HLI icon

Houlihan Lokey

330 hedge funds and large institutions have $4.92B invested in Houlihan Lokey in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 104 increasing their positions, 124 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
5.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
104
Reduced
124
Closed
44
Calls
$4.52M
Puts
$541K
Net Calls
+$3.98M
Net Calls Change
+$132K
Name Holding Trade Value Shares
Change
Shares
Change %
BBHC
301
Brown Brothers Harriman & Co
New York
$7.37K +$4.13K +42 +127%
PTC
302
Private Trust Company
Ohio
$6.88K
AAP
303
Arax Advisory Partners
Colorado
$6.69K -$2.36K -24 -26%
KFI
304
Key Financial Inc
Pennsylvania
$6.59K +$6.59K +67 New
OIS
305
Okabena Investment Services
Minnesota
$6.1K -$584K -5,937 -99%
BWL
306
Bogart Wealth LLC
Virginia
$6K
BF
307
BOK Financial
Oklahoma
$5.8K
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$5.51K -$13.1K -133 -70%
First Manhattan
309
First Manhattan
New York
$4.92K
LFG
310
Larson Financial Group
Missouri
$4.82K
MPWT
311
MassMutual Private Wealth & Trust
Connecticut
$4.42K -$4.82K -49 -52%
Toronto Dominion Bank
312
Toronto Dominion Bank
Ontario, Canada
$4K +$4K +45 New
SIC
313
Salem Investment Counselors
North Carolina
$3.93K +$3.93K +40 New
JWA
314
JFS Wealth Advisors
Pennsylvania
$3.74K -$295 -3 -7%
BAM
315
Bellevue Asset Management
Washington
$3.54K
GWS
316
Glassman Wealth Services
Virginia
$3.44K -$1.18K -12 -26%
PFBT
317
Parkside Financial Bank & Trust
Missouri
$3.25K
KFP
318
KB Financial Partners
New Jersey
$3K
CFB
319
Cullen/Frost Bankers
Texas
$2.95K +$2.95K +30 New
AWM
320
Atticus Wealth Management
Florida
$2.85K +$2.85K +29 New
CAS
321
Coppell Advisory Solutions
Texas
$2.08K +$2.08K +21 New
DA
322
Denali Advisors
California
$1.87K
TAM
323
Tucker Asset Management
Colorado
$1.57K
FGAM
324
Financial Gravity Asset Management
Texas
$1.44K +$162 +11 +13%
DI
325
Disciplined Investments
Oklahoma
$983