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Houlihan Lokey

391 hedge funds and large institutions have $6.61B invested in Houlihan Lokey in 2023 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 125 increasing their positions, 130 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+55
Holders Change %
+16.37%
% of All Funds
5.73%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
87
Increased
125
Reduced
130
Closed
26
Calls
$8.72M
Puts
$1.01M
Net Calls
+$7.71M
Net Calls Change
+$3.22M
Name Holding Trade Value Shares
Change
Shares
Change %
ET
201
Equitable Trust
Tennessee
$892K -$14.4K -120 -2%
IWC
202
Integrated Wealth Concepts
Massachusetts
$892K -$90.9K -758 -9%
GC
203
Guggenheim Capital
Illinois
$875K -$56.5K -471 -6%
Citadel Advisors
204
Citadel Advisors
Florida
$829K -$1.72M -14,306 -67%
IP
205
Interval Partners
New York
$800K -$9.9M -82,579 -93%
X
206
Xponance
Pennsylvania
$791K +$523K +4,365 +196%
FB
207
Fulton Bank
Pennsylvania
$774K +$76.6K +639 +11%
BHPW
208
Beverly Hills Private Wealth
California
$770K -$124K -1,034 -14%
PP
209
PDT Partners
New York
$762K -$217K -1,810 -22%
JIR
210
James Investment Research
Ohio
$760K
NGA
211
Naples Global Advisors
Florida
$720K -$119K -995 -14%
Pictet Asset Management
212
Pictet Asset Management
Switzerland
$717K
Deutsche Bank
213
Deutsche Bank
Germany
$714K +$53.4K +445 +8%
VPIM
214
Vanguard Personalized Indexing Management
California
$714K +$90.3K +753 +14%
SWM
215
Sendero Wealth Management
Texas
$698K +$63K +525 +10%
BCM
216
Brookstone Capital Management
Illinois
$691K +$8.87K +74 +1%
D.E. Shaw & Co
217
D.E. Shaw & Co
New York
$689K -$1.1M -9,149 -61%
SOADOR
218
State of Alaska Department of Revenue
Alaska
$668K +$668K +5,575 New
AQR Capital Management
219
AQR Capital Management
Connecticut
$661K -$304K -2,537 -32%
CB
220
Commerce Bank
Missouri
$616K -$221K -1,840 -26%
IP
221
Isthmus Partners
Wisconsin
$610K
MGIA
222
Moneta Group Investment Advisors
Missouri
$598K -$10.6K -88 -2%
IB
223
Intrust Bank
Kansas
$590K -$3.12K -26 -0.5%
State of Wisconsin Investment Board
224
State of Wisconsin Investment Board
Wisconsin
$584K -$110K -917 -16%
CG
225
Caprock Group
Idaho
$584K