Exploring Houlihan Lokey, Inc. (HLI) Investor Profile: Who’s Buying and Why?

Exploring Houlihan Lokey, Inc. (HLI) Investor Profile: Who’s Buying and Why?

US | Financial Services | Financial - Capital Markets | NYSE

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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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