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Houlihan Lokey

187 hedge funds and large institutions have $2.16B invested in Houlihan Lokey in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 79 increasing their positions, 47 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
-7
Holders Change %
-3.61%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
31
Increased
79
Reduced
47
Closed
34
Calls
$4K
Puts
$9.29M
Net Calls
-$9.28M
Net Calls Change
-$3.48M
Name Holding Trade Value Shares
Change
Shares
Change %
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$115K
CFGS
152
Concourse Financial Group Securities
Alabama
$108K +$55.1K +1,126 +104%
LTFS
153
Ladenburg Thalmann Financial Services
Florida
$103K +$34.5K +701 +50%
RMC
154
Resources Management Corp
Connecticut
$93K
CWP
155
CFM Wealth Partners
Texas
$90K +$90K +1,732 New
SFS
156
Sowell Financial Services
Arkansas
$90K +$89.4K +1,830 +15,250%
PCG
157
Private Capital Group
Connecticut
$84K -$14.1K -289 -14%
MAM
158
Meeder Asset Management
Ohio
$61K
HNB
159
Huntington National Bank
Ohio
$49K +$49K +1,009 New
FBT
160
First Bank & Trust
South Dakota
$42K +$31.4K +637 +298%
SF
161
Synovus Financial
Georgia
$37K
FCA
162
FinTrust Capital Advisors
South Carolina
$35K
AssetMark Inc
163
AssetMark Inc
California
$35K +$9.12K +185 +35%
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$31K +$1.98K +40 +7%
Federated Hermes
165
Federated Hermes
Pennsylvania
$22K -$1.47K -30 -6%
FHA
166
First Horizon Advisors
Tennessee
$17K +$4.31K +91 +34%
First Manhattan
167
First Manhattan
New York
$14K
TPCW
168
TD Private Client Wealth
New York
$12.8K +$12.8K +262 New
IFAM
169
Institutional & Family Asset Management
Colorado
$10K
TPWA
170
TRUE Private Wealth Advisors
Oregon
$9K +$9K +200 New
FHA
171
Flagship Harbor Advisors
Massachusetts
$7K
IA
172
IFP Advisors
Florida
$6K
PA
173
Procyon Advisors
Connecticut
$6K +$6K +117 New
GRP
174
Global Retirement Partners
California
$5K +$5K +104 New
SPIA
175
Steward Partners Investment Advisory
New York
$4K