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Bridgewater Associates’s Hamilton Lane HLNE Stock Holding History

Bridgewater Associates’s Portfolio HLNE Stock Details HLNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.02M Buy
10,234
+5,055
+98% +$621K ﹤0.01% 783
2025
Q4 		$696K Sell
5,179
-7,058
-58% -$888K ﹤0.01% 931
2025
Q3 		$1.65M Buy
+12,237
New +$1.85M 0.01% 770
2025
Q1 		– Sell
-5,285
Closed -$782K – 733
2024
Q4 		$782K Sell
5,285
-139
-3% -$24.8K ﹤0.01% 535
2024
Q3 		$913K Buy
5,424
+2,878
+113% +$417K 0.01% 614
2024
Q2 		$315K Buy
+2,546
New +$298K ﹤0.01% 815
2024
Q1 		– Sell
-12,594
Closed -$1.43M – 739
2023
Q4 		$1.43M Buy
12,594
+916
+8% +$86.6K 0.01% 581
2023
Q3 		$1.06M Buy
+11,678
New +$1.04M 0.01% 597

Other funds holding HLNE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return