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Hamilton Lane
HLNE

113 hedge funds and large institutions have $1.56B invested in Hamilton Lane in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 56 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 39

4% more capital invested

Capital invested by funds: $1.5B → $1.56B (+$62.3M)

0.39% less ownership

Funds ownership: 88.01% → 87.62% (-0.39%)

7% less funds holding

Funds holding: 122 → 113 (-9)

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

Holders
113
Holders Change
-9
Holders Change %
-7.38%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
56
Reduced
39
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$28.3M
2
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
+$16.5M
3
WA
Wasatch Advisors
Utah
+$10.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$8.24M
5
FAM
Fred Alger Management
New York
+$7.63M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$39.1M
2
Brown Advisory
Brown Advisory
Maryland
-$10.7M
3
ECM
Element Capital Management
New York
-$8.24M
4
Ameriprise
Ameriprise
Minnesota
-$8.11M
5
LCM
Laurion Capital Management
New York
-$7.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lord, Abbett & Co
26
Lord, Abbett & Co
New Jersey
$13.3M -$3.42M -59,298 -21%
PI
27
Putnam Investments
Massachusetts
$12.6M +$5.77K +100 +0%
KCM
28
Kornitzer Capital Management
Kansas
$12.4M -$1.56M -27,026 -11%
CCI
29
Columbus Circle Investors
$11.1M -$7.19M -124,437 -40%
American Century Companies
30
American Century Companies
Missouri
$10.8M +$971K +16,820 +10%
Charles Schwab
31
Charles Schwab
California
$9.69M -$77.6K -1,344 -0.8%
DDC
32
DF Dent & Co
Maryland
$9M +$138K +2,390 +2%
Bank of America
33
Bank of America
North Carolina
$8.36M +$213K +3,684 +3%
Fuller & Thaler Asset Management
34
Fuller & Thaler Asset Management
California
$7.61M -$1.3M -22,488 -15%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$7.51M -$688K -11,917 -9%
State of Wisconsin Investment Board
36
State of Wisconsin Investment Board
Wisconsin
$5.79M – – –
N
37
Nuveen
North Carolina
$4.93M -$159K -2,750 -3%
First Trust Advisors
38
First Trust Advisors
Illinois
$4.69M -$633K -10,960 -12%
DCM
39
Driehaus Capital Management
Illinois
$4.19M -$745K -12,906 -16%
AI
40
Axiom Investors
Connecticut
$4.07M +$290K +5,015 +8%
Morgan Stanley
41
Morgan Stanley
New York
$3.53M +$961K +16,637 +39%
SEI Investments
42
SEI Investments
Pennsylvania
$3.36M +$732K +12,673 +29%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$3.22M +$1.26M +21,804 +68%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$3.09M -$519K -8,984 -15%
Wells Fargo
45
Wells Fargo
California
$2.55M +$549K +9,501 +28%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$2.52M +$613K +10,625 +34%
GPGA
47
Grandeur Peak Global Advisors
Utah
$2.4M – – –
Two Sigma Advisers
48
Two Sigma Advisers
New York
$2.32M -$121K -2,100 -5%
Swiss National Bank
49
Swiss National Bank
Switzerland
$2.19M +$46.2K +800 +2%
Barclays
50
Barclays
United Kingdom
$2.08M +$174K +3,011 +9%
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HLNE Hedge Fund Activity: Q4 2019 in Review

113 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q4 2019, worth a combined $1.56B — up 4.2% from $1.5B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of HLNE and 9 opened new positions — a net loss of 7 holders — while 39 trimmed existing stakes and 56 added.

The largest buyer was Neuberger Berman Group, adding an estimated $28.3M. The largest seller was Goldman Sachs, cutting an estimated $39.1M.

  • 113 institutional investors held Hamilton Lane (HLNE) as of Q4 2019, down from 122 in Q3 2019.
  • Funds reported $1.56B of Hamilton Lane stock for Q4 2019, up 4.2% quarter-over-quarter.
  • 9 funds opened new Hamilton Lane positions in Q4 2019 and 16 closed out, a net change of -7 holders.
  • The largest Hamilton Lane buyer in Q4 2019 was Neuberger Berman Group, an estimated $28.3M added.
  • The largest Hamilton Lane seller in Q4 2019 was Goldman Sachs, an estimated $39.1M sold.

Based on aggregated 13F filings for Q4 2019.