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Houlihan Lokey

391 hedge funds and large institutions have $6.61B invested in Houlihan Lokey in 2023 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 125 increasing their positions, 130 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+55
Holders Change %
+16.37%
% of All Funds
5.73%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
87
Increased
125
Reduced
130
Closed
26
Calls
$8.72M
Puts
$1.01M
Net Calls
+$7.71M
Net Calls Change
+$3.22M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
301
Smartleaf Asset Management
Massachusetts
$148K +$148K +1,221 New
Nisa Investment Advisors
302
Nisa Investment Advisors
Missouri
$147K -$60.7K -506 -29%
ACM
303
Aquatic Capital Management
Illinois
$144K -$12K -100 -8%
EWA
304
EverSource Wealth Advisors
Alabama
$137K +$14.7K +123 +12%
PPC
305
Park Place Capital
Alabama
$135K -$77.7K -648 -37%
HGERS
306
Householder Group Estate & Retirement Specialist
Arizona
$126K +$2.62K +22 +2%
QT
307
Quantbot Technologies
New York
$120K +$120K +1,003 New
CI Investments Inc
308
CI Investments Inc
Ontario, Canada
$119K -$25.1K -210 -17%
C
309
Covestor
United Kingdom
$111K -$10.8K -90 -9%
KBC Group
310
KBC Group
Belgium
$107K +$16.2K +135 +18%
UB
311
UMB Bank
Missouri
$104K
IPW
312
Impact Partnership Wealth
Georgia
$102K +$102K +851 New
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$89.8K +$89.8K +749 New
Bessemer Group
314
Bessemer Group
New Jersey
$87K +$11K +92 +14%
PS
315
Planned Solutions
California
$86.6K +$86.6K +722 New
GI
316
GAMMA Investing
California
$85.2K +$85.2K +711 New
HT
317
Headlands Technologies
Illinois
$84.5K -$12.4K -103 -13%
PS
318
Principal Securities
Iowa
$82.5K +$82.5K +688 New
HIIFS
319
Harel Insurance Investments & Financial Services
Israel
$73K
PA
320
Parallel Advisors
California
$64.3K +$600 +5 +0.9%
GRP
321
Global Retirement Partners
California
$63.4K -$24.9K -212 -28%
AIM
322
Anchor Investment Management
South Carolina
$54K
AssetMark Inc
323
AssetMark Inc
California
$53.4K -$23.3K -194 -30%
ACM
324
Accent Capital Management
Ohio
$42K +$42K +350 New
EBA
325
Eagle Bay Advisors
New York
$39.4K -$19.4K -162 -33%