Institutional shares held 51.4 Million
36.5K calls
1K puts
Total value of holdings $6.89B
$4.89M calls
$134K puts
Market Cap $6.66B
49,663,900 Shares Out.
Institutional ownership 103.42%
# of Institutions 416


Latest Institutional Activity in HLI

Top Purchases

Q1 2024
Wellington Management Group LLP Shares Held: 2.01M ($270M)
Q1 2024
Neuberger Berman Group LLC Shares Held: 1M ($135M)
Q1 2024
Eagle Asset Management Inc Shares Held: 455K ($60.9M)
Q1 2024
Kayne Anderson Rudnick Investment Management LLC Shares Held: 3.05M ($409M)
Q1 2024
Jennison Associates LLC Shares Held: 347K ($46.6M)

Top Sells

Q1 2024
Black Rock Inc. Shares Held: 4.98M ($667M)
Q1 2024
Ameriprise Financial Inc Shares Held: 906K ($122M)
Q1 2024
Burgundy Asset Management Ltd. Shares Held: 1.5M ($201M)
Q1 2024
Alliancebernstein L.P. Shares Held: 666K ($89.4M)
Q1 2024
Clearbridge Investments, LLC Shares Held: 946K ($127M)

About HLI

Houlihan Lokey, Inc., an investment banking company, provides merger and acquisition (M&A), capital market, financial restructuring, and financial and valuation advisory services worldwide. It operates in three segments: Corporate Finance, Financial Restructuring, and Financial and Valuation Advisory. The Corporate Finance segment offers general financial advisory services; and advises public and private institutions on buy-side and sell-side transactions, leveraged loans, private mezzanine debt, high-yield debt, initial public offerings, follow-ons, convertibles, equity private placements, private equity, and liability management transactions, as well as advise financial sponsors on various transactions. The Financial Restructuring segment advises debtors, creditors, and other parties-in-interest related to recapitalization/deleveraging transactions. It also provides a range of advisory services, including structuring, negotiation, and confirmation of plans of reorganization; structuring and analysis of exchange offers; corporate viability assessment; dispute resolution and expert testimony; and procuring debtor-in-possession financing. The Financial and Valuation Advisory segment offers valuations of various assets, such as companies, illiquid debt and equity securities, and intellectual property. It also provides fairness opinions in connection with M&A and other transactions, and solvency opinions in connection with corporate spin-offs and dividend recapitalizations; and other types of financial opinions. In addition, this segment offers dispute resolution services. It serves corporations, institutions, and governments. The company was incorporated in 1972 and is headquartered in Los Angeles, California with offices in the United States, Europe, the Middle East, and the Asia-Pacific region.


Insider Transactions at HLI

Insider Transaction List

View all
Date Insider Transaction Ownership Type Shares Traded Value / Price
View All Transactions

Last 12 Months Summary

Buy / Acquisition
71.6K Shares
From 10 Insiders
Grant, award, or other acquisition 6.61K shares
Conversion of derivative security 65K shares
Sell / Disposition
65K Shares
From 5 Insiders
Open market or private sale 50K shares
Bona fide gift 15K shares

Track Institutional and Insider Activities on HLI

Follow HOULIHAN LOKEY, INC. and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells HLI shares.

Notify only if

Insider Trading

Get notified when an Houlihan Lokey, Inc. insider buys or sells HLI shares.

Notify only if

News

Receive news related to HOULIHAN LOKEY, INC.

Track Activities on HLI