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Houlihan Lokey

276 hedge funds and large institutions have $3.47B invested in Houlihan Lokey in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 113 increasing their positions, 92 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
-13
Holders Change %
-4.5%
% of All Funds
4.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
35
Increased
113
Reduced
92
Closed
45
Calls
$2.43M
Puts
$1.18M
Net Calls
+$1.25M
Net Calls Change
-$2.74M
Name Holding Trade Value Shares
Change
Shares
Change %
CTC
251
Central Trust Company
Missouri
$13K +$13K +200 New
IPW
252
IronBridge Private Wealth
Texas
$12K
VCM
253
Versant Capital Management
Arizona
$10K +$5.42K +78 +118%
CA
254
Crewe Advisors
Utah
$9K
IFAM
255
Institutional & Family Asset Management
Colorado
$7K -$3.73K -58 -35%
GRP
256
Global Retirement Partners
California
$7K
Jones Financial Companies
257
Jones Financial Companies
Missouri
$7K +$3.56K +56 +104%
SWM
258
Spire Wealth Management
Virginia
$7K +$7K +98 New
EMG
259
ETF Managers Group
New Jersey
$6K -$784K -12,549 -99%
First Manhattan
260
First Manhattan
New York
$6K
SL
261
Savior LLC
Massachusetts
$5K
BMD
262
Better Money Decisions
New Mexico
$5K +$5K +68 New
BAM
263
Bellevue Asset Management
Washington
$4K -$453 -6 -10%
QCG
264
Quadrant Capital Group
Ohio
$4K +$881 +13 +28%
NFG
265
Next Financial Group
Texas
$4K +$949 +14 +31%
VFA
266
Valeo Financial Advisors
Indiana
$4K +$3.79K +55 +1,833%
TWA
267
TCI Wealth Advisors
Arizona
$3K +$3K +38 New
ACM
268
Allred Capital Management
Texas
$2.06K +$2.06K +31 New
AIG
269
American International Group
New York
$2.01K +$5 +80 +0.3%
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$2K
BFC
271
Bedel Financial Consulting
Indiana
$1K
WAP
272
Wealthcare Advisory Partners
Pennsylvania
$1K +$1K +15 New
Nisa Investment Advisors
273
Nisa Investment Advisors
Missouri
$126
WRF
274
Waddell & Reed Financial
Kansas
-$50.4M -749,768 Closed
ZCM
275
Ziegler Capital Management
Illinois
-$10.1M -150,196 Closed