Hamilton Lane
HLNE
240 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.
18,100% more call options, than puts
Call options by funds: $8.19M | Put options by funds: $45K
188% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 16
33% more capital invested
Capital invested by funds: $3.21B → $4.27B (+$1.05B)
11% more funds holding
Funds holding: 216 → 240 (+24)
4.25% more ownership
Funds ownership: 91.96% → 96.21% (+4.2%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
20% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 90
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$77.2M |
| 2 |
Morgan Stanley
New York
|
+$69.5M |
| 3 |
EIP
Epoch Investment Partners
New York
|
+$39.4M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$30.7M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$84.2M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$13.2M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$11.6M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$10.2M |
| 5 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
-$9.01M |
HLNE Hedge Fund Activity: Q4 2023 in Review
240 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q4 2023, worth a combined $4.27B — up 33% from $3.21B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new HLNE positions and 16 closed out — a net gain of 30 holders — while 72 added to existing stakes and 90 trimmed.
The largest buyer was TD Asset Management, adding an estimated $77.2M. The largest seller was Wellington Management Group, cutting an estimated $84.2M.
- 240 institutional investors held Hamilton Lane (HLNE) as of Q4 2023, up from 216 in Q3 2023.
- Funds reported $4.27B of Hamilton Lane stock for Q4 2023, up 33% quarter-over-quarter.
- 46 funds opened new Hamilton Lane positions in Q4 2023 and 16 closed out, a net change of +30 holders.
- The largest Hamilton Lane buyer in Q4 2023 was TD Asset Management, an estimated $77.2M added.
- The largest Hamilton Lane seller in Q4 2023 was Wellington Management Group, an estimated $84.2M sold.
Based on aggregated 13F filings for Q4 2023.