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Houlihan Lokey
HLI

Overview Fund Activity

336 hedge funds and large institutions have $5.39B invested in Houlihan Lokey in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 130 increasing their positions, 99 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+6
Holders Change %
+1.82%
% of All Funds
5.36%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
52
Increased
130
Reduced
99
Closed
40
Calls
$7.12M
Puts
$2.64M
Net Calls
+$4.49M
Net Calls Change
+$507K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$292M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$161M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$30.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$50.4M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$17.2M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$173M
2
Millennium Management
2
Millennium Management
New York
$22M
3
Fidelity International
3
Fidelity International
Bermuda
$13.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$77.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$528M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
301
Spire Wealth Management
Virginia
$10.5K – – –
IHWM
302
Iron Horse Wealth Management
Iowa
$10.3K +$10.3K +96 New
GFPC
303
Global Financial Private Client
Florida
$10.2K – – –
CSPIA
304
Cary Street Partners Investment Advisory
Virginia
$8.89K – – –
IFAM
305
Institutional & Family Asset Management
Colorado
$8.89K – – –
BBHC
306
Brown Brothers Harriman & Co
New York
$8.03K – – –
PTC
307
Private Trust Company
Ohio
$7.5K – – –
KFI
308
Key Financial Inc
Pennsylvania
$7.18K – – –
CWC
309
Carolinas Wealth Consulting
North Carolina
$6.65K -$17.5K -174 -73%
OIS
310
Okabena Investment Services
Minnesota
$6.64K – – –
BWL
311
Bogart Wealth LLC
Virginia
$6.53K – – –
AAP
312
Arax Advisory Partners
Colorado
$5.46K -$1.82K -17 -25%
SPIA
313
Steward Partners Investment Advisory
New York
$5.36K -$3.32K -31 -38%
LFG
314
Larson Financial Group
Missouri
$5.25K – – –
OLVIG
315
Oliver Lagore Vanvalin Investment Group
Michigan
$4.5K +$4.5K +42 New
SIC
316
Salem Investment Counselors
North Carolina
$4.29K – – –
JWA
317
JFS Wealth Advisors
Pennsylvania
$4.29K +$214 +2 +5%
Jones Financial Companies
318
Jones Financial Companies
Missouri
$4.29K +$4.29K +40 New
KFP
319
KB Financial Partners
New Jersey
$4K – – –
SFG
320
Steward Financial Group
Texas
$4K +$4K +43 New
BAM
321
Bellevue Asset Management
Washington
$3.86K – – –
GWS
322
Glassman Wealth Services
Virginia
$3.75K – – –
PFBT
323
Parkside Financial Bank & Trust
Missouri
$3.54K – – –
QC
324
Quent Capital
New York
$3.43K +$3.43K +32 New
CFB
325
Cullen/Frost Bankers
Texas
$3.21K – – –
11 12
13
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