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Hamilton Lane
HLNE

Overview Fund Activity

214 hedge funds and large institutions have $3.21B invested in Hamilton Lane in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 82 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+15
Holders Change %
+7.54%
% of All Funds
3.41%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
33
Increased
82
Reduced
70
Closed
17
Calls
$1.83M
Puts
$18K
Net Calls
+$1.81M
Net Calls Change
-$702K

Top Buyers

1
Millennium Management
Millennium Management
New York
$73.6M
2
Prudential Financial
Prudential Financial
New Jersey
$10.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$42.8M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$75.9M
5
Goldman Sachs
Goldman Sachs
New York
$21.4M

Top Sellers

1
WA
Wasatch Advisors
Utah
$254M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$216M
3
TCM
TimesSquare Capital Management
New York
$42.1M
4
Wells Fargo
Wells Fargo
California
$11.2M
5
NIG
NFJ Investment Group
Texas
$6.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
26
Epoch Investment Partners
New York
$34.7M -$866K -9,576 -2%
Ameriprise
27
Ameriprise
Minnesota
$31.6M -$1.72K -19 -0%
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$30.4M +$51.9K +574 +0.2%
TD Asset Management
29
TD Asset Management
Ontario, Canada
$29.6M -$1.03M -11,385 -3%
DDC
30
DF Dent & Co
Maryland
$26.6M -$196K -2,165 -0.7%
Charles Schwab
31
Charles Schwab
California
$25.6M +$968K +10,698 +4%
Goldman Sachs
32
Goldman Sachs
New York
$21.4M +$8.27M +91,470 +63%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$21.1M +$270K +2,990 +1%
Citadel Advisors
34
Citadel Advisors
Florida
$19.9M -$9.75M -107,802 -33%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$18.5M +$403K +4,453 +2%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$17.7M +$5.08M +56,115 +40%
RJA
37
Raymond James & Associates
Florida
$16.7M -$2.18M -24,071 -12%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$16.6M -$1.41M -15,542 -8%
SEI Investments
39
SEI Investments
Pennsylvania
$16M -$2.88M -31,820 -15%
KCM
40
Kornitzer Capital Management
Kansas
$16M – – –
BNP Paribas Asset Management
41
BNP Paribas Asset Management
France
$14.7M -$1.11M -12,246 -7%
Jennison Associates
42
Jennison Associates
New York
$13.5M -$5.29M -58,467 -28%
PI
43
Putnam Investments
Massachusetts
$12.7M +$259K +2,869 +2%
SBH
44
Segall Bryant & Hamill
Illinois
$12.7M -$79.5K -879 -0.6%
Bessemer Group
45
Bessemer Group
New Jersey
$11.8M +$532K +5,878 +5%
Wells Fargo
46
Wells Fargo
California
$11.2M -$11.1M -122,869 -50%
Prudential Financial
47
Prudential Financial
New Jersey
$10.7M +$10.3M +113,559 +2,287%
Polen Capital Management
48
Polen Capital Management
Florida
$10.4M -$149K -1,653 -1%
SAM
49
Silvercrest Asset Management
New York
$9.6M -$3.1M -34,233 -24%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$9.37M -$814K -9,003 -8%
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