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Hamilton Lane
HLNE

Overview Fund Activity

238 hedge funds and large institutions have $4.27B invested in Hamilton Lane in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 72 increasing their positions, 90 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+24
Holders Change %
+11.21%
% of All Funds
3.49%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
46
Increased
72
Reduced
90
Closed
16
Calls
$8.19M
Puts
$45K
Net Calls
+$8.15M
Net Calls Change
+$6.34M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$92.6M
2
Morgan Stanley
Morgan Stanley
New York
+$83.4M
3
EIP
Epoch Investment Partners
New York
+$47.2M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$36.8M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$32.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$101M
2
WA
Wasatch Advisors
Utah
-$15.9M
3
Principal Financial Group
Principal Financial Group
Iowa
-$13.9M
4
Polen Capital Management
Polen Capital Management
Florida
-$13.8M
5
TCM
TimesSquare Capital Management
New York
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$44.1M -$1.36M -11,963 -3%
Norges Bank
27
Norges Bank
Norway
$43.2M -$588K -5,180 -1%
TCM
28
TimesSquare Capital Management
New York
$40.5M -$12.3M -108,045 -23%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$39M +$36.8M +324,136 +1,687%
Citadel Advisors
30
Citadel Advisors
Florida
$36.1M +$11.2M +98,361 +45%
Massachusetts Financial Services
31
Massachusetts Financial Services
Massachusetts
$33.8M -$4.39M -38,687 -12%
Ameriprise
32
Ameriprise
Minnesota
$32.6M -$7.08M -62,439 -18%
Charles Schwab
33
Charles Schwab
California
$32.6M +$487K +4,291 +2%
Lord, Abbett & Co
34
Lord, Abbett & Co
New Jersey
$32.4M +$32.4M +285,214 New
Bank of New York Mellon
35
Bank of New York Mellon
New York
$29M +$2.5M +22,074 +9%
Goldman Sachs
36
Goldman Sachs
New York
$26.6M -$248K -2,183 -0.9%
DDC
37
DF Dent & Co
Maryland
$26.1M -$7.21M -63,537 -22%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$25M +$1.82M +16,071 +8%
Barclays
39
Barclays
United Kingdom
$23.9M +$13M +114,748 +120%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$21M -$1.2M -10,615 -5%
BNP Paribas Asset Management
41
BNP Paribas Asset Management
France
$20.2M +$1.82M +16,026 +10%
KCM
42
Kornitzer Capital Management
Kansas
$20M – – –
Nuveen Asset Management
43
Nuveen Asset Management
Illinois
$19.7M -$1.17M -10,331 -6%
Bessemer Group
44
Bessemer Group
New Jersey
$18.4M +$3.61M +31,796 +24%
SEI Investments
45
SEI Investments
Pennsylvania
$17.4M -$2.78M -24,492 -14%
PI
46
Putnam Investments
Massachusetts
$17.2M +$1.27M +11,212 +8%
RJA
47
Raymond James & Associates
Florida
$16.8M -$4.15M -36,586 -20%
Jennison Associates
48
Jennison Associates
New York
$16.1M -$768K -6,774 -5%
SBH
49
Segall Bryant & Hamill
Illinois
$15.9M +$51.6K +455 +0.3%
AI
50
Axiom Investors
Connecticut
$15.4M +$10.7M +94,482 +227%
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