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Hamilton Lane

216 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, 84 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,050% more call options, than puts

Call options by funds: $1.83M | Put options by funds: $18K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

20% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 70

10% more capital invested

Capital invested by funds: $2.93B → $3.21B (+$283M)

7% more funds holding

Funds holding: 201216 (+15)

3.02% less ownership

Funds ownership: 94.98%91.96% (-3%)

Holders
216
Holders Change
+15
Holders Change %
+7.46%
% of All Funds
3.43%
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
84
Reduced
70
Closed
17
Calls
$1.83M
Puts
$18K
Net Calls
+$1.81M
Net Calls Change
-$702K
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
26
Epoch Investment Partners
New York
$34.7M -$853K -9,576 -2%
Ameriprise
27
Ameriprise
Minnesota
$31.6M -$1.69K -19 -0%
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$30.4M +$51.1K +574 +0.2%
TD Asset Management
29
TD Asset Management
Ontario, Canada
$29.6M -$1.01M -11,385 -3%
DDC
30
DF Dent & Co
Maryland
$26.6M -$193K -2,165 -0.7%
Charles Schwab
31
Charles Schwab
California
$25.6M +$953K +10,698 +4%
Goldman Sachs
32
Goldman Sachs
New York
$21.4M +$8.15M +91,470 +63%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$21.1M +$266K +2,990 +1%
Citadel Advisors
34
Citadel Advisors
Florida
$19.9M -$9.6M -107,802 -33%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$18.5M +$397K +4,453 +2%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$17.7M +$5M +56,115 +40%
RJA
37
Raymond James & Associates
Florida
$16.7M -$2.14M -24,071 -12%
N
38
Nuveen
North Carolina
$16.6M -$1.38M -15,542 -8%
SEI Investments
39
SEI Investments
Pennsylvania
$16M -$2.83M -31,820 -15%
KCM
40
Kornitzer Capital Management
Kansas
$16M
BNP Paribas Asset Management
41
BNP Paribas Asset Management
France
$14.7M -$1.09M -12,246 -7%
Jennison Associates
42
Jennison Associates
New York
$13.5M -$5.21M -58,467 -28%
PI
43
Putnam Investments
Massachusetts
$12.7M +$256K +2,869 +2%
SBH
44
Segall Bryant & Hamill
Illinois
$12.7M -$78.3K -879 -0.6%
Bessemer Group
45
Bessemer Group
New Jersey
$11.8M +$524K +5,878 +5%
Wells Fargo
46
Wells Fargo
California
$11.2M -$10.9M -122,869 -50%
Prudential Financial
47
Prudential Financial
New Jersey
$10.7M +$10.1M +113,559 +2,287%
Polen Capital Management
48
Polen Capital Management
Florida
$10.4M -$147K -1,653 -1%
SAM
49
Silvercrest Asset Management
New York
$9.6M -$3.05M -34,233 -24%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$9.37M -$802K -9,003 -8%

HLNE Hedge Fund Activity: Q3 2023 in Review

216 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q3 2023, worth a combined $3.21B — up 9.7% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HLNE positions and 17 closed out — a net gain of 16 holders — while 84 added to existing stakes and 70 trimmed.

The largest buyer was Millennium Management, adding an estimated $54.3M. The largest seller was Wasatch Advisors, cutting an estimated $63.5M.

  • 216 institutional investors held Hamilton Lane (HLNE) as of Q3 2023, up from 201 in Q2 2023.
  • Funds reported $3.21B of Hamilton Lane stock for Q3 2023, up 9.7% quarter-over-quarter.
  • 33 funds opened new Hamilton Lane positions in Q3 2023 and 17 closed out, a net change of +16 holders.
  • The largest Hamilton Lane buyer in Q3 2023 was Millennium Management, an estimated $54.3M added.
  • The largest Hamilton Lane seller in Q3 2023 was Wasatch Advisors, an estimated $63.5M sold.

Based on aggregated 13F filings for Q3 2023.