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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 %
QCG
376
Quadrant Capital Group
Ohio
$35.7K +$5.85K +37 +20%
PFBT
377
Parkside Financial Bank & Trust
Missouri
$34.6K +$6.95K +44 +25%
BCWM
378
Bartlett & Co Wealth Management
Ohio
$34.3K
GFPC
379
Global Financial Private Client
Florida
$30.7K +$15.3K +97 +100%
ABWM
380
Alpine Bank Wealth Management
Colorado
$28.8K +$28.8K +182 New
EBA
381
Eagle Bay Advisors
New York
$28.2K -$7.25K -46 -20%
Nomura Asset Management
382
Nomura Asset Management
Japan
$26.9K
AWM
383
Ameliora Wealth Management
Switzerland
$26.7K
RA
384
Rise Advisors
New York
$24.2K +$158 +1 +0.7%
Amundi
385
Amundi
France
$22.1K -$1.08M -6,603 -98%
LC
386
Lindbrook Capital
California
$21.8K +$474 +3 +2%
BBHC
387
Brown Brothers Harriman & Co
New York
$21.8K +$21.8K +138 New
FIM
388
FWL Investment Management
Texas
$21.8K +$21.8K +138 New
PPA
389
Painted Porch Advisors
California
$19.8K
WTA
390
Washington Trust Advisors
Massachusetts
$16.5K
HWA
391
HHM Wealth Advisors
Tennessee
$16.4K
FFO
392
Fortitude Family Office
Arizona
$15.6K
IHWM
393
Iron Horse Wealth Management
Iowa
$15.2K
BIA
394
Bell Investment Advisors
California
$15K
VCM
395
Versant Capital Management
Arizona
$14.9K
SWM
396
Spire Wealth Management
Virginia
$13.7K -$2.69K -17 -16%
Mitsubishi UFJ Asset Management
397
Mitsubishi UFJ Asset Management
Japan
$12.3K -$17.9K -113 -59%
ATS
398
Ashton Thomas Securities
New York
$12K +$12K +76 New
CPG
399
Cornerstone Planning Group
New Jersey
$11.7K -$4.33K -26 -27%
FNWA
400
Financial Network Wealth Advisors
Utah
$11.4K +$474 +3 +4%