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Houlihan Lokey

323 hedge funds and large institutions have $3.86B invested in Houlihan Lokey in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 107 increasing their positions, 136 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
-20
Holders Change %
-5.83%
% of All Funds
5.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
43
Increased
107
Reduced
136
Closed
55
Calls
$2.01M
Puts
$773K
Net Calls
+$1.24M
Net Calls Change
-$237K
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
201
Brookstone Capital Management
Illinois
$452K
FAM
202
Formidable Asset Management
Ohio
$449K +$143K +1,810 +47%
KeyBank National Association
203
KeyBank National Association
Ohio
$422K +$422K +5,348 New
NYLIM
204
New York Life Investment Management
New York
$419K +$419K +5,311 New
Two Sigma Investments
205
Two Sigma Investments
New York
$418K +$418K +5,300 New
RMC
206
Resources Management Corp
Connecticut
$409K +$19.7K +250 +5%
IB
207
Intrust Bank
Kansas
$408K -$11K -139 -3%
HCC
208
Hirtle Callaghan & Co
Pennsylvania
$406K -$54.8K -694 -12%
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
$401K +$10.3K +131 +3%
CCIA
210
Campbell & Co Investment Adviser
Maryland
$399K +$399K +5,054 New
MGIA
211
Moneta Group Investment Advisors
Missouri
$397K +$81.5K +1,032 +26%
FA
212
FDx Advisors
Illinois
$378K -$24.8K -314 -6%
FC
213
FORA Capital
Florida
$375K -$388K -4,904 -51%
Acadian Asset Management
214
Acadian Asset Management
Massachusetts
$374K -$17.4M -219,804 -98%
JIR
215
James Investment Research
Ohio
$373K +$1.26K +16 +0.3%
Janney Montgomery Scott
216
Janney Montgomery Scott
Pennsylvania
$366K -$83.4K -1,058 -19%
New York State Teachers Retirement System (NYSTRS)
217
New York State Teachers Retirement System (NYSTRS)
New York
$355K
Mackenzie Financial
218
Mackenzie Financial
Ontario, Canada
$350K +$60.5K +767 +21%
CM
219
CastleKnight Management
New York
$332K +$332K +4,200 New
Canada Life
220
Canada Life
Manitoba, Canada
$328K +$11.4K +145 +4%
SAM
221
Sawgrass Asset Management
Florida
$324K -$7.5K -95 -2%
Qube Research & Technologies (QRT)
222
Qube Research & Technologies (QRT)
United Kingdom
$301K -$2.4M -30,420 -89%
YWP
223
YorkBridge Wealth Partners
New York
$296K -$11.3K -143 -4%
TI
224
Trexquant Investment
Connecticut
$282K +$282K +3,578 New
OAM
225
Origin Asset Management
United Kingdom
$279K -$231K -2,920 -45%