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Hamilton Lane
HLNE

106 hedge funds and large institutions have $1.35B invested in Hamilton Lane in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 29 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 29

34% more capital invested

Capital invested by funds: $1.01B → $1.35B (+$345M)

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

1.99% more ownership

Funds ownership: 84.49% → 86.48% (+2%)

1% more funds holding

Funds holding: 105 → 106 (+1)

Holders
106
Holders Change
+1
Holders Change %
+0.95%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
49
Reduced
29
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$34.2M
2
FAM
Fred Alger Management
New York
+$24.5M
3
BlackRock
BlackRock
New York
+$14.9M
4
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
+$10.9M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$10.5M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$36.9M
2
TCM
TimesSquare Capital Management
New York
-$18.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$12.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$11.7M
5
Ameriprise
Ameriprise
Minnesota
-$9.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lord, Abbett & Co
26
Lord, Abbett & Co
New Jersey
$11.5M +$10.1M +201,326 New
Ameriprise
27
Ameriprise
Minnesota
$9.89M -$9.54M -189,878 -52%
Bank of America
28
Bank of America
North Carolina
$8.81M +$2.28M +45,436 +42%
American Century Companies
29
American Century Companies
Missouri
$8.73M +$1.07M +21,319 +16%
Fuller & Thaler Asset Management
30
Fuller & Thaler Asset Management
California
$8.54M -$67.7K -1,347 -0.9%
DDC
31
DF Dent & Co
Maryland
$8.36M +$831K +16,540 +13%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$7.8M +$1.64M +32,630 +31%
Charles Schwab
33
Charles Schwab
California
$6.44M +$497K +9,890 +10%
State of Wisconsin Investment Board
34
State of Wisconsin Investment Board
Wisconsin
$5.54M +$1.99M +39,559 +69%
N
35
Nuveen
North Carolina
$4.71M +$4.14M +82,451 New
GPGA
36
Grandeur Peak Global Advisors
Utah
$4.31M – – –
RA
37
Royce & Associates
New York
$3.78M -$176K -3,500 -5%
First Trust Advisors
38
First Trust Advisors
Illinois
$3.69M +$1.75M +34,917 +117%
ZIM
39
Zacks Investment Management
Illinois
$3.11M -$201K -4,005 -7%
SEI Investments
40
SEI Investments
Pennsylvania
$3.01M +$61.4K +1,223 +2%
AI
41
Axiom Investors
Connecticut
$2.74M +$2.41M +47,944 New
Two Sigma Advisers
42
Two Sigma Advisers
New York
$2.48M -$110K -2,200 -5%
Swiss National Bank
43
Swiss National Bank
Switzerland
$2.03M +$1.79M +35,600 New
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$1.92M +$402K +7,995 +31%
PPA
45
Parametric Portfolio Associates
Washington
$1.85M +$671K +13,356 +70%
Wells Fargo
46
Wells Fargo
California
$1.73M -$72.6K -1,446 -5%
Citigroup
47
Citigroup
New York
$1.72M +$1.19M +23,678 +363%
Morgan Stanley
48
Morgan Stanley
New York
$1.71M +$1M +19,962 +201%
BBHC
49
Brown Brothers Harriman & Co
New York
$1.61M +$1.42M +28,312 New
EI
50
EAM Investors
California
$1.61M +$1.42M +28,187 New
1
2
3 4 5

HLNE Hedge Fund Activity: Q2 2019 in Review

106 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q2 2019, worth a combined $1.35B — up 34% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HLNE positions and 19 closed out — a net gain of 4 holders — while 49 added to existing stakes and 29 trimmed.

The largest buyer was Invesco, adding an estimated $34.2M. The largest seller was JP Morgan Chase, cutting an estimated $36.9M.

  • 106 institutional investors held Hamilton Lane (HLNE) as of Q2 2019, up from 105 in Q1 2019.
  • Funds reported $1.35B of Hamilton Lane stock for Q2 2019, up 34% quarter-over-quarter.
  • 23 funds opened new Hamilton Lane positions in Q2 2019 and 19 closed out, a net change of +4 holders.
  • The largest Hamilton Lane buyer in Q2 2019 was Invesco, an estimated $34.2M added.
  • The largest Hamilton Lane seller in Q2 2019 was JP Morgan Chase, an estimated $36.9M sold.

Based on aggregated 13F filings for Q2 2019.