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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 %
VCM
351
Versant Capital Management
Arizona
$11.3K -$3.12K -26 -22%
MCM
352
Manchester Capital Management
Vermont
$10.4K +$9.35K +78 +867%
FFA
353
Farther Finance Advisors
California
$10.3K -$3.24K -27 -24%
IFAM
354
Institutional & Family Asset Management
Colorado
$9.95K
SA
355
Scarborough Advisors
Maryland
$9.69K +$9.69K +81 New
BBHC
356
Brown Brothers Harriman & Co
New York
$8.99K
KI
357
Kapitalo Investimentos
Brazil
$8.39K -$131K -1,095 -94%
KFI
358
Key Financial Inc
Pennsylvania
$8.03K
SPIA
359
Steward Partners Investment Advisory
New York
$7.67K +$1.68K +14 +28%
CWC
360
Carolinas Wealth Consulting
North Carolina
$7.57K -$361 -3 -5%
BGAI
361
Bruce G. Allen Investments
Colorado
$7.43K +$7.43K +62 New
BWL
362
Bogart Wealth LLC
Virginia
$7.32K
AT
363
Arlington Trust
Alabama
$6.72K +$6.72K +56 New
WT
364
Washington Trust
Rhode Island
$6.38K +$6.38K +53 New
TCWA
365
Turtle Creek Wealth Advisors
Texas
$6K +$6K +50 New
LFG
366
Larson Financial Group
Missouri
$5.88K
AAP
367
Arax Advisory Partners
Colorado
$5.64K -$480 -4 -8%
OLVIG
368
Oliver Lagore Vanvalin Investment Group
Michigan
$5.04K
SIC
369
Salem Investment Counselors
North Carolina
$4.8K
JWA
370
JFS Wealth Advisors
Pennsylvania
$4.56K -$240 -2 -5%
GWS
371
Glassman Wealth Services
Virginia
$4.2K
PFBT
372
Parkside Financial Bank & Trust
Missouri
$3.96K
QC
373
Quent Capital
New York
$3.84K
CFB
374
Cullen/Frost Bankers
Texas
$3.6K
SS
375
Sunbelt Securities
Texas
$3.48K