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Hamilton Lane

154 hedge funds and large institutions have $2.58B invested in Hamilton Lane in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 77 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 42

23% more capital invested

Capital invested by funds: $2.09B → $2.58B (+$488M)

1.89% more ownership

Funds ownership: 92.59%94.48% (+1.9%)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

1% less funds holding

Funds holding: 155154 (-1)

Holders
154
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
2.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
77
Reduced
42
Closed
20
Calls
$281K
Puts
Net Calls
+$281K
Net Calls Change
+$281K
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$24.2M +$1.31M +18,119 +6%
Jennison Associates
27
Jennison Associates
New York
$23.8M +$4.17M +57,483 +23%
ACM
28
Atlanta Capital Management
Georgia
$20.7M -$1.11M -15,300 -5%
Westfield Capital Management
29
Westfield Capital Management
Massachusetts
$20.6M -$6.44M -88,869 -25%
Bank of America
30
Bank of America
North Carolina
$18.4M +$883K +12,191 +5%
N
31
Nuveen
North Carolina
$17.4M +$543K +7,492 +3%
Charles Schwab
32
Charles Schwab
California
$16.7M +$468K +6,458 +3%
SAM
33
Silvercrest Asset Management
New York
$15.9M +$190K +2,618 +1%
PI
34
Putnam Investments
Massachusetts
$15.5M -$83.8K -1,156 -0.6%
DDC
35
DF Dent & Co
Maryland
$15.3M +$1.28M +17,692 +10%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$13.6M +$1.75M +24,121 +16%
KCM
37
Kornitzer Capital Management
Kansas
$13.4M -$133K -1,840 -1%
TGHSA
38
TPG Group Holdings (SBS) Advisors
Texas
$12.7M -$18.4M -253,486 -61%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$12.4M +$140K +1,925 +1%
Marshall Wace
40
Marshall Wace
United Kingdom
$10.7M -$1.92M -26,503 -16%
State of Wisconsin Investment Board
41
State of Wisconsin Investment Board
Wisconsin
$10.7M -$72.5K -1,000 -0.7%
MWNA
42
Marshall Wace North America
New York
$10.3M -$2.64M -36,441 -22%
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$8.04M -$3.04M -41,953 -29%
Creative Planning
44
Creative Planning
Kansas
$7.43M -$1.56M -21,465 -18%
CS
45
Credit Suisse
Switzerland
$6.94M +$4.85M +66,904 +303%
BNP Paribas Asset Management
46
BNP Paribas Asset Management
France
$6.87M +$968K +13,360 +18%
Wells Fargo
47
Wells Fargo
California
$6.8M +$1.2M +16,601 +24%
American Century Companies
48
American Century Companies
Missouri
$6.71M -$18.9M -261,240 -75%
AI
49
Axiom Investors
Connecticut
$6.43M +$59.6K +822 +1%
Man Group
50
Man Group
United Kingdom
$6.08M +$14.1K +194 +0.2%

HLNE Hedge Fund Activity: Q4 2020 in Review

154 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q4 2020, worth a combined $2.58B — up 23% from $2.09B a quarter earlier.

Fund positioning in HLNE was balanced in Q4 2020: 20 funds opened new positions, 20 closed out, 77 added to existing stakes and 42 trimmed.

The largest buyer was ClearBridge Investments, opening a new position worth an estimated $45.1M. The largest seller was American Century Companies, cutting an estimated $18.9M.

  • 154 institutional investors held Hamilton Lane (HLNE) as of Q4 2020, down from 155 in Q3 2020.
  • Funds reported $2.58B of Hamilton Lane stock for Q4 2020, up 23% quarter-over-quarter.
  • 20 funds opened new Hamilton Lane positions in Q4 2020 and 20 closed out, a net change of 0 holders.
  • The largest Hamilton Lane buyer in Q4 2020 was ClearBridge Investments, an estimated $45.1M added.
  • The largest Hamilton Lane seller in Q4 2020 was American Century Companies, an estimated $18.9M sold.

Based on aggregated 13F filings for Q4 2020.