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Hamilton Lane
HLNE

Overview Fund Activity

185 hedge funds and large institutions have $3.06B invested in Hamilton Lane in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+18
Holders Change %
+10.78%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
83
Reduced
42
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$32M
2
Principal Financial Group
Principal Financial Group
Iowa
+$27.8M
3
CCM
Copeland Capital Management
Pennsylvania
+$24.1M
4
Capital International Investors
Capital International Investors
California
+$17.2M
5
ClearBridge Investments
ClearBridge Investments
New York
+$11.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$43.8M
2
Ameriprise
Ameriprise
Minnesota
-$40.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$30.6M
4
BlackRock
BlackRock
New York
-$24.3M
5
Goldman Sachs
Goldman Sachs
New York
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$28.4M +$27.8M +304,990 +4,455%
Bank of America
27
Bank of America
North Carolina
$28.2M +$792K +8,687 +3%
Aberdeen Group
28
Aberdeen Group
United Kingdom
$25.1M -$11.2M -122,274 -31%
Norges Bank
29
Norges Bank
Norway
$24.5M +$2.31M +25,337 +10%
Charles Schwab
30
Charles Schwab
California
$20.7M +$719K +7,888 +4%
DDC
31
DF Dent & Co
Maryland
$20.7M +$1.29M +14,207 +7%
Jennison Associates
32
Jennison Associates
New York
$19.9M -$603K -6,617 -3%
Wells Fargo
33
Wells Fargo
California
$18.7M +$11.4M +124,932 +155%
PI
34
Putnam Investments
Massachusetts
$18M -$23.3K -256 -0.1%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$17.8M -$2.39M -26,260 -12%
Capital International Investors
36
Capital International Investors
California
$17.2M +$17.2M +188,760 New
Bank of New York Mellon
37
Bank of New York Mellon
New York
$17M +$1.09M +11,951 +7%
SAM
38
Silvercrest Asset Management
New York
$16M -$1.8M -19,718 -10%
KCM
39
Kornitzer Capital Management
Kansas
$15.8M +$128K +1,400 +0.8%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$14.2M +$229K +2,514 +2%
CS
41
Credit Suisse
Switzerland
$14M +$2.13M +23,396 +18%
Renaissance Technologies
42
Renaissance Technologies
New York
$13.6M -$3.89M -42,683 -22%
SEI Investments
43
SEI Investments
Pennsylvania
$12.6M +$700K +7,680 +6%
Marshall Wace
44
Marshall Wace
United Kingdom
$11.9M -$5.55M -60,860 -32%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$11.1M +$2.52M +27,651 +30%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$10.5M +$9.09M +99,789 +649%
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$9.81M -$702K -7,700 -7%
Morgan Stanley
48
Morgan Stanley
New York
$9.77M +$4.95M +54,276 +102%
BNP Paribas Asset Management
49
BNP Paribas Asset Management
France
$8.34M +$272K +2,990 +3%
Creative Planning
50
Creative Planning
Kansas
$7.68M – – –
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