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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 %
SPIA
326
Steward Partners Investment Advisory
New York
$234K +$207K +1,309 +761%
BFM
327
Boothbay Fund Management
New York
$233K +$233K +1,475 New
NAS
328
Nicolet Advisory Services
Wisconsin
$233K +$233K +1,462 New
DC
329
Diametric Capital
Massachusetts
$229K +$229K +1,450 New
SG Americas Securities
330
SG Americas Securities
New York
$229K -$1.93M -12,228 -89%
EWA
331
EverSource Wealth Advisors
Alabama
$228K -$26.2K -166 -10%
HNB
332
Huntington National Bank
Ohio
$227K -$16.3K -103 -7%
GI
333
GAMMA Investing
California
$225K +$60.2K +381 +37%
RWM
334
Ritholtz Wealth Management
New York
$224K +$224K +1,419 New
CI Investments Inc
335
CI Investments Inc
Ontario, Canada
$224K +$21.1K +133 +10%
SWM
336
Scissortail Wealth Management
Oklahoma
$222K +$222K +8 New
OIS
337
Okabena Investment Services
Minnesota
$218K +$218K +1,382 New
VFA
338
Values First Advisors
Tennessee
$210K -$184K -1,165 -47%
SSA
339
Schonfeld Strategic Advisors
New York
$209K -$359K -2,274 -63%
MYAM
340
Meiji Yasuda Asset Management
Japan
$208K +$208K +1,319 New
TI
341
TrueMark Investments
Illinois
$203K +$203K +1,286 New
KBC Group
342
KBC Group
Belgium
$203K
HGERS
343
Householder Group Estate & Retirement Specialist
Arizona
$202K +$5.36K +34 +3%
Nisa Investment Advisors
344
Nisa Investment Advisors
Missouri
$195K
PAM
345
Paradigm Asset Management
New York
$190K
MCM
346
Manchester Capital Management
Vermont
$180K +$166K +1,053 +1,210%
SAM
347
Smartleaf Asset Management
Massachusetts
$170K +$13.1K +83 +8%
PS
348
Principal Securities
Iowa
$158K +$18K +114 +13%
IA
349
IFP Advisors
Florida
$153K +$153K +969 New
AF
350
Advisornet Financial
Minnesota
$136K +$136K +861 New