3%
BAM
314
Bellevue Asset Management
Washington
$3.12K
MCC
315
Money Concepts Capital
Florida
$3.05K -$4.36K -50 -59%
SC
316
Schubert & Co
Texas
$3.05K -$87 -1 -3%
KFP
317
KB Financial Partners
New Jersey
$3K -$2.57K -30 -46%
GEA
318
Glen Eagle Advisors
New Jersey
$2.98K
Simplex Trading
319
Simplex Trading
Illinois
$2K +$2K +26 New
TAM
320
Tucker Asset Management
Colorado
$1.69K
AWM
321
Accel Wealth Management
Iowa
$1.23K
DA
322
Denali Advisors
California
$1.22K +$1.22K +14 New
DI
323
Disciplined Investments
Oklahoma
$1.13K +$610 +7 +117%
SIC
324
SJS Investment Consulting
Ohio
$1.13K +$610 +7 +117%
AF
325
Advisornet Financial
Minnesota
$1.05K +$1.05K +12 New