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Houlihan Lokey

448 hedge funds and large institutions have $8.25B invested in Houlihan Lokey in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 157 increasing their positions, 155 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+33
Holders Change %
+7.95%
% of All Funds
6.48%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
71
Increased
157
Reduced
155
Closed
35
Calls
$3.27M
Puts
$1.44M
Net Calls
+$1.83M
Net Calls Change
-$3.79M
Name Holding Trade Value Shares
Change
Shares
Change %
FB
201
Fulton Bank
Pennsylvania
$1.14M +$77.3K +489 +7%
VPIM
202
Vanguard Personalized Indexing Management
California
$1.12M +$28.3K +179 +3%
Osaic Holdings
203
Osaic Holdings
Arizona
$1.08M +$468K +2,962 +77%
BA
204
Bridgewater Associates
Connecticut
$1.07M +$42.2K +267 +4%
AIMCA
205
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.06M -$517K -3,269 -33%
DTL
206
Dynamic Technology Lab
Singapore
$1.05M +$462K +2,924 +79%
COI
207
Connable Office Inc
Michigan
$1.02M
Pictet Asset Management
208
Pictet Asset Management
Switzerland
$1.01M -$58.2K -368 -5%
JIR
209
James Investment Research
Ohio
$1M
IIC
210
Integrated Investment Consultants
Michigan
$989K +$581K +9,490 +142%
X
211
Xponance
Pennsylvania
$973K +$34.9K +221 +4%
SOADOR
212
State of Alaska Department of Revenue
Alaska
$959K +$65.6K +415 +7%
AAS
213
Avantax Advisory Services
Texas
$950K -$156K -986 -14%
SEC
214
Seven Eight Capital
New York
$944K +$944K +5,974 New
HSBC Holdings
215
HSBC Holdings
United Kingdom
$940K -$310K -1,982 -25%
NGA
216
Naples Global Advisors
Florida
$932K -$3.95K -25 -0.4%
EAM
217
EFG Asset Management
Oregon
$924K +$66.5K +421 +8%
SWM
218
Sendero Wealth Management
Texas
$920K
TD Asset Management
219
TD Asset Management
Ontario, Canada
$914K -$189K -1,200 -17%
Lazard Asset Management
220
Lazard Asset Management
New York
$851K +$452K +2,865 +113%
KAS
221
Kestra Advisory Services
Texas
$845K +$500K +3,164 +145%
Federated Hermes
222
Federated Hermes
Pennsylvania
$827K +$123K +776 +17%
MGIA
223
Moneta Group Investment Advisors
Missouri
$821K -$36.5K -231 -4%
NS
224
NBC Securities
Alabama
$805K -$106K -673 -12%
IP
225
Isthmus Partners
Wisconsin
$803K