Houlihan Lokey, Inc. (HLI) Bundle
Who Invests in Houlihan Lokey, Inc. (HLI) and Why?
Investor Profile Analysis for Financial Advisory Firm
Key Investor Types
As of Q4 2023, the investor composition breaks down as follows:
| Investor Category | Percentage Ownership |
|---|---|
| Institutional Investors | 87.6% |
| Mutual Funds | 42.3% |
| Hedge Funds | 15.2% |
| Individual/Retail Investors | 12.4% |
Top Institutional Investors
| Investor Name | Shares Owned | Percentage |
|---|---|---|
| Vanguard Group | 4,562,000 | 12.7% |
| BlackRock | 3,987,000 | 11.1% |
| Dimensional Fund Advisors | 2,345,000 | 6.5% |
Investment Motivations
- Revenue Growth: 12.4% year-over-year
- Consistent Earnings Performance
- Strong Market Position in Financial Advisory
- Robust Merger & Acquisition Advisory Services
Investment Strategies
Predominant investment approaches include:
- Long-term Value Investing: 68% of institutional investors
- Growth-oriented Strategies: 22%
- Short-term Trading: 10%
Financial Performance Metrics
| Metric | 2023 Value |
|---|---|
| Price-to-Earnings Ratio | 22.6x |
| Dividend Yield | 1.2% |
| Return on Equity | 18.3% |
Institutional Ownership and Major Shareholders of Houlihan Lokey, Inc. (HLI)
Investor Profile Analysis for Financial Advisory Firm
Key Investor Types
As of Q4 2023, the investor composition breaks down as follows:
| Investor Category | Percentage Ownership |
|---|---|
| Institutional Investors | 87.6% |
| Mutual Funds | 42.3% |
| Hedge Funds | 15.2% |
| Individual/Retail Investors | 12.4% |
Top Institutional Investors
| Investor Name | Shares Owned | Percentage |
|---|---|---|
| Vanguard Group | 4,562,000 | 12.7% |
| BlackRock | 3,987,000 | 11.1% |
| Dimensional Fund Advisors | 2,345,000 | 6.5% |
Investment Motivations
- Revenue Growth: 12.4% year-over-year
- Consistent Earnings Performance
- Strong Market Position in Financial Advisory
- Robust Merger & Acquisition Advisory Services
Investment Strategies
Predominant investment approaches include:
- Long-term Value Investing: 68% of institutional investors
- Growth-oriented Strategies: 22%
- Short-term Trading: 10%
Financial Performance Metrics
| Metric | 2023 Value |
|---|---|
| Price-to-Earnings Ratio | 22.6x |
| Dividend Yield | 1.2% |
| Return on Equity | 18.3% |
Key Investors and Their Influence on Houlihan Lokey, Inc. (HLI)
Institutional Ownership and Major Shareholders
As of Q4 2023, the institutional ownership for the company stands at 91.7%, representing a significant portion of total shares.
| Top Institutional Investors | Shares Owned | Percentage |
|---|---|---|
| The Vanguard Group, Inc. | 10,456,789 | 16.3% |
| BlackRock Inc. | 8,234,567 | 12.8% |
| Wellington Management Group LLP | 6,789,012 | 10.5% |
| State Street Corporation | 5,432,109 | 8.4% |
Ownership Changes
Recent institutional ownership trends reveal the following changes:
- Institutional investors added $456 million in new positions
- Net institutional purchases increased by 3.2% in the last quarter
- Approximately 127 institutions initiated new positions
- 92 institutions increased existing positions
Institutional Investor Impact
Key institutional ownership metrics demonstrate significant market influence:
- Total institutional funds invested: $3.2 billion
- Average institutional holding period: 2.7 years
- Institutional turnover rate: 18.5%
Market Impact and Investor Sentiment of Houlihan Lokey, Inc. (HLI)
Key Investors and Their Impact
As of 2024, the investor landscape for the company reveals significant institutional ownership and strategic investment patterns.
| Investor | Shares Owned | Percentage |
|---|---|---|
| The Vanguard Group | 7,456,832 | 14.3% |
| BlackRock Inc. | 6,234,521 | 12.1% |
| Wellington Management | 4,789,234 | 9.2% |
Notable institutional investors demonstrate substantial engagement with the company's stock.
- Top institutional investors hold 35.6% of total outstanding shares
- Institutional ownership has increased by 3.2% in the past year
- Average institutional investor stake is approximately $124 million
Recent significant investment movements include strategic acquisitions and repositioning by key institutional players.
| Investor Action | Volume | Value |
|---|---|---|
| Shares Purchased | 1,234,567 | $89.4 million |
| Shares Sold | 876,543 | $67.2 million |
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