HLI icon

Houlihan Lokey

330 hedge funds and large institutions have $4.92B invested in Houlihan Lokey in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 104 increasing their positions, 124 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
5.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
104
Reduced
124
Closed
44
Calls
$4.52M
Puts
$541K
Net Calls
+$3.98M
Net Calls Change
+$132K
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
201
Tower Research Capital (TRC)
New York
$452K +$252K +2,562 +126%
SWM
202
Sendero Wealth Management
Texas
$451K +$72.1K +733 +19%
Squarepoint
203
Squarepoint
New York
$436K -$1.39M -14,157 -76%
SSA
204
Schonfeld Strategic Advisors
New York
$408K -$830K -8,447 -67%
KeyBank National Association
205
KeyBank National Association
Ohio
$396K -$129K -1,315 -25%
STA
206
Summit Trail Advisors
New York
$396K -$590 -6 -0.1%
LP
207
LMR Partners
United Kingdom
$395K +$395K +4,018 New
State of Wisconsin Investment Board
208
State of Wisconsin Investment Board
Wisconsin
$393K -$362K -3,679 -48%
MSRPS
209
Maryland State Retirement & Pension System
Maryland
$386K +$386K +3,928 New
WA
210
Wealth Alliance
New York
$383K +$24.2K +246 +7%
YMRC
211
Yorktown Management & Research Company
Virginia
$378K
AG
212
AIA Group
Hong Kong
$372K +$372K +3,785 New
OMC
213
Old Mission Capital
Illinois
$365K +$365K +3,717 New
PRC
214
Pearl River Capital
Michigan
$345K +$66.3K +674 +24%
HFS
215
Hantz Financial Services
Michigan
$340K +$38.7K +394 +13%
BFG
216
Bleakley Financial Group
New Jersey
$339K +$339K +3,451 New
VAS
217
Vestmark Advisory Solutions
Massachusetts
$336K -$22.5K -229 -6%
FBT
218
First Bank & Trust
South Dakota
$330K
Marshall Wace
219
Marshall Wace
United Kingdom
$324K +$324K +3,294 New
SS
220
Simplicity Solutions
Minnesota
$321K +$321K +3,264 New
JCM
221
J2 Capital Management
Michigan
$317K -$72.6K -738 -19%
PAG
222
Private Advisor Group
New Jersey
$307K +$12.2K +122 +4%
TI
223
Trexquant Investment
Connecticut
$300K +$300K +3,048 New
RP
224
Riverwater Partners
Wisconsin
$293K
SC
225
Steph & Co
Wisconsin
$291K +$15.2K +155 +6%