We are live on ! Find out more
HLI icon

Houlihan Lokey

334 hedge funds and large institutions have $4.28B invested in Houlihan Lokey in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 118 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $1.73M | Put options by funds: $540K

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

15% more capital invested

Capital invested by funds: $3.71B → $4.28B (+$570M)

3% more funds holding

Funds holding: 323334 (+11)

0.99% more ownership

Funds ownership: 99.08%100.07% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 118

Holders
334
Holders Change
+11
Holders Change %
+3.41%
% of All Funds
5.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
53
Increased
118
Reduced
118
Closed
37
Calls
$1.73M
Puts
$540K
Net Calls
+$1.19M
Net Calls Change
+$704K
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
151
Panagora Asset Management
Massachusetts
$969K -$220K -2,443 -18%
LAM
152
Lifestyle Asset Management
Texas
$965K +$996K +11,077 New
Aviva
153
Aviva
United Kingdom
$921K -$849K -9,446 -47%
ProShare Advisors
154
ProShare Advisors
Maryland
$893K +$126K +1,397 +16%
CG
155
Carmignac Gestion
France
$872K +$899K +10,000 New
PAS
156
Park Avenue Securities
New York
$871K +$12.7K +141 +1%
ET
157
Equitable Trust
Tennessee
$853K -$366K -4,070 -29%
GC
158
Guggenheim Capital
Illinois
$805K -$150K -1,665 -15%
Squarepoint
159
Squarepoint
New York
$789K -$1.25M -13,893 -61%
AQR Capital Management
160
AQR Capital Management
Connecticut
$785K -$61.6K -685 -7%
Citigroup
161
Citigroup
New York
$766K +$360 +4 +0%
TWD
162
True Wealth Design
Ohio
$746K +$770K +8,562 New
FFP
163
FourThought Financial Partners
Florida
$733K +$756K +8,407 New
OSAM
164
O'Shaughnessy Asset Management
Connecticut
$731K +$87.1K +969 +13%
Allspring Global Investments
165
Allspring Global Investments
North Carolina
$722K -$3.33K -37 -0.4%
AB
166
Amalgamated Bank
New York
$716K +$10.4K +116 +1%
Handelsbanken Fonder
167
Handelsbanken Fonder
Sweden
$711K
COI
168
Connable Office Inc
Michigan
$697K
TC
169
TownSquare Capital
Utah
$697K +$312K +3,476 +77%
YIH
170
Y-Intercept (HK)
Hong Kong
$694K +$716K +7,968 New
CAN
171
Cetera Advisor Networks
California
$685K +$707K +7,863 New
IIC
172
Integrated Investment Consultants
Michigan
$681K +$9.44K +105 +1%
CB
173
Commerce Bank
Missouri
$677K +$19K +211 +3%
NGA
174
Naples Global Advisors
Florida
$648K
EF
175
Empowered Funds
Pennsylvania
$637K +$63.9K +711 +11%