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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
Barclays
51
Barclays
United Kingdom
$8.67M +$1.88M +21,123 +28%
CS
52
Credit Suisse
Switzerland
$7.47M -$294K -3,295 -4%
Creative Planning
53
Creative Planning
Kansas
$6.72M +$97.4K +1,093 +1%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$6.69M -$3.29M -36,928 -33%
Swiss National Bank
55
Swiss National Bank
Switzerland
$6.52M +$178K +2,000 +3%
NIG
56
NFJ Investment Group
Texas
$6.47M -$9.84M -110,430 -61%
Fidelity International
57
Fidelity International
Bermuda
$5.83M +$945K +10,603 +20%
BAM
58
Bullseye Asset Management
Colorado
$5.69M
Fidelity Investments
59
Fidelity Investments
Massachusetts
$5.58M +$3.82M +42,898 +228%
CIC
60
Crawford Investment Counsel
Georgia
$5.39M +$196K +2,200 +4%
Man Group
61
Man Group
United Kingdom
$5.14M -$6.84M -76,817 Closed
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$4.99M +$264K +2,964 +6%
OAM
63
Oppenheimer Asset Management
New York
$4.91M +$6.15K +69 +0.1%
National Bank of Canada
64
National Bank of Canada
Quebec, Canada
$4.65M -$61.3K -688 -1%
AllianceBernstein
65
AllianceBernstein
Tennessee
$3.97M
UBS AM
66
UBS AM
Illinois
$3.88M
Ohio Public Employees Retirement System (OPERS)
67
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.85M
AI
68
Axiom Investors
Connecticut
$3.76M +$1.87M +20,971 +102%
BMSSC
69
B. Metzler seel. Sohn & Co
Germany
$3.62M -$5.76M -64,697 -62%
Canada Life
70
Canada Life
Manitoba, Canada
$3.61M +$286K +3,205 +9%
First Trust Advisors
71
First Trust Advisors
Illinois
$3.43M +$482K +5,416 +17%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$3.35M -$304K -3,413 -8%
Janus Henderson Group
73
Janus Henderson Group
United Kingdom
$3.26M +$63.7K +715 +2%
Fiera Capital (Canada)
74
Fiera Capital (Canada)
Quebec, Canada
$3.26M +$3.21M +35,997 New
Legal & General Group
75
Legal & General Group
United Kingdom
$3.04M +$114K +1,280 +4%

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.