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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 %
BAM
426
Bellevue Asset Management
Washington
$3.79K
PWMG
427
Private Wealth Management Group
New Jersey
$3.32K
CAS
428
Coppell Advisory Solutions
Texas
$3.31K
FMII
429
Farmers & Merchants Investments Inc
Nebraska
$3K
TAM
430
Tucker Asset Management
Colorado
$2.84K -$474 -3 -14%
GM
431
GeoWealth Management
Illinois
$2.84K +$2.84K +18 New
CA
432
Continuum Advisory
Idaho
$2.76K +$2.76K +15 New
MPWT
433
MassMutual Private Wealth & Trust
Connecticut
$2.53K +$2.21K +14 +700%
BCMLT
434
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.37K +$2.37K +15 New
SIC
435
Salem Investment Counselors
North Carolina
$2.21K
HCM
436
Hollencrest Capital Management
California
$2.21K
DPW
437
DiNuzzo Private Wealth
Pennsylvania
$1.9K
SIC
438
SJS Investment Consulting
Ohio
$1.9K
HCP
439
Hexagon Capital Partners
Arkansas
$1.42K +$1.42K +9 New
CSC
440
Caldwell Sutter Capital
California
$948
CA
441
Claris Advisors
Missouri
$632 +$632 +4 New
CPA
442
Capital Performance Advisors
California
$632 +$632 +4 New
S
443
Sachetta
Massachusetts
$475
BF
444
BOK Financial
Oklahoma
$318
FPFS
445
First Personal Financial Services
North Carolina
$317 +$317 +2 New
TFM
446
TFC Financial Management
Massachusetts
$159
RIL
447
Rothschild Investment LLC
Illinois
$158 +$158 +1 New
Norges Bank
448
Norges Bank
Norway
-$96.8M -717,594 Closed
SPS
449
Susquehanna Portfolio Strategies
Pennsylvania
-$12.9M -95,586 Closed
DCM
450
Driehaus Capital Management
Illinois
-$10.3M -76,543 Closed