HLI icon

Houlihan Lokey

159 hedge funds and large institutions have $1.26B invested in Houlihan Lokey in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
-7
Holders Change %
-4.22%
% of All Funds
3.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
59
Reduced
59
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$4K -$6.51K -174 -62%
PFBT
152
Parkside Financial Bank & Trust
Missouri
$4K
IA
153
IFP Advisors
Florida
$4K +$3.13K +83 +361%
MOS
154
MGO One Seven
Ohio
$4K +$4K +126 New
SWM
155
SeaCrest Wealth Management
New York
$3K -$7.04K -183 -70%
Schroder Investment Management Group
156
Schroder Investment Management Group
United Kingdom
$2.86K +$2.86K +77,700 New
HAM
157
Highstreet Asset Management
Ontario, Canada
$2K
PMFA
158
Plante Moran Financial Advisors
Michigan
$1K +$1K +35 New
Balyasny Asset Management
159
Balyasny Asset Management
Illinois
-$7.35M -163,477 Closed
OAM
160
Oxford Asset Management
United Kingdom
-$1.95M -42,964 Closed
Assenagon Asset Management
161
Assenagon Asset Management
Luxembourg
-$1.77M -39,382 Closed
Mackenzie Financial
162
Mackenzie Financial
Ontario, Canada
-$1.7M -37,757 Closed
BPM
163
Bowling Portfolio Management
Ohio
-$1.58M -35,168 Closed
SBIA
164
Sheaff Brock Investment Advisors
Indiana
-$909K -20,224 Closed
BCM
165
Bridgeway Capital Management
Texas
-$714K -15,900 Closed
GCP
166
GSA Capital Partners
United Kingdom
-$629K -14,009 Closed
FA
167
FDx Advisors
Illinois
-$519K -11,552 Closed
AW
168
Alpha Windward
Massachusetts
-$501K -11,160 Closed
CWM
169
Cornerstone Wealth Management
Missouri
-$276K -10,845 Closed
Ohio Public Employees Retirement System (OPERS)
170
Ohio Public Employees Retirement System (OPERS)
Ohio
-$410K -9,128 Closed
AIM
171
Assured Investment Management
New York
-$375K -8,340 Closed
NA
172
Navellier & Associates
Nevada
-$355K -7,903 Closed
OC
173
Oppenheimer & Co
New York
-$351K -7,801 Closed
TI
174
Trexquant Investment
Connecticut
-$304K -6,771 Closed
BRWA
175
B. Riley Wealth Advisors
Florida
-$297K -6,601 Closed