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Houlihan Lokey

448 hedge funds and large institutions have $8.25B invested in Houlihan Lokey in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 157 increasing their positions, 155 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+33
Holders Change %
+7.95%
% of All Funds
6.48%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
71
Increased
157
Reduced
155
Closed
35
Calls
$3.27M
Puts
$1.44M
Net Calls
+$1.83M
Net Calls Change
-$3.79M
Name Holding Trade Value Shares
Change
Shares
Change %
XT
301
XTX Topco
Cayman Islands
$308K -$497K -3,144 -62%
SC
302
Steph & Co
Wisconsin
$305K -$10.7K -68 -3%
Bessemer Group
303
Bessemer Group
New Jersey
$303K +$174K +1,102 +135%
Two Sigma Investments
304
Two Sigma Investments
New York
$302K +$67.2K +425 +29%
SCM
305
Sterling Capital Management
North Carolina
$295K +$295K +1,866 New
Commonwealth Equity Services
306
Commonwealth Equity Services
Massachusetts
$288K -$10.9K -69 -4%
HAG
307
HighPoint Advisor Group
Illinois
$275K +$2.74K +16 +1%
SWA
308
SFMG Wealth Advisors
Texas
$270K +$158 +1 +0.1%
FFP
309
FourThought Financial Partners
Florida
$270K -$1.09M -6,910 -80%
RCAG
310
Rehmann Capital Advisory Group
Michigan
$268K -$3.97K -25 -1%
IWM
311
IHT Wealth Management
Illinois
$268K +$268K +1,688 New
NW
312
NewEdge Wealth
Pennsylvania
$260K +$18.3K +116 +8%
CL
313
Choreo LLC
Illinois
$257K +$257K +1,611 New
AWM
314
Axxcess Wealth Management
California
$254K +$254K +1,608 New
ATC
315
Argent Trust Co
Tennessee
$250K -$4.11K -26 -2%
NG
316
Norden Group
Utah
$248K +$248K +1,571 New
BEI
317
Benjamin Edwards Inc
Missouri
$245K +$243K +1,539 +17,100%
FTWA
318
Fifth Third Wealth Advisors
Ohio
$244K +$2.05K +13 +0.9%
CIBC Asset Management
319
CIBC Asset Management
Ontario, Canada
$243K +$7.9K +50 +3%
PA
320
Profund Advisors
Maryland
$242K +$1.9K +12 +0.8%
AWS
321
Atria Wealth Solutions
New York
$242K +$242K +1,530 New
HKIMG
322
Hutchens & Kramer Investment Management Group
Indiana
$237K +$237K +1,484 New
TFS
323
Thoroughbred Financial Services
Tennessee
$236K
MSAM
324
Moloney Securities Asset Management
Missouri
$235K -$67.2K -425 -22%
VAS
325
Vestmark Advisory Solutions
Massachusetts
$234K +$234K +1,482 New