HLI icon

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 %
State Board of Administration of Florida Retirement System
151
State Board of Administration of Florida Retirement System
Florida
$613K
Tudor Investment Corp
152
Tudor Investment Corp
Connecticut
$613K +$613K +10,374 New
Victory Capital Management
153
Victory Capital Management
Texas
$599K -$22.8K -387 -4%
CSS
154
Cubist Systematic Strategies
Connecticut
$592K -$3.96M -67,101 -87%
SGI
155
Summit Global Investments
Utah
$573K +$11.8K +200 +2%
COI
156
Connable Office Inc
Michigan
$567K +$11.4K +193 +2%
LPL Financial
157
LPL Financial
California
$560K +$22.8K +386 +4%
VFA
158
Voya Financial Advisors
Connecticut
$512K -$98.7K -1,702 -16%
P
159
Pitcairn
Pennsylvania
$507K +$139K +2,354 +38%
Lido Advisors
160
Lido Advisors
California
$497K +$497K +8,417 New
AG
161
Aperio Group
California
$493K +$121K +2,052 +33%
Holocene Advisors
162
Holocene Advisors
New York
$490K +$250K +4,245 +105%
BCM
163
Brookstone Capital Management
Illinois
$480K -$34.1K -577 -7%
CB
164
Commerce Bank
Missouri
$476K -$20.5K -347 -4%
MWM
165
Mission Wealth Management
California
$472K +$472K +8,000 New
AB
166
Amalgamated Bank
New York
$470K +$51.8K +878 +12%
Principal Financial Group
167
Principal Financial Group
Iowa
$456K +$24.4K +414 +6%
SAM
168
Sawgrass Asset Management
Florida
$438K -$84.2K -1,425 -16%
Handelsbanken Fonder
169
Handelsbanken Fonder
Sweden
$434K
IIC
170
Integrated Investment Consultants
Michigan
$419K +$162K +2,744 +63%
Mirae Asset Global Investments
171
Mirae Asset Global Investments
South Korea
$408K +$408K +6,914 New
WTC
172
WhitTier Trust Company
Nevada
$392K +$23.6K +400 +6%
IB
173
Intrust Bank
Kansas
$386K -$9.67K -164 -2%
ProShare Advisors
174
ProShare Advisors
Maryland
$370K +$15.1K +256 +4%
Susquehanna International Group
175
Susquehanna International Group
Pennsylvania
$367K -$360K -6,096 -50%