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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 %
UB
351
UMB Bank
Missouri
$135K +$15.2K +96 +13%
Northwestern Mutual Wealth Management
352
Northwestern Mutual Wealth Management
Wisconsin
$129K -$9.8K -62 -7%
FFA
353
Farther Finance Advisors
California
$129K +$4.74K +30 +4%
GRP
354
Global Retirement Partners
California
$124K -$34.4K -218 -22%
PS
355
Planned Solutions
California
$114K +$114K +722 New
AF
356
Allworth Financial
California
$111K +$1.11K +7 +1%
PA
357
Parallel Advisors
California
$106K +$19.1K +121 +22%
C
358
Covestor
United Kingdom
$98K -$34.9K -220 -26%
HIIFS
359
Harel Insurance Investments & Financial Services
Israel
$93K -$24.4K -155 -21%
A
360
AlphaQuest
New York
$91.7K +$91.7K +580 New
PPC
361
Park Place Capital
Alabama
$80.1K -$474 -3 -0.6%
PP
362
Pingora Partners
Wyoming
$79K
QL
363
Quarry LP
New York
$76.3K +$76.3K +483 New
AIM
364
Anchor Investment Management
South Carolina
$76K +$4.9K +31 +7%
GSEP
365
Golden State Equity Partners
California
$76K +$76K +481 New
MG
366
Mather Group
Illinois
$74K -$21.8K -138 -23%
HT
367
Headlands Technologies
Illinois
$73.3K +$73.3K +464 New
FHA
368
First Horizon Advisors
Tennessee
$69.7K +$31.3K +198 +81%
HFM
369
Harvest Fund Management
China
$60K
ACM
370
Accent Capital Management
Ohio
$55.3K
EA
371
Emerald Advisers
Pennsylvania
$54.5K -$13.8M -87,238 -100%
S
372
SignatureFD
Georgia
$51.4K +$4.11K +26 +9%
TPCW
373
TD Private Client Wealth
New York
$48.2K +$6.8K +43 +16%
CIAS
374
CBIZ Investment Advisory Services
Ohio
$38.2K
WWM
375
Wolff Wiese Magana
California
$38.1K +$38.1K +241 New