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Hamilton Lane

201 hedge funds and large institutions have $2.93B invested in Hamilton Lane in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 91 increasing their positions, 63 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

35,871% more call options, than puts

Call options by funds: $2.52M | Put options by funds: $7K

44% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 63

10% more capital invested

Capital invested by funds: $2.67B → $2.93B (+$261M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.13% less ownership

Funds ownership: 95.1%94.98% (-0.13%)

4% less funds holding

Funds holding: 209201 (-8)

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

Holders
201
Holders Change
-8
Holders Change %
-3.83%
% of All Funds
3.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
91
Reduced
63
Closed
25
Calls
$2.52M
Puts
$7K
Net Calls
+$2.51M
Net Calls Change
+$2.49M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Advisornet Financial
Minnesota
-$222 -3 Closed

HLNE Hedge Fund Activity: Q2 2023 in Review

201 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q2 2023, worth a combined $2.93B — up 9.8% from $2.67B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of HLNE and 18 opened new positions — a net loss of 7 holders — while 63 trimmed existing stakes and 91 added.

The largest buyer was Epoch Investment Partners, adding an estimated $27M. The largest seller was Fred Alger Management, cutting an estimated $15.5M.

  • 201 institutional investors held Hamilton Lane (HLNE) as of Q2 2023, down from 209 in Q1 2023.
  • Funds reported $2.93B of Hamilton Lane stock for Q2 2023, up 9.8% quarter-over-quarter.
  • 18 funds opened new Hamilton Lane positions in Q2 2023 and 25 closed out, a net change of -7 holders.
  • The largest Hamilton Lane buyer in Q2 2023 was Epoch Investment Partners, an estimated $27M added.
  • The largest Hamilton Lane seller in Q2 2023 was Fred Alger Management, an estimated $15.5M sold.

Based on aggregated 13F filings for Q2 2023.