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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 %
FHA
326
First Horizon Advisors
Tennessee
$34.8K -$5.88K -49 -14%
JWM
327
Janiczek Wealth Management
Colorado
$33.8K
FDCDDQ
328
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.3K
S
329
SignatureFD
Georgia
$31.2K +$600 +5 +2%
BCWM
330
Bartlett & Co Wealth Management
Ohio
$26.3K
BC
331
Bartlett & Co
Ohio
$26K
QL
332
Quarry LP
New York
$23.4K +$23.4K +195 New
LA
333
LM Advisors
California
$21.9K +$21.9K +183 New
Nomura Asset Management
334
Nomura Asset Management
Japan
$20.4K
AWM
335
Ameliora Wealth Management
Switzerland
$20.3K
QCG
336
Quadrant Capital Group
Ohio
$20.1K +$1.92K +16 +11%
BFEC
337
Benjamin F. Edwards & Company
Missouri
$16K +$16K +136 New
LC
338
Lindbrook Capital
California
$15.8K -$1.08K -9 -6%
Jones Financial Companies
339
Jones Financial Companies
Missouri
$15.6K +$10.8K +90 +225%
WTA
340
Washington Trust Advisors
Massachusetts
$14.5K -$4.56K -38 -24%
CSS
341
Cubist Systematic Strategies
Connecticut
$14.3K +$14.3K +119 New
CWA
342
Core Wealth Advisors
Florida
$13.3K +$13.3K +111 New
CPG
343
Cornerstone Planning Group
New Jersey
$13.3K -$839 -7 -6%
HWA
344
HHM Wealth Advisors
Tennessee
$12.5K
FFO
345
Fortitude Family Office
Arizona
$11.9K +$11.9K +99 New
SWM
346
Spire Wealth Management
Virginia
$11.7K
GFPC
347
Global Financial Private Client
Florida
$11.6K
IHWM
348
Iron Horse Wealth Management
Iowa
$11.5K
AF
349
Allworth Financial
California
$11.4K -$2.52K -21 -18%
BIA
350
Bell Investment Advisors
California
$11.4K -$600 -5 -5%