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Hamilton Lane
HLNE

Overview Fund Activity

199 hedge funds and large institutions have $2.93B invested in Hamilton Lane in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 91 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-8
Holders Change %
-3.86%
% of All Funds
3.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
91
Reduced
62
Closed
25
Calls
$2.52M
Puts
$7K
Net Calls
+$2.51M
Net Calls Change
+$2.49M

Top Buyers

1
EIP
Epoch Investment Partners
New York
$31.4M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$27.1M
3
BlackRock
BlackRock
New York
$248M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$29.9M
5
Invesco
Invesco
Georgia
$105M

Top Sellers

1
FAM
Fred Alger Management
New York
$61.9M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$26.9M
3
WA
Wasatch Advisors
Utah
$282M
4
Millennium Management
Millennium Management
New York
$16.3M
5
Deutsche Bank
Deutsche Bank
Germany
$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$28M -$4.84M -60,504 -15%
TD Asset Management
27
TD Asset Management
Ontario, Canada
$27.1M +$27.1M +338,462 New
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$26.9M -$15.9M -199,075 -37%
Citadel Advisors
29
Citadel Advisors
Florida
$26.2M -$3.26M -40,734 -11%
DDC
30
DF Dent & Co
Maryland
$23.7M -$37.5K -469 -0.2%
Charles Schwab
31
Charles Schwab
California
$21.8M +$544K +6,807 +3%
Wells Fargo
32
Wells Fargo
California
$19.7M -$1.93M -24,131 -9%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$18.4M +$390K +4,878 +2%
SEI Investments
34
SEI Investments
Pennsylvania
$16.7M -$311K -3,893 -2%
RJA
35
Raymond James & Associates
Florida
$16.7M +$918K +11,475 +6%
Jennison Associates
36
Jennison Associates
New York
$16.6M -$3.38M -42,210 -17%
Millennium Management
37
Millennium Management
New York
$16.3M -$12.6M -157,387 -44%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$16M -$205K -2,568 -1%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$15.9M +$3.17M +39,600 +25%
NIG
40
NFJ Investment Group
Texas
$14.6M +$9.56M +119,587 +192%
KCM
41
Kornitzer Capital Management
Kansas
$14.1M – – –
BNP Paribas Asset Management
42
BNP Paribas Asset Management
France
$14M -$2.92M -36,509 -17%
Goldman Sachs
43
Goldman Sachs
New York
$11.6M -$4.08M -50,996 -26%
SBH
44
Segall Bryant & Hamill
Illinois
$11.3M +$53.3K +667 +0.5%
SAM
45
Silvercrest Asset Management
New York
$11.2M +$562K +7,025 +5%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$11.2M +$419K +5,238 +4%
PI
47
Putnam Investments
Massachusetts
$11M +$774K +9,676 +8%
Bessemer Group
48
Bessemer Group
New Jersey
$9.96M +$920K +11,507 +10%
Polen Capital Management
49
Polen Capital Management
Florida
$9.31M -$473K -5,916 -5%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$9M -$1.39M -17,419 -13%
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