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Hamilton Lane
HLNE

113 hedge funds and large institutions have $1.56B invested in Hamilton Lane in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 56 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 39

4% more capital invested

Capital invested by funds: $1.5B → $1.56B (+$62.3M)

0.39% less ownership

Funds ownership: 88.01% → 87.62% (-0.39%)

7% less funds holding

Funds holding: 122 → 113 (-9)

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

Holders
113
Holders Change
-9
Holders Change %
-7.38%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
56
Reduced
39
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$28.3M
2
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
+$16.5M
3
WA
Wasatch Advisors
Utah
+$10.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$8.24M
5
FAM
Fred Alger Management
New York
+$7.63M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$39.1M
2
Brown Advisory
Brown Advisory
Maryland
-$10.7M
3
ECM
Element Capital Management
New York
-$8.24M
4
Ameriprise
Ameriprise
Minnesota
-$8.11M
5
LCM
Laurion Capital Management
New York
-$7.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$2.01M -$360K -6,236 -16%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$2M -$18.2K -315 -0.9%
BAM
53
Bullseye Asset Management
Colorado
$1.98M +$1.92M +33,211 New
ZIM
54
Zacks Investment Management
Illinois
$1.91M -$1.04M -17,963 -36%
Goldman Sachs
55
Goldman Sachs
New York
$1.78M -$39.1M -677,404 -96%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$1.69M +$87.8K +1,521 +6%
UBS Group
57
UBS Group
Switzerland
$1.65M +$1.59M +27,560 +19,408%
CS
58
Credit Suisse
Switzerland
$1.5M +$503K +8,705 +53%
Millennium Management
59
Millennium Management
New York
$1.37M -$138K -2,386 -9%
AQR Capital Management
60
AQR Capital Management
Connecticut
$1.22M -$3.75K -65 -0.3%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$1.17M -$254K -4,400 -18%
OAM
62
Oppenheimer Asset Management
New York
$1.09M +$98.8K +1,711 +10%
Balyasny Asset Management
63
Balyasny Asset Management
Illinois
$970K +$939K +16,270 New
HSBC Holdings
64
HSBC Holdings
United Kingdom
$918K -$875K -15,146 -50%
SO
65
STRS Ohio
Ohio
$894K +$34.6K +600 +4%
Voloridge Investment Management
66
Voloridge Investment Management
Florida
$872K -$456K -7,896 -35%
Ameriprise
67
Ameriprise
Minnesota
$862K -$8.11M -140,473 -91%
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$824K -$24.4K -423 -3%
AIG
69
American International Group
New York
$822K +$1.85K +32 +0.2%
PPA
70
Parametric Portfolio Associates
Washington
$792K -$1.09M -18,900 -59%
UBS AM
71
UBS AM
Illinois
$770K +$96.2K +1,666 +15%
RJA
72
Raymond James & Associates
Florida
$765K +$193K +3,342 +35%
JP Morgan Chase
73
JP Morgan Chase
New York
$696K -$3.46K -60 -0.5%
WG
74
Winton Group
United Kingdom
$687K +$137K +2,370 +26%
VOYA Investment Management
75
VOYA Investment Management
Georgia
$640K +$185K +3,205 +43%
1 2
3
4 5

HLNE Hedge Fund Activity: Q4 2019 in Review

113 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q4 2019, worth a combined $1.56B — up 4.2% from $1.5B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of HLNE and 9 opened new positions — a net loss of 7 holders — while 39 trimmed existing stakes and 56 added.

The largest buyer was Neuberger Berman Group, adding an estimated $28.3M. The largest seller was Goldman Sachs, cutting an estimated $39.1M.

  • 113 institutional investors held Hamilton Lane (HLNE) as of Q4 2019, down from 122 in Q3 2019.
  • Funds reported $1.56B of Hamilton Lane stock for Q4 2019, up 4.2% quarter-over-quarter.
  • 9 funds opened new Hamilton Lane positions in Q4 2019 and 16 closed out, a net change of -7 holders.
  • The largest Hamilton Lane buyer in Q4 2019 was Neuberger Berman Group, an estimated $28.3M added.
  • The largest Hamilton Lane seller in Q4 2019 was Goldman Sachs, an estimated $39.1M sold.

Based on aggregated 13F filings for Q4 2019.