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Houlihan Lokey

399 hedge funds and large institutions have $6.81B invested in Houlihan Lokey in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 135 increasing their positions, 157 reducing their positions, and 42 closing their positions.

Holders
399
Holders Change
+8
Holders Change %
+2.05%
% of All Funds
5.79%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
54
Increased
135
Reduced
157
Closed
42
Calls
$6.08M
Puts
$128K
Net Calls
+$5.95M
Net Calls Change
-$1.76M
Name Market Value Shares Shares
Change
Shares
Change %
AIM
326
Anchor Investment Management
South Carolina
$57.7K 450
BFEC
327
Benjamin F. Edwards & Company
Missouri
$52K 401 +265 +195%
HFM
328
Harvest Fund Management
China
$49K 381 +381 New
AssetMark Inc
329
AssetMark Inc
California
$48.7K 380 -65 -15%
ACM
330
Accent Capital Management
Ohio
$44.9K 350
TPCW
331
TD Private Client Wealth
New York
$44.1K 344 -1,146 -77%
SPIA
332
Steward Partners Investment Advisory
New York
$37.9K 296 +232 +363%
JWM
333
Janiczek Wealth Management
Colorado
$36.2K 282
S
334
SignatureFD
Georgia
$35.1K 274 +14 +5%
FDCDDQ
335
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.5K 269
FHA
336
First Horizon Advisors
Tennessee
$33.7K 263 -27 -9%
Jones Financial Companies
337
Jones Financial Companies
Missouri
$32.8K 256 +126 +97%
CIAS
338
CBIZ Investment Advisory Services
Ohio
$31K 242 +242 New
EBA
339
Eagle Bay Advisors
New York
$29.8K 233 -96 -29%
BCWM
340
Bartlett & Co Wealth Management
Ohio
$27.8K 217
Nomura Asset Management
341
Nomura Asset Management
Japan
$21.8K 170
AWM
342
Ameliora Wealth Management
Switzerland
$21.7K 169
QCG
343
Quadrant Capital Group
Ohio
$21.5K 168
FFA
344
Farther Finance Advisors
California
$20.6K 161 +75 +87%
RA
345
Rise Advisors
New York
$19.4K 152 +152 New
LC
346
Lindbrook Capital
California
$17.3K 135 +3 +2%
PFBT
347
Parkside Financial Bank & Trust
Missouri
$15.5K 121 +88 +267%
HT
348
Headlands Technologies
Illinois
$15.1K 118 -587 -83%
CPG
349
Cornerstone Planning Group
New Jersey
$14.4K 109 -2 -2%
CWA
350
Core Wealth Advisors
Florida
$14.2K 111