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Hamilton Lane
HLNE

Overview Fund Activity

238 hedge funds and large institutions have $4.27B invested in Hamilton Lane in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 72 increasing their positions, 90 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+24
Holders Change %
+11.21%
% of All Funds
3.49%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
46
Increased
72
Reduced
90
Closed
16
Calls
$8.19M
Puts
$45K
Net Calls
+$8.15M
Net Calls Change
+$6.34M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$92.6M
2
Morgan Stanley
Morgan Stanley
New York
+$83.4M
3
EIP
Epoch Investment Partners
New York
+$47.2M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$36.8M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$32.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$101M
2
WA
Wasatch Advisors
Utah
-$15.9M
3
Principal Financial Group
Principal Financial Group
Iowa
-$13.9M
4
Polen Capital Management
Polen Capital Management
Florida
-$13.8M
5
TCM
TimesSquare Capital Management
New York
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
226
Lindbrook Capital
California
$1.82K -$681 -6 -27%
PA
227
Parallel Advisors
California
$1.7K -$9.08K -80 -84%
JFA
228
JNBA Financial Advisors
Minnesota
$1.7K – – –
JWA
229
JFS Wealth Advisors
Pennsylvania
$1.59K -$227 -2 -13%
VCM
230
Versant Capital Management
Arizona
$1.13K – – –
GC
231
Globeflex Capital
California
$1.13K +$1.13K +10 New
GRP
232
Global Retirement Partners
California
$1.02K +$1.02K +9 New
SIC
233
SJS Investment Consulting
Ohio
$795 – – –
MCM
234
Manchester Capital Management
Vermont
$681 – – –
DPW
235
DiNuzzo Private Wealth
Pennsylvania
$681 +$681 +6 New
HCP
236
Hexagon Capital Partners
Arkansas
$227 -$1.25K -11 -85%
FGAM
237
Financial Gravity Asset Management
Texas
$45 – – –
NIG
238
NFJ Investment Group
Texas
– -$6.47M -71,523 Closed
ECM
239
ExodusPoint Capital Management
New York
– -$2.35M -25,935 Closed
D.E. Shaw & Co
240
D.E. Shaw & Co
New York
– -$1.47M -16,265 Closed
QT
241
Quantbot Technologies
New York
– -$638K -7,058 Closed
SGI
242
Summit Global Investments
Utah
– -$384K -4,249 Closed
AA
243
AlphaMark Advisors
Kentucky
– -$278K -3,072 Closed
PTC
244
Petrus Trust Company
Texas
– -$264K -2,919 Closed
Point72 Asset Management
245
Point72 Asset Management
Connecticut
– -$172K -1,900 Closed
Allspring Global Investments
246
Allspring Global Investments
North Carolina
– -$131K -1,447 Closed
CSS
247
Cubist Systematic Strategies
Connecticut
– -$38.8K -429 Closed
SWM
248
Spire Wealth Management
Virginia
– -$22.6K -250 Closed
WTG
249
West Tower Group
Virginia
– -$4.25K -47 Closed
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
– -$2.26K -25 Closed
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