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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 %
SWM
351
Spire Wealth Management
Virginia
$13.7K 107 +9 +9%
WTA
352
Washington Trust Advisors
Massachusetts
$13.4K 105 -16 -13%
HWA
353
HHM Wealth Advisors
Tennessee
$13.3K 104
FFO
354
Fortitude Family Office
Arizona
$12.7K 99
GFPC
355
Global Financial Private Client
Florida
$12.4K 97
IHWM
356
Iron Horse Wealth Management
Iowa
$12.3K 96
BIA
357
Bell Investment Advisors
California
$12.2K 95
VCM
358
Versant Capital Management
Arizona
$12.1K 94
MCM
359
Manchester Capital Management
Vermont
$11.2K 87
IFAM
360
Institutional & Family Asset Management
Colorado
$10.6K 83
AGWCA
361
Annis Gardner Whiting Capital Advisors
Florida
$9.62K 75 +75 New
KFI
362
Key Financial Inc
Pennsylvania
$8.59K 67
CA
363
Crewe Advisors
Utah
$7.95K 62 +62 New
BWL
364
Bogart Wealth LLC
Virginia
$7.82K 61
FFC
365
First Financial Corp
Indiana
$7.69K 60 +60 New
AT
366
Arlington Trust
Alabama
$7.18K 56
WT
367
Washington Trust
Rhode Island
$6.73K 52 -1 -2%
CTA
368
Colonial Trust Advisors
South Carolina
$6.54K 51 +51 New
CWC
369
Carolinas Wealth Consulting
North Carolina
$6.28K 49 -14 -22%
LFG
370
Larson Financial Group
Missouri
$6.28K 49
PCWA
371
Pacific Capital Wealth Advisors
California
$6.15K 48 +48 New
AAP
372
Arax Advisory Partners
Colorado
$5.9K 46 -1 -2%
OLVIG
373
Oliver Lagore Vanvalin Investment Group
Michigan
$5.38K 42
JWA
374
JFS Wealth Advisors
Pennsylvania
$4.87K 38
QC
375
Quent Capital
New York
$4.87K 38 +6 +19%