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Houlihan Lokey

328 hedge funds and large institutions have $4.4B invested in Houlihan Lokey in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 143 increasing their positions, 99 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-6
Holders Change %
-1.8%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
38
Increased
143
Reduced
99
Closed
39
Calls
$4.49M
Puts
$639K
Net Calls
+$3.85M
Net Calls Change
+$2.66M
Name Holding Trade Value Shares
Change
Shares
Change %
Polen Capital Management
51
Polen Capital Management
Florida
$12M -$322K -3,682 -3%
MAM
52
Montanaro Asset Management
United Kingdom
$11.5M
GIA
53
GHP Investment Advisors
Colorado
$11.4M +$126K +1,445 +1%
SBH
54
Segall Bryant & Hamill
Illinois
$10.7M +$134K +1,530 +1%
GLA
55
Great Lakes Advisors
Illinois
$10.2M +$10.2M +117,152 New
Schroder Investment Management Group
56
Schroder Investment Management Group
United Kingdom
$10M -$16.8M -191,452 -63%
WCF
57
West Coast Financial
California
$9.87M -$150K -1,710 -1%
Russell Investments Group
58
Russell Investments Group
United Kingdom
$9.57M -$3.39M -38,735 -26%
Swiss National Bank
59
Swiss National Bank
Switzerland
$9.41M -$1.08M -12,300 -10%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$9.25M -$1.36M -15,533 -13%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$9M +$212K +2,427 +2%
PC
62
Pier Capital
Connecticut
$8.34M -$1.4M -16,045 -14%
Invesco
63
Invesco
Georgia
$7.49M -$57K -651 -0.8%
NEI
64
Northwest & Ethical Investments
Ontario, Canada
$7.45M -$1.52M -17,405 -17%
FPTW
65
Franklin, Parlapiano, Turner & Welch
Texas
$7.06M -$130K -1,489 -2%
Public Employees Retirement Association of Colorado
66
Public Employees Retirement Association of Colorado
Colorado
$6.74M +$6.21M +71,011 +1,182%
RJA
67
Raymond James & Associates
Florida
$6.66M +$566K +6,474 +9%
First Trust Advisors
68
First Trust Advisors
Illinois
$6.49M -$72.2M -825,787 -92%
CIC
69
Crawford Investment Counsel
Georgia
$6.11M -$196K -2,240 -3%
Stifel Financial
70
Stifel Financial
Missouri
$6.01M +$1.09M +12,504 +22%
Jane Street
71
Jane Street
New York
$5.74M +$4.56M +52,105 +386%
E
72
Ergoteles
New York
$5.52M +$5.52M +63,136 New
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$5.49M -$42.1K -481 -0.8%
VI
74
Vestcor Inc
New Brunswick, Canada
$5.44M -$1.62M -18,531 -23%
SO
75
STRS Ohio
Ohio
$5.1M