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Hamilton Lane
HLNE

108 hedge funds and large institutions have $818M invested in Hamilton Lane in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 39 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 39

2.4% more ownership

Funds ownership: 82.82% → 85.21% (+2.4%)

10% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 21

2% less funds holding

Funds holding: 110 → 108 (-2)

14% less capital invested

Capital invested by funds: $950M → $818M (-$133M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
108
Holders Change
-2
Holders Change %
-1.82%
% of All Funds
2.41%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
43
Reduced
39
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$44M
2
TCM
TimesSquare Capital Management
New York
+$25M
3
Macquarie Group
Macquarie Group
Australia
+$20.8M
4
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
+$9.31M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$6.51M

Top Sellers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$42.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$14.3M
4
TAM
Toscafund Asset Management
United Kingdom
-$7.53M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$6.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
$1.08M -$453K -12,112 -29%
AQR Capital Management
52
AQR Capital Management
Connecticut
$995K -$330K -8,820 -25%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$967K +$123K +3,299 +14%
Ohio Public Employees Retirement System (OPERS)
54
Ohio Public Employees Retirement System (OPERS)
Ohio
$966K -$445K -11,898 -31%
Deutsche Bank
55
Deutsche Bank
Germany
$844K -$439K -11,746 -34%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$817K -$233K -6,229 -22%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$754K +$257K +6,880 +51%
Los Angeles Capital Management
58
Los Angeles Capital Management
California
$743K +$751K +20,075 New
Citadel Advisors
59
Citadel Advisors
Florida
$703K -$14.3M -381,906 -95%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$683K – – –
KA
61
Kaizen Advisory
Illinois
$678K -$132K -3,517 -16%
Jennison Associates
62
Jennison Associates
New York
$662K +$13.2K +352 +2%
SO
63
STRS Ohio
Ohio
$643K – – –
P8IP
64
Pier 88 Investment Partners
California
$582K – – –
SRAM
65
Stone Ridge Asset Management
New York
$500K +$236K +6,303 +88%
PSUF
66
People's United Financial
Connecticut
$497K – – –
OSAM
67
O'Shaughnessy Asset Management
Connecticut
$496K -$374 -10 -0.1%
Millennium Management
68
Millennium Management
New York
$455K +$460K +12,301 New
HW
69
Hancock Whitney
Mississippi
$421K -$228K -6,088 -35%
JP Morgan Chase
70
JP Morgan Chase
New York
$409K -$103K -2,766 -20%
AIG
71
American International Group
New York
$407K +$40.9K +1,093 +11%
MC
72
Menta Capital
California
$382K -$71K -1,900 -16%
OAM
73
Oppenheimer Asset Management
New York
$374K -$785 -21 -0.2%
Goldman Sachs
74
Goldman Sachs
New York
$320K -$947K -25,323 -75%
UBS Group
75
UBS Group
Switzerland
$316K +$169K +4,529 +113%
1 2
3
4 5

HLNE Hedge Fund Activity: Q4 2018 in Review

108 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q4 2018, worth a combined $818M — down 14% from $950M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of HLNE and 19 opened new positions — a net loss of 2 holders — while 39 trimmed existing stakes and 43 added.

The largest buyer was Wellington Management Group, adding an estimated $44M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $42.9M sold.

  • 108 institutional investors held Hamilton Lane (HLNE) as of Q4 2018, down from 110 in Q3 2018.
  • Funds reported $818M of Hamilton Lane stock for Q4 2018, down 14% quarter-over-quarter.
  • 19 funds opened new Hamilton Lane positions in Q4 2018 and 21 closed out, a net change of -2 holders.
  • The largest Hamilton Lane buyer in Q4 2018 was Wellington Management Group, an estimated $44M added.
  • The largest Hamilton Lane seller in Q4 2018 was Lord, Abbett & Co, an estimated $42.9M sold.

Based on aggregated 13F filings for Q4 2018.