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Hamilton Lane

264 hedge funds and large institutions have $4.29B invested in Hamilton Lane in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 85 increasing their positions, 99 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+26
Holders Change %
+10.92%
% of All Funds
3.83%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
54
Increased
85
Reduced
99
Closed
27
Calls
$4.25M
Puts
$678K
Net Calls
+$3.57M
Net Calls Change
-$4.57M
Name Holding Trade Value Shares
Change
Shares
Change %
LC
251
Lindbrook Capital
California
$1.8K
JWA
252
JFS Wealth Advisors
Pennsylvania
$1.58K
AFG
253
Albion Financial Group
Utah
$1.35K +$1.35K +12 New
VCM
254
Versant Capital Management
Arizona
$1.13K
AF
255
Advisornet Financial
Minnesota
$1.13K +$1.13K +10 New
GRP
256
Global Retirement Partners
California
$1.02K
PPC
257
Park Place Capital
Alabama
$1.02K +$1.02K +9 New
SIC
258
SJS Investment Consulting
Ohio
$677 -$113 -1 -14%
DPW
259
DiNuzzo Private Wealth
Pennsylvania
$677
MCM
260
Manchester Capital Management
Vermont
$677
EWA
261
EverSource Wealth Advisors
Alabama
$670 +$670 +6 New
RIL
262
Rothschild Investment LLC
Illinois
$564 +$564 +5 New
SAM
263
Smartleaf Asset Management
Massachusetts
$554 +$554 +5 New
FGAM
264
Financial Gravity Asset Management
Texas
$141 +$141 +2 New
AG
265
Algert Global
California
-$2.21M -19,434 Closed
BA
266
Bridgewater Associates
Connecticut
-$1.43M -12,594 Closed
DWA
267
Delap Wealth Advisory
Oregon
-$826K -7,282 Closed
VF
268
Virtu Financial
New York
-$703K -6,200 Closed
CRI
269
Colonial River Investments
Virginia
-$319K -2,809 Closed
PRC
270
Pearl River Capital
Michigan
-$289K -2,547 Closed
Schroder Investment Management Group
271
Schroder Investment Management Group
United Kingdom
-$281K -2,477 Closed
CC
272
Centiva Capital
New York
-$261K -2,301 Closed
Walleye Capital
273
Walleye Capital
New York
-$252K -2,223 Closed
MAM
274
Martingale Asset Management
Massachusetts
-$239K -2,105 Closed
CSPIA
275
Cary Street Partners Investment Advisory
Virginia
-$222K -1,956 Closed