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Houlihan Lokey

258 hedge funds and large institutions have $3B invested in Houlihan Lokey in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 116 increasing their positions, 83 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-16
Holders Change %
-5.84%
% of All Funds
5.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
35
Increased
116
Reduced
83
Closed
51
Calls
$431K
Puts
$880K
Net Calls
-$449K
Net Calls Change
+$291K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
126
Avior Wealth Management
Nebraska
$1.23M +$113K +1,912 +10%
CF
127
CNA Financial
Illinois
$1.21M +$140K +2,380 +13%
CC
128
Cannell & Co
New York
$1.19M +$1.19M +20,100 New
VOYA Investment Management
129
VOYA Investment Management
Georgia
$1.06M -$43.4K -735 -4%
ACI
130
AMP Capital Investors
Australia
$998K +$998K +17,199 New
BF
131
BOK Financial
Oklahoma
$983K -$24.3K -412 -2%
WT
132
Whittier Trust
California
$961K +$42.2K +715 +5%
AIP
133
Ameritas Investment Partners
Nebraska
$954K +$239K +4,050 +33%
ASRS
134
Arizona State Retirement System
Arizona
$880K +$287K +4,857 +48%
MLICM
135
Metropolitan Life Insurance Company (MetLife)
New York
$878K +$74.1K +1,255 +9%
AWM
136
AE Wealth Management
Kansas
$851K -$597K -10,113 -41%
TFA
137
Teamwork Financial Advisors
Texas
$842K -$598K -10,136 -42%
Prudential Financial
138
Prudential Financial
New Jersey
$841K -$159K -2,685 -16%
Fidelity International
139
Fidelity International
Bermuda
$838K -$5.22M -88,453 -86%
VI
140
Vestcor Inc
New Brunswick, Canada
$834K +$655K +11,087 +365%
DTL
141
Dynamic Technology Lab
Singapore
$747K -$1.01M -17,034 -57%
MAM
142
Martingale Asset Management
Massachusetts
$727K +$727K +12,300 New
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$710K +$503K +8,520 +243%
HSBC Holdings
144
HSBC Holdings
United Kingdom
$675K +$190K +3,225 +39%
MML Investors Services
145
MML Investors Services
Massachusetts
$672K +$60.1K +1,019 +10%
NA
146
NewEdge Advisors
Louisiana
$637K +$32.9K +557 +5%
DCM
147
Dean Capital Management
Kansas
$628K +$148K +2,499 +31%
SEI Investments
148
SEI Investments
Pennsylvania
$626K +$101K +1,708 +19%
GT
149
Glenmede Trust
Pennsylvania
$621K +$146K +2,471 +31%
GWM
150
Geneos Wealth Management
Colorado
$614K +$95.8K +1,700 +18%