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Hamilton Lane
HLNE

169 hedge funds and large institutions have $3.02B invested in Hamilton Lane in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

17% more capital invested

Capital invested by funds: $2.58B → $3.02B (+$440M)

14% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 57

10% more funds holding

Funds holding: 154 → 169 (+15)

0.55% less ownership

Funds ownership: 94.48% → 93.93% (-0.55%)

Holders
169
Holders Change
+15
Holders Change %
+9.74%
% of All Funds
2.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
65
Reduced
57
Closed
15
Calls
$788K
Puts
–
Net Calls
+$788K
Net Calls Change
+$507K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$70.9M
2
WA
Wasatch Advisors
Utah
+$33M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$32.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$26.7M
5
Fidelity International
Fidelity International
Bermuda
+$23.3M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$75.9M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$48.8M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$20.6M
4
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$12.7M
5
Renaissance Technologies
Renaissance Technologies
New York
-$12.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
51
Bullseye Asset Management
Colorado
$6.13M – – –
Deutsche Bank
52
Deutsche Bank
Germany
$5.68M -$162K -1,923 -3%
Swiss National Bank
53
Swiss National Bank
Switzerland
$5.65M +$380K +4,500 +8%
Tudor Investment Corp
54
Tudor Investment Corp
Connecticut
$5.59M +$5.33M +63,102 New
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$4.97M -$997K -11,804 -17%
Man Group
56
Man Group
United Kingdom
$4.9M -$1.91M -22,549 -29%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$4.7M +$3.78M +44,792 +539%
Morgan Stanley
58
Morgan Stanley
New York
$4.69M -$1.59M -18,877 -26%
SBH
59
Segall Bryant & Hamill
Illinois
$4.59M -$73.4K -869 -2%
AI
60
Axiom Investors
Connecticut
$4.53M -$2.65M -31,334 -38%
AII
61
AGF Investments Inc
Ontario, Canada
$4.43M +$4.22M +50,000 New
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$4.29M -$11.2K -132 -0.3%
Squarepoint
63
Squarepoint
New York
$4.14M +$180K +2,129 +5%
OAM
64
Oppenheimer Asset Management
New York
$4.07M +$467K +5,531 +14%
AllianceBernstein
65
AllianceBernstein
Tennessee
$3.72M -$75.9M -898,249 -96%
CCM
66
CAAS Capital Management
New York
$3.45M +$3.29M +38,972 New
BMSSC
67
B. Metzler seel. Sohn & Co
Germany
$3.36M +$197K +2,337 +7%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$3.03M -$181K -2,147 -6%
PCM
69
Pinz Capital Management
New York
$2.98M +$2.85M +33,699 New
UBS AM
70
UBS AM
Illinois
$2.76M +$50.7K +600 +2%
Barclays
71
Barclays
United Kingdom
$2.76M -$1.19M -14,073 -31%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$2.62M +$118K +1,400 +5%
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.53M +$575K +6,805 +31%
Truist Financial
74
Truist Financial
North Carolina
$2.5M +$823K +9,745 +53%
TRSOTSOK
75
Teachers Retirement System of the State of Kentucky
Kentucky
$2.43M – – –
1 2
3
4 5

HLNE Hedge Fund Activity: Q1 2021 in Review

169 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q1 2021, worth a combined $3.02B — up 17% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HLNE positions and 15 closed out — a net gain of 16 holders — while 65 added to existing stakes and 57 trimmed.

The largest buyer was Ameriprise, adding an estimated $70.9M. The largest seller was AllianceBernstein, cutting an estimated $75.9M.

  • 169 institutional investors held Hamilton Lane (HLNE) as of Q1 2021, up from 154 in Q4 2020.
  • Funds reported $3.02B of Hamilton Lane stock for Q1 2021, up 17% quarter-over-quarter.
  • 31 funds opened new Hamilton Lane positions in Q1 2021 and 15 closed out, a net change of +16 holders.
  • The largest Hamilton Lane buyer in Q1 2021 was Ameriprise, an estimated $70.9M added.
  • The largest Hamilton Lane seller in Q1 2021 was AllianceBernstein, an estimated $75.9M sold.

Based on aggregated 13F filings for Q1 2021.