Hamilton Lane
HLNE
217 hedge funds and large institutions have $2.24B invested in Hamilton Lane in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 77 reducing their positions, and 20 closing their positions.
85% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 20
9% more capital invested
Capital invested by funds: $2.06B → $2.24B (+$188M)
6% more funds holding
Funds holding: 205 → 217 (+12)
1.35% more ownership
Funds ownership: 92.49% → 93.84% (+1.3%)
4% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 77
38% less call options, than puts
Call options by funds: $339K | Put options by funds: $543K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$32.1M |
| 2 |
Millennium Management
New York
|
+$31.8M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$11.7M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$11.6M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$9.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$13.1M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$10.3M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$8.98M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$6.84M |
| 5 |
FAM
Fred Alger Management
New York
|
-$6.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PP
226
PDT Partners
New York
| – | -$277K | -4,639 | Closed |
|
|
BFM
227
Boothbay Fund Management
New York
| – | -$209K | -3,508 | Closed |
|
|
CWM
228
Castle Wealth Management
West Palm Beach,
Florida
| – | -$52K | -861 | Closed |
|
|
PHK
229
Point72 Hong Kong
Hong Kong
| – | -$35K | -592 | Closed |
|
230
CI Investments Inc
Toronto,
Ontario, Canada
| – | -$35K | -591 | Closed |
|
|
EIP
231
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | -$31K | -524 | Closed |
|
|
RTC
232
Riverview Trust Company
Vancouver,
Washington
| – | -$12K | -202 | Closed |
|
|
OIS
233
Okabena Investment Services
Minneapolis,
Minnesota
| – | -$6K | -100 | Closed |
|
|
CFFP
234
Center for Financial Planning
Southfied,
Michigan
| – | -$2K | -34 | Closed |
|
|
CTC
235
Central Trust Company
Jefferson City,
Missouri
| – | -$2K | -31 | Closed |
|
|
PAI
236
Pittenger & Anderson Inc
Lincoin,
Nebraska
| – | -$2K | -31 | Closed |
|
|
TPCW
237
TD Private Client Wealth
New York
| – | -$1.19K | -20 | Closed |
|
HLNE Hedge Fund Activity: Q4 2022 in Review
217 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q4 2022, worth a combined $2.24B — up 9.1% from $2.06B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new HLNE positions and 20 closed out — a net gain of 17 holders — while 80 added to existing stakes and 77 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $32.1M. The largest seller was Massachusetts Financial Services, cutting an estimated $13.1M.
- 217 institutional investors held Hamilton Lane (HLNE) as of Q4 2022, up from 205 in Q3 2022.
- Funds reported $2.24B of Hamilton Lane stock for Q4 2022, up 9.1% quarter-over-quarter.
- 37 funds opened new Hamilton Lane positions in Q4 2022 and 20 closed out, a net change of +17 holders.
- The largest Hamilton Lane buyer in Q4 2022 was Morgan Stanley, an estimated $32.1M added.
- The largest Hamilton Lane seller in Q4 2022 was Massachusetts Financial Services, an estimated $13.1M sold.
Based on aggregated 13F filings for Q4 2022.