Hamilton Lane
HLNE
67 hedge funds and large institutions have $355M invested in Hamilton Lane in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 12 closing their positions.
59% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 17
33% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 12
25% more capital invested
Capital invested by funds: $285M → $355M (+$70.8M)
6% more funds holding
Funds holding: 63 → 67 (+4)
1.53% more ownership
Funds ownership: 67.16% → 68.69% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$23.2M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$11M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.45M |
| 4 |
Renaissance Technologies
New York
|
+$5.94M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$4.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$34.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$5.75M |
| 3 |
TCM
TimesSquare Capital Management
New York
|
-$5.44M |
| 4 |
Goldman Sachs
New York
|
-$4.97M |
| 5 |
Millennium Management
New York
|
-$3.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Principal Financial Group
Des Moines,
Iowa
| – | -$230K | -10,467 | Closed |
|
|
SO
77
STRS Ohio
Columbus,
Ohio
| – | -$87K | -4,000 | Closed |
|
|
PAM
78
Panagora Asset Management
Boston,
Massachusetts
| – | -$10K | -454 | Closed |
|
|
LTFS
79
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$3K | -128 | Closed |
|
HLNE Hedge Fund Activity: Q3 2017 in Review
67 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q3 2017, worth a combined $355M — up 25% from $285M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new HLNE positions and 12 closed out — a net gain of 4 holders — while 27 added to existing stakes and 17 trimmed.
The largest buyer was Wasatch Advisors, opening a new position worth an estimated $23.2M. The largest seller was Putnam Investments, cutting an estimated $34.9M.
- 67 institutional investors held Hamilton Lane (HLNE) as of Q3 2017, up from 63 in Q2 2017.
- Funds reported $355M of Hamilton Lane stock for Q3 2017, up 25% quarter-over-quarter.
- 16 funds opened new Hamilton Lane positions in Q3 2017 and 12 closed out, a net change of +4 holders.
- The largest Hamilton Lane buyer in Q3 2017 was Wasatch Advisors, an estimated $23.2M added.
- The largest Hamilton Lane seller in Q3 2017 was Putnam Investments, an estimated $34.9M sold.
Based on aggregated 13F filings for Q3 2017.