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Houlihan Lokey

276 hedge funds and large institutions have $3.47B invested in Houlihan Lokey in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 113 increasing their positions, 92 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
-13
Holders Change %
-4.5%
% of All Funds
4.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
35
Increased
113
Reduced
92
Closed
45
Calls
$2.43M
Puts
$1.18M
Net Calls
+$1.25M
Net Calls Change
-$2.74M
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
201
Weld Capital Management
New York
$292K +$292K +4,388 New
Canada Life
202
Canada Life
Manitoba, Canada
$290K +$27.7K +419 +11%
CIP
203
Convergence Investment Partners
Florida
$290K +$290K +4,360 New
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$288K +$18.6K +280 +7%
APA
205
American Portfolios Advisors
New York
$283K +$16.8K +253 +6%
BEI
206
Benjamin Edwards Inc
Missouri
$280K -$41.9K -631 -13%
EGM
207
Engineers Gate Manager
New York
$274K -$614K -9,226 -69%
SAM
208
Sawgrass Asset Management
Florida
$267K -$164K -2,474 -38%
ASN
209
Advisory Services Network
Georgia
$267K +$7.83K +118 +3%
PRC
210
Pearl River Capital
Michigan
$263K -$108K -1,628 -29%
XT
211
XTX Topco
Cayman Islands
$259K +$259K +3,901 New
SFS
212
Sowell Financial Services
Arkansas
$254K -$38.9K -580 -13%
PAM
213
Panagora Asset Management
Massachusetts
$248K
Comerica Bank
214
Comerica Bank
Texas
$241K +$241K +3,455 New
Qube Research & Technologies (QRT)
215
Qube Research & Technologies (QRT)
United Kingdom
$239K -$654K -9,843 -73%
American Century Companies
216
American Century Companies
Missouri
$227K +$227K +3,413 New
VAS
217
Vestmark Advisory Solutions
Massachusetts
$225K +$14.2K +213 +7%
FB
218
Fulton Bank
Pennsylvania
$203K +$203K +3,057 New
FBT
219
First Bank & Trust
South Dakota
$174K +$36.1K +543 +26%
CFGS
220
Concourse Financial Group Securities
Alabama
$169K -$6.4K -96 -4%
CAPTRUST Financial Advisors
221
CAPTRUST Financial Advisors
North Carolina
$168K +$12.8K +192 +8%
QT
222
Quantbot Technologies
New York
$163K +$163K +2,459 New
HIIFS
223
Harel Insurance Investments & Financial Services
Israel
$151K +$151K +680 New
HIA
224
Harbor Investment Advisory
Maryland
$99K
HNB
225
Huntington National Bank
Ohio
$96K -$6.92K -104 -7%