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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 %
Two Sigma Investments
176
Two Sigma Investments
New York
$356K -$2.85M -48,290 -89%
Public Employees Retirement Association of Colorado
177
Public Employees Retirement Association of Colorado
Colorado
$355K
II
178
Inspire Investing
Idaho
$351K +$110K +1,859 +46%
H
179
Hexavest
Quebec, Canada
$339K
Qube Research & Technologies (QRT)
180
Qube Research & Technologies (QRT)
United Kingdom
$336K -$647K -10,947 -66%
State of Wisconsin Investment Board
181
State of Wisconsin Investment Board
Wisconsin
$331K +$331K +5,600 New
BEI
182
Benjamin Edwards Inc
Missouri
$323K +$302K +5,109 +1,419%
GIM
183
Goelzer Investment Management
Indiana
$322K
CAAS
184
Capital Asset Advisory Services
Michigan
$317K -$4.83K -82 -2%
BSW
185
Buckingham Strategic Wealth
Missouri
$306K +$306K +5,183 New
RJFSA
186
Raymond James Financial Services Advisors
Florida
$304K +$5.26K +89 +2%
AWCI
187
Alpine Woods Capital Investors
New York
$302K +$302K +5,118 New
Comerica Bank
188
Comerica Bank
Texas
$299K +$58.9K +928 +25%
Zurich Cantonal Bank
189
Zurich Cantonal Bank
Switzerland
$293K
WA
190
Wealth Alliance
New York
$291K -$4.54K -77 -2%
Citigroup
191
Citigroup
New York
$281K -$1.71M -28,981 -86%
MAM
192
Meeder Asset Management
Ohio
$279K +$53.5K +906 +24%
PNC Financial Services Group
193
PNC Financial Services Group
Pennsylvania
$270K -$31.2K -529 -10%
BRWA
194
B. Riley Wealth Advisors
Florida
$270K +$4.3K +73 +2%
IMRF
195
Illinois Municipal Retirement Fund
Illinois
$266K +$266K +4,506 New
DA
196
Duality Advisers
Florida
$251K +$251K +4,250 New
APA
197
American Portfolios Advisors
New York
$248K +$53.4K +904 +27%
SFS
198
Sowell Financial Services
Arkansas
$247K +$50.9K +862 +26%
William Blair & Company
199
William Blair & Company
Illinois
$229K +$229K +3,875 New
New York State Teachers Retirement System (NYSTRS)
200
New York State Teachers Retirement System (NYSTRS)
New York
$224K +$224K +3,800 New