Institutional shares held 50.7 Million
20.7K calls
9.1K puts
Total value of holdings $9.39B
$3.83M calls
$1.68M puts
Market Cap $9.28B
49,663,900 Shares Out.
Institutional ownership 102.17%
# of Institutions 470


Latest Institutional Activity in HLI

Top Purchases

Q3 2024
Citadel Advisors LLC Shares Held: 264K ($49.3M)
Q3 2024
Fiera Capital Corp Shares Held: 284K ($53M)
Q3 2024
Lord, Abbett & Co. LLC Shares Held: 153K ($28.6M)
Q3 2024
Charles Schwab Investment Management Inc Shares Held: 601K ($112M)
Q3 2024
Eagle Asset Management Inc Shares Held: 693K ($130M)

Top Sells

Q3 2024
Millennium Management LLC Shares Held: 160K ($30M)
Q3 2024
Thrivent Financial For Lutherans Shares Held: 712K ($133M)
Q3 2024
Ameriprise Financial Inc Shares Held: 699K ($131M)
Q3 2024
Brown Advisory Inc Shares Held: 205K ($38.4M)
Q3 2024
Bamco Inc Shares Held: 1.14M ($214M)

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

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
122K Shares
From 12 Insiders
Grant, award, or other acquisition 5.25K shares
Conversion of derivative security 116K shares
Sell / Disposition
117K Shares
From 11 Insiders
Bona fide gift 37.7K shares
Open market or private sale 79.5K shares

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