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Houlihan Lokey

328 hedge funds and large institutions have $4.4B invested in Houlihan Lokey in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 143 increasing their positions, 99 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-6
Holders Change %
-1.8%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
38
Increased
143
Reduced
99
Closed
39
Calls
$4.49M
Puts
$639K
Net Calls
+$3.85M
Net Calls Change
+$2.66M
Name Holding Trade Value Shares
Change
Shares
Change %
IFAM
301
Institutional & Family Asset Management
Colorado
$7.26K
CSPIA
302
Cary Street Partners Investment Advisory
Virginia
$7.26K
SPIA
303
Steward Partners Investment Advisory
New York
$7.09K
PTC
304
Private Trust Company
Ohio
$6.12K -$6.12K -70 -50%
BWL
305
Bogart Wealth LLC
Virginia
$5.34K +$4.64K +53 +663%
BF
306
BOK Financial
Oklahoma
$5.16K -$1.52M -17,401 -100%
First Manhattan
307
First Manhattan
New York
$4.37K +$4.37K +50 New
LFG
308
Larson Financial Group
Missouri
$4.29K +$4.29K +49 New
GWS
309
Glassman Wealth Services
Virginia
$4.11K
JWA
310
JFS Wealth Advisors
Pennsylvania
$3.59K +$88 +1 +3%
BWM
311
BerganKDV Wealth Management
Minnesota
$3.5K +$3.5K +40 New
BAM
312
Bellevue Asset Management
Washington
$3.15K
SC
313
Schubert & Co
Texas
$3.06K
KFP
314
KB Financial Partners
New Jersey
$3K
PFBT
315
Parkside Financial Bank & Trust
Missouri
$2.89K -$5.95K -68 -67%
BBHC
316
Brown Brothers Harriman & Co
New York
$2.89K +$2.89K +33 New
MBFW
317
Morton Brown Family Wealth
Pennsylvania
$2.01K +$2.01K +23 New
DA
318
Denali Advisors
California
$1.66K +$437 +5 +36%
TAM
319
Tucker Asset Management
Colorado
$1.4K -$263 -3 -16%
AWM
320
Accel Wealth Management
Iowa
$1.24K
SIC
321
SJS Investment Consulting
Ohio
$1.23K +$88 +1 +8%
DI
322
Disciplined Investments
Oklahoma
$875 -$263 -3 -23%
AF
323
Advisornet Financial
Minnesota
$875 -$175 -2 -17%
MCM
324
Manchester Capital Management
Vermont
$788
BAAM
325
Baker Avenue Asset Management
California
$612