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Houlihan Lokey

168 hedge funds and large institutions have $1.76B invested in Houlihan Lokey in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+9
Holders Change %
+5.66%
% of All Funds
3.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
66
Reduced
52
Closed
23
Calls
$352K
Puts
$4M
Net Calls
-$3.65M
Net Calls Change
-$3.65M
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$19K -$11.8K -255 -38%
First Manhattan
152
First Manhattan
New York
$13K +$13K +300 New
SWM
153
SeaCrest Wealth Management
New York
$12K +$8.48K +188 +241%
RCAG
154
Rehmann Capital Advisory Group
Michigan
$11K +$1.06K +23 +11%
IFAM
155
Institutional & Family Asset Management
Colorado
$9K +$1.46K +33 +19%
FHA
156
Flagship Harbor Advisors
Massachusetts
$8K -$2.87K -70 -26%
CBT
157
Capital Bank & Trust
California
$6K +$6K +121 New
CAM
158
Cresset Asset Management
Illinois
$6K +$6K +130 New
PFBT
159
Parkside Financial Bank & Trust
Missouri
$5K
MNBTD
160
Moody National Bank Trust Division
Texas
$5K +$5K +116 New
PFO
161
Pathstone Family Office
New Jersey
$4K +$4K +79 New
HAM
162
Highstreet Asset Management
Ontario, Canada
$3K
CFGS
163
Concourse Financial Group Securities
Alabama
$3K +$3K +74 New
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$2K -$8.71K -122 -81%
WEC
165
Winslow Evans & Crocker
Massachusetts
$2K +$2K +36 New
LC
166
Lindbrook Capital
California
$2K +$2K +51 New
APA
167
American Portfolios Advisors
New York
$1.93K +$1.93K +42 New
ECA
168
Endeavour Capital Advisors
Connecticut
-$8.04M -218,402 Closed
FG
169
Formula Growth
Quebec, Canada
-$4.05M -110,000 Closed
American Century Companies
170
American Century Companies
Missouri
-$3.39M -92,133 Closed
IA
171
IndexIQ Advisors
New York
-$1.73M -47,119 Closed
AI
172
Atom Investors
Texas
-$1.44M -39,152 Closed
Man Group
173
Man Group
United Kingdom
-$1.24M -33,700 Closed
OSAM
174
O'Shaughnessy Asset Management
Connecticut
-$1.12M -30,394 Closed
WCM
175
Weld Capital Management
New York
-$1.06M -28,758 Closed