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Hamilton Lane

266 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, 100 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $4.25M | Put options by funds: $678K

100% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 27

11% more funds holding

Funds holding: 240266 (+26)

0% more capital invested

Capital invested by funds: $4.27B → $4.29B (+$17.3M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.21% less ownership

Funds ownership: 96.21%93.99% (-2.2%)

15% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 100

Holders
266
Holders Change
+26
Holders Change %
+10.83%
% 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
100
Closed
27
Calls
$4.25M
Puts
$678K
Net Calls
+$3.57M
Net Calls Change
-$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
251
Northwestern Mutual Wealth Management
Wisconsin
$2.37K -$1.92K -17 -45%
FFA
252
Farther Finance Advisors
California
$2.34K
LC
253
Lindbrook Capital
California
$1.8K
JWA
254
JFS Wealth Advisors
Pennsylvania
$1.58K
AFG
255
Albion Financial Group
Utah
$1.35K +$1.35K +12 New
VCM
256
Versant Capital Management
Arizona
$1.13K
AF
257
Advisornet Financial
Minnesota
$1.13K +$1.13K +10 New
GRP
258
Global Retirement Partners
California
$1.01K
PPC
259
Park Place Capital
Alabama
$1.01K +$1.02K +9 New
SIC
260
SJS Investment Consulting
Ohio
$677 -$113 -1 -14%
DPW
261
DiNuzzo Private Wealth
Pennsylvania
$677
MCM
262
Manchester Capital Management
Vermont
$677
EWA
263
EverSource Wealth Advisors
Alabama
$670 +$678 +6 New
RIL
264
Rothschild Investment LLC
Illinois
$564 +$565 +5 New
SAM
265
Smartleaf Asset Management
Massachusetts
$554 +$565 +5 New
FGAM
266
Financial Gravity Asset Management
Texas
$141 +$226 +2 New
AG
267
Algert Global
California
-$2.21M -19,434 Closed
BA
268
Bridgewater Associates
Connecticut
-$1.43M -12,594 Closed
DWA
269
Delap Wealth Advisory
Oregon
-$826K -7,282 Closed
VF
270
Virtu Financial
New York
-$703K -6,200 Closed
CRI
271
Colonial River Investments
Virginia
-$319K -2,809 Closed
PRC
272
Pearl River Capital
Michigan
-$289K -2,547 Closed
Schroder Investment Management Group
273
Schroder Investment Management Group
United Kingdom
-$281K -2,477 Closed
CC
274
Centiva Capital
New York
-$261K -2,301 Closed
Walleye Capital
275
Walleye Capital
New York
-$252K -2,223 Closed

HLNE Hedge Fund Activity: Q1 2024 in Review

266 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q1 2024, worth a combined $4.29B — up 0.4% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new HLNE positions and 27 closed out — a net gain of 27 holders — while 85 added to existing stakes and 100 trimmed.

The largest buyer was Millennium Management, adding an estimated $67.9M. The largest seller was Morgan Stanley, cutting an estimated $80.5M.

  • 266 institutional investors held Hamilton Lane (HLNE) as of Q1 2024, up from 240 in Q4 2023.
  • Funds reported $4.29B of Hamilton Lane stock for Q1 2024, up 0.4% quarter-over-quarter.
  • 54 funds opened new Hamilton Lane positions in Q1 2024 and 27 closed out, a net change of +27 holders.
  • The largest Hamilton Lane buyer in Q1 2024 was Millennium Management, an estimated $67.9M added.
  • The largest Hamilton Lane seller in Q1 2024 was Morgan Stanley, an estimated $80.5M sold.

Based on aggregated 13F filings for Q1 2024.