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Hamilton Lane
HLNE

169 hedge funds and large institutions have $3.02B invested in Hamilton Lane in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

17% more capital invested

Capital invested by funds: $2.58B → $3.02B (+$440M)

14% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 57

10% more funds holding

Funds holding: 154 → 169 (+15)

0.55% less ownership

Funds ownership: 94.48% → 93.93% (-0.55%)

Holders
169
Holders Change
+15
Holders Change %
+9.74%
% of All Funds
2.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
65
Reduced
57
Closed
15
Calls
$788K
Puts
–
Net Calls
+$788K
Net Calls Change
+$507K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$70.9M
2
WA
Wasatch Advisors
Utah
+$33M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$32.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$26.7M
5
Fidelity International
Fidelity International
Bermuda
+$23.3M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$75.9M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$48.8M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$20.6M
4
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$12.7M
5
Renaissance Technologies
Renaissance Technologies
New York
-$12.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$26.6M +$5.51M +65,192 +28%
Citadel Advisors
27
Citadel Advisors
Florida
$26M +$21.3M +251,970 +606%
Norges Bank
28
Norges Bank
Norway
$21.5M -$5.69M -67,319 -22%
Jennison Associates
29
Jennison Associates
New York
$20M -$6.72M -79,505 -26%
N
30
Nuveen
North Carolina
$19.6M -$204K -2,415 -1%
Charles Schwab
31
Charles Schwab
California
$19.4M +$479K +5,674 +3%
DDC
32
DF Dent & Co
Maryland
$18.8M +$1.4M +16,550 +8%
PI
33
Putnam Investments
Massachusetts
$17.5M -$12.7K -150 -0.1%
SAM
34
Silvercrest Asset Management
New York
$17.3M -$707K -8,366 -4%
Renaissance Technologies
35
Renaissance Technologies
New York
$17M -$12.4M -147,200 -43%
Marshall Wace
36
Marshall Wace
United Kingdom
$16.9M +$4.52M +53,558 +39%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$15.5M -$22.6K -268 -0.2%
KCM
38
Kornitzer Capital Management
Kansas
$15.2M – – –
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$13.5M -$483K -5,722 -4%
CCM
40
Copeland Capital Management
Pennsylvania
$12.8M +$12.2M +144,653 New
CS
41
Credit Suisse
Switzerland
$11.6M +$3.52M +41,722 +47%
SEI Investments
42
SEI Investments
Pennsylvania
$11.6M +$4.95M +58,607 +81%
MWNA
43
Marshall Wace North America
New York
$10.8M -$854K -10,111 -8%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$10.2M -$1.81M -21,408 -16%
JP Morgan Chase
45
JP Morgan Chase
New York
$8.29M +$3.69M +43,625 +87%
BNP Paribas Asset Management
46
BNP Paribas Asset Management
France
$7.84M +$41.4K +490 +0.6%
Creative Planning
47
Creative Planning
Kansas
$7.46M -$929K -11,000 -12%
EIP
48
Epoch Investment Partners
New York
$7.35M +$2.4M +28,362 +52%
TD Asset Management
49
TD Asset Management
Ontario, Canada
$7.35M +$2.4M +28,362 +52%
Wells Fargo
50
Wells Fargo
California
$7.16M -$529K -6,264 -7%
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HLNE Hedge Fund Activity: Q1 2021 in Review

169 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q1 2021, worth a combined $3.02B — up 17% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HLNE positions and 15 closed out — a net gain of 16 holders — while 65 added to existing stakes and 57 trimmed.

The largest buyer was Ameriprise, adding an estimated $70.9M. The largest seller was AllianceBernstein, cutting an estimated $75.9M.

  • 169 institutional investors held Hamilton Lane (HLNE) as of Q1 2021, up from 154 in Q4 2020.
  • Funds reported $3.02B of Hamilton Lane stock for Q1 2021, up 17% quarter-over-quarter.
  • 31 funds opened new Hamilton Lane positions in Q1 2021 and 15 closed out, a net change of +16 holders.
  • The largest Hamilton Lane buyer in Q1 2021 was Ameriprise, an estimated $70.9M added.
  • The largest Hamilton Lane seller in Q1 2021 was AllianceBernstein, an estimated $75.9M sold.

Based on aggregated 13F filings for Q1 2021.