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Hamilton Lane
HLNE

85 hedge funds and large institutions have $489M invested in Hamilton Lane in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

38% more capital invested

Capital invested by funds: $355M → $489M (+$133M)

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

27% more funds holding

Funds holding: 67 → 85 (+18)

2.9% more ownership

Funds ownership: 68.69% → 71.59% (+2.9%)

Holders
85
Holders Change
+18
Holders Change %
+26.87%
% of All Funds
1.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
29
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
+$20.6M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$16.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.18M
4
Renaissance Technologies
Renaissance Technologies
New York
+$4.97M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$4.17M

Top Sellers

Rank Fund Capital Flow
1
PI
Putnam Investments
Massachusetts
-$16M
2
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$10M
3
TCM
TimesSquare Capital Management
New York
-$9.21M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$8.59M
5
Millennium Management
Millennium Management
New York
-$6.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$4.18M +$1.14M +37,101 +46%
SIM
27
Spark Investment Management
New York
$4.02M +$3.51M +113,700 New
Millennium Management
28
Millennium Management
New York
$4.02M -$6.83M -221,526 -66%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$2.66M +$781K +25,342 +51%
Ameriprise
30
Ameriprise
Minnesota
$2.59M +$163K +5,274 +8%
Fuller & Thaler Asset Management
31
Fuller & Thaler Asset Management
California
$2.52M +$2.2M +71,200 New
Charles Schwab
32
Charles Schwab
California
$2.31M +$322K +10,436 +19%
Deutsche Bank
33
Deutsche Bank
Germany
$2.31M -$1.19M -38,604 -37%
ZIM
34
Zacks Investment Management
Illinois
$2.18M +$1.9M +61,604 New
Ohio Public Employees Retirement System (OPERS)
35
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.14M -$141K -4,584 -7%
First Trust Advisors
36
First Trust Advisors
Illinois
$2.04M +$1.45M +46,946 +441%
TCGI
37
Three Corner Global Investors
New York
$1.85M -$6.16M -199,700 -79%
AP
38
AHL Partners
United Kingdom
$1.63M +$1.42M +46,019 New
CIP
39
Convergence Investment Partners
Florida
$1.61M +$1.4M +45,484 New
PPA
40
Parametric Portfolio Associates
Washington
$1.53M +$339K +10,998 +34%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$1.52M -$411K -13,337 -23%
BIM
42
Bogle Investment Management
Massachusetts
$1.29M +$1.13M +36,506 New
Two Sigma Investments
43
Two Sigma Investments
New York
$1.28M -$733K -23,778 -40%
TCIM
44
TIAA CREF Investment Management
New York
$1.2M -$707K -22,935 -40%
Morgan Stanley
45
Morgan Stanley
New York
$1.15M +$344K +11,164 +52%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$970K +$268K +8,700 +47%
TA
47
Teachers Advisors
New York
$877K – – –
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$787K -$14.5K -471 -2%
Wells Fargo
49
Wells Fargo
California
$563K +$48.6K +1,578 +11%
DTL
50
Dynamic Technology Lab
Singapore
$504K +$439K +14,233 New
1
2
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HLNE Hedge Fund Activity: Q4 2017 in Review

85 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q4 2017, worth a combined $489M — up 38% from $355M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HLNE positions and 8 closed out — a net gain of 18 holders — while 29 added to existing stakes and 22 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $20.6M. The largest seller was Putnam Investments, cutting an estimated $16M.

  • 85 institutional investors held Hamilton Lane (HLNE) as of Q4 2017, up from 67 in Q3 2017.
  • Funds reported $489M of Hamilton Lane stock for Q4 2017, up 38% quarter-over-quarter.
  • 26 funds opened new Hamilton Lane positions in Q4 2017 and 8 closed out, a net change of +18 holders.
  • The largest Hamilton Lane buyer in Q4 2017 was Wasatch Advisors, an estimated $20.6M added.
  • The largest Hamilton Lane seller in Q4 2017 was Putnam Investments, an estimated $16M sold.

Based on aggregated 13F filings for Q4 2017.