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Hamilton Lane

266 hedge funds and large institutions have $4.29B invested in Hamilton Lane in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 85 increasing their positions, 100 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $4.25M | Put options by funds: $678K

100% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 27

11% more funds holding

Funds holding: 240266 (+26)

0% more capital invested

Capital invested by funds: $4.27B → $4.29B (+$17.3M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.21% less ownership

Funds ownership: 96.21%93.99% (-2.2%)

15% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 100

Holders
266
Holders Change
+26
Holders Change %
+10.83%
% of All Funds
3.83%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
54
Increased
85
Reduced
100
Closed
27
Calls
$4.25M
Puts
$678K
Net Calls
+$3.57M
Net Calls Change
-$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
51
Franklin Resources
California
$17M +$17.1M +151,131 New
AI
52
Axiom Investors
Connecticut
$16.8M +$1.44M +12,780 +9%
RJA
53
Raymond James & Associates
Florida
$16.7M -$26.4K -234 -0.2%
SBH
54
Segall Bryant & Hamill
Illinois
$15.6M -$222K -1,967 -1%
Wells Fargo
55
Wells Fargo
California
$11.9M +$2.19M +19,400 +23%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
56
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11.4M +$11.5M +101,500 New
SAM
57
Silvercrest Asset Management
New York
$10.8M +$47.9K +424 +0.4%
Polen Capital Management
58
Polen Capital Management
Florida
$10.4M -$393K -3,484 -4%
Russell Investments Group
59
Russell Investments Group
United Kingdom
$10M -$723K -6,402 -7%
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$9.79M +$8.4M +74,392 +596%
Capital World Investors
61
Capital World Investors
California
$9.72M +$9.74M +86,234 New
Prudential Financial
62
Prudential Financial
New Jersey
$9.67M -$3.25M -28,739 -25%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$8.75M +$6.79M +60,119 +344%
National Bank of Canada
64
National Bank of Canada
Quebec, Canada
$7.87M +$356K +3,153 +5%
Swiss National Bank
65
Swiss National Bank
Switzerland
$7.72M
CS
66
Credit Suisse
Switzerland
$7.58M -$836K -7,402 -10%
Holocene Advisors
67
Holocene Advisors
New York
$7.37M +$7.38M +65,368 New
BAM
68
Bullseye Asset Management
Colorado
$7.09M
Creative Planning
69
Creative Planning
Kansas
$6.72M -$1.84M -16,262 -21%
EP
70
Edgestream Partners
New Jersey
$6.5M +$6.5M +57,603 New
CIC
71
Crawford Investment Counsel
Georgia
$6.46M +$85.8K +760 +1%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$6.23M +$65.6K +581 +1%
Deutsche Bank
73
Deutsche Bank
Germany
$5.48M -$1.32M -11,697 -19%
UBS Group
74
UBS Group
Switzerland
$5.35M +$1.74M +15,388 +48%
UBS AM
75
UBS AM
Illinois
$4.93M

HLNE Hedge Fund Activity: Q1 2024 in Review

266 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q1 2024, worth a combined $4.29B — up 0.4% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new HLNE positions and 27 closed out — a net gain of 27 holders — while 85 added to existing stakes and 100 trimmed.

The largest buyer was Millennium Management, adding an estimated $67.9M. The largest seller was Morgan Stanley, cutting an estimated $80.5M.

  • 266 institutional investors held Hamilton Lane (HLNE) as of Q1 2024, up from 240 in Q4 2023.
  • Funds reported $4.29B of Hamilton Lane stock for Q1 2024, up 0.4% quarter-over-quarter.
  • 54 funds opened new Hamilton Lane positions in Q1 2024 and 27 closed out, a net change of +27 holders.
  • The largest Hamilton Lane buyer in Q1 2024 was Millennium Management, an estimated $67.9M added.
  • The largest Hamilton Lane seller in Q1 2024 was Morgan Stanley, an estimated $80.5M sold.

Based on aggregated 13F filings for Q1 2024.