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Houlihan Lokey

228 hedge funds and large institutions have $2.45B invested in Houlihan Lokey in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 86 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+41
Holders Change %
+21.93%
% of All Funds
5.04%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
58
Increased
86
Reduced
57
Closed
14
Calls
$1.81M
Puts
$239K
Net Calls
+$1.57M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Shares
Change %
OSAM
201
O'Shaughnessy Asset Management
Connecticut
$16K +$16K +311 New
TPCW
202
TD Private Client Wealth
New York
$13.7K
IA
203
IFP Advisors
Florida
$13K +$7.35K +138 +130%
IFAM
204
Institutional & Family Asset Management
Colorado
$11K
AF
205
Allworth Financial
California
$10K +$10K +192 New
LSA
206
Lion Street Advisors
Texas
$9K +$9K +166 New
AIM
207
Artemis Investment Management
United Kingdom
$8.52K +$8.52K +163,415 New
FHA
208
Flagship Harbor Advisors
Massachusetts
$8K
FMII
209
Farmers & Merchants Investments Inc
Nebraska
$7K +$7K +136 New
PA
210
Procyon Advisors
Connecticut
$6K -$500 -9 -8%
HIM
211
Hillsdale Investment Management
Ontario, Canada
$6K +$6K +120 New
S
212
SignatureFD
Georgia
$5K -$181K -3,250 -97%
First Manhattan
213
First Manhattan
New York
$5K -$10K -200 -67%
GRP
214
Global Retirement Partners
California
$5K
SL
215
Savior LLC
Massachusetts
$4K
BAM
216
Bellevue Asset Management
Washington
$4K +$1.97K +35 +97%
CTC
217
Central Trust Company
Missouri
$4K +$4K +70 New
SWM
218
Selective Wealth Management
Virginia
$3K
LC
219
Lindbrook Capital
California
$3K
PA
220
Parallel Advisors
California
$3K +$3K +60 New
APA
221
American Portfolios Advisors
New York
$2.76K
Bank of Montreal
222
Bank of Montreal
Ontario, Canada
$2K -$3.19M -67,075 -100%
SPIA
223
Steward Partners Investment Advisory
New York
$2K -$2.04K -51 -50%
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$2K
BFC
225
Bedel Financial Consulting
Indiana
$1K