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Houlihan Lokey

228 hedge funds and large institutions have $2.45B invested in Houlihan Lokey in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 86 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+41
Holders Change %
+21.93%
% of All Funds
5.04%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
58
Increased
86
Reduced
57
Closed
14
Calls
$1.81M
Puts
$239K
Net Calls
+$1.57M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Shares
Change %
KOCAA
101
Knights of Columbus Asset Advisors
Connecticut
$1.28M -$547K -10,499 -30%
AIC
102
Aurora Investment Counsel
Georgia
$1.24M -$257K -4,933 -17%
NIPH
103
NN Investment Partners Holdings
Netherlands
$1.24M +$1.24M +23,700 New
GPGA
104
Grandeur Peak Global Advisors
Utah
$1.21M +$1.21M +23,225 New
HighTower Advisors
105
HighTower Advisors
Illinois
$1.19M +$189K +3,608 +19%
Skandinaviska Enskilda Banken (SEB)
106
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.17M +$1.17M +22,500 New
US Bancorp
107
US Bancorp
Minnesota
$1.14M +$140K +2,690 +14%
JPMPWA
108
J.P. Morgan Private Wealth Advisors
California
$1.1M +$164K +3,140 +17%
RFC
109
Regions Financial Corp
Alabama
$1.06M +$11.1K +213 +1%
EGM
110
Engineers Gate Manager
New York
$1.04M +$1.04M +19,998 New
IWA
111
Intercontinental Wealth Advisors
Texas
$1.03M +$1.03M +19,662 New
LW
112
Linscomb Wealth
Texas
$1.02M -$413K -7,926 -29%
Citigroup
113
Citigroup
New York
$989K +$156K +2,988 +19%
SRAM
114
Stone Ridge Asset Management
New York
$953K
MIM
115
MetLife Investment Management
New Jersey
$945K
AWM
116
Avior Wealth Management
Nebraska
$938K
Balyasny Asset Management
117
Balyasny Asset Management
Illinois
$934K -$6.18M -118,642 -87%
SO
118
STRS Ohio
Ohio
$932K -$229K -4,400 -20%
MSL
119
Mackay Shields LLC
New York
$912K +$912K +17,500 New
BF
120
BOK Financial
Oklahoma
$872K -$45.4K -871 -5%
Connor, Clark & Lunn Investment Management (CC&L)
121
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$831K +$831K +15,942 New
Holocene Advisors
122
Holocene Advisors
New York
$809K -$1.27M -24,348 -61%
Osaic Holdings
123
Osaic Holdings
Arizona
$781K +$781K +14,936 New
Victory Capital Management
124
Victory Capital Management
Texas
$746K +$283K +5,425 +61%
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$736K +$14.5K +278 +2%