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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 %
Prudential Financial
51
Prudential Financial
New Jersey
$13M -$452K -3,987 -3%
Russell Investments Group
52
Russell Investments Group
United Kingdom
$10.8M -$941K -8,295 -8%
SAM
53
Silvercrest Asset Management
New York
$10.8M -$1.26M -11,088 -10%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$10.1M +$1.71M +15,114 +20%
Wells Fargo
55
Wells Fargo
California
$9.74M -$4.31M -37,989 -31%
Creative Planning
56
Creative Planning
Kansas
$8.61M +$185K +1,632 +2%
CS
57
Credit Suisse
Switzerland
$8.47M -$905K -7,977 -10%
Swiss National Bank
58
Swiss National Bank
Switzerland
$7.77M -$408K -3,600 -5%
BAM
59
Bullseye Asset Management
Colorado
$7.13M – – –
Fidelity Investments
60
Fidelity Investments
Massachusetts
$7.12M +$126K +1,112 +2%
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$7.06M +$1.42M +13,104 +25%
Fidelity International
62
Fidelity International
Bermuda
$6.86M -$453K -3,997 -6%
Deutsche Bank
63
Deutsche Bank
Germany
$6.84M +$4.76M +41,997 +230%
CIC
64
Crawford Investment Counsel
Georgia
$6.41M -$352K -3,105 -5%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$6.2M -$60.8K -536 -1%
OAM
66
Oppenheimer Asset Management
New York
$5.84M -$318K -2,804 -5%
UBS AM
67
UBS AM
Illinois
$4.96M +$85.5K +754 +2%
Ohio Public Employees Retirement System (OPERS)
68
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.83M – – –
AllianceBernstein
69
AllianceBernstein
Tennessee
$4.75M -$229K -2,020 -5%
BMSSC
70
B. Metzler seel. Sohn & Co
Germany
$4.57M +$24.6K +217 +0.5%
Janus Henderson Group
71
Janus Henderson Group
United Kingdom
$4.39M +$305K +2,685 +7%
Canada Life
72
Canada Life
Manitoba, Canada
$4.34M -$158K -1,403 -4%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$4.19M -$12.5K -110 -0.3%
First Trust Advisors
74
First Trust Advisors
Illinois
$4.16M -$146K -1,283 -3%
Fiera Capital (Canada)
75
Fiera Capital (Canada)
Quebec, Canada
$4.08M +$454 +4 +0%
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