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Hamilton Lane
HLNE

85 hedge funds and large institutions have $489M invested in Hamilton Lane in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

38% more capital invested

Capital invested by funds: $355M → $489M (+$133M)

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

27% more funds holding

Funds holding: 67 → 85 (+18)

2.9% more ownership

Funds ownership: 68.69% → 71.59% (+2.9%)

Holders
85
Holders Change
+18
Holders Change %
+26.87%
% of All Funds
1.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
29
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
+$20.6M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$16.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.18M
4
Renaissance Technologies
Renaissance Technologies
New York
+$4.97M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$4.17M

Top Sellers

Rank Fund Capital Flow
1
PI
Putnam Investments
Massachusetts
-$16M
2
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$10M
3
TCM
TimesSquare Capital Management
New York
-$9.21M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$8.59M
5
Millennium Management
Millennium Management
New York
-$6.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
76
Advisor Group
Arizona
$28K +$5.33K +173 +28%
DCM
77
Delpha Capital Management
New York
$25K +$22.1K +718 New
APA
78
American Portfolios Advisors
New York
$15.2K +$13.2K +429 New
LFA
79
Legacy Financial Advisors
Kentucky
$9K +$7.99K +259 New
TRCT
80
Tower Research Capital (TRC)
New York
$7K +$617 +20 +11%
LF
81
Lee Financial
Texas
$4K – – –
QI
82
QS Investors
New York
$3K +$2.44K +79 New
FMA
83
FNY Managed Accounts
New York
$3K +$2.9K +94 New
MOS
84
MGO One Seven
Ohio
$1K +$462 +15 New
Norges Bank
85
Norges Bank
Norway
– -$1.34M -50,000 Closed
HHC
86
Hutchin Hill Capital
New York
– -$612K -22,800 Closed
Goldman Sachs
87
Goldman Sachs
New York
– -$484K -18,013 Closed
MC
88
Menta Capital
California
– -$320K -11,913 Closed
BAM
89
Burgundy Asset Management
Ontario, Canada
– -$229K -8,534 Closed
NFA
90
Nationwide Fund Advisors
Ohio
– -$217K -8,099 Closed
OAM
91
Oppenheimer Asset Management
New York
– -$160K -5,949 Closed
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
– -$36K -1,326 Closed
PCG
93
Private Capital Group
Connecticut
– +$432 +14 New
1 2 3
4

HLNE Hedge Fund Activity: Q4 2017 in Review

85 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q4 2017, worth a combined $489M — up 38% from $355M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HLNE positions and 8 closed out — a net gain of 18 holders — while 29 added to existing stakes and 22 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $20.6M. The largest seller was Putnam Investments, cutting an estimated $16M.

  • 85 institutional investors held Hamilton Lane (HLNE) as of Q4 2017, up from 67 in Q3 2017.
  • Funds reported $489M of Hamilton Lane stock for Q4 2017, up 38% quarter-over-quarter.
  • 26 funds opened new Hamilton Lane positions in Q4 2017 and 8 closed out, a net change of +18 holders.
  • The largest Hamilton Lane buyer in Q4 2017 was Wasatch Advisors, an estimated $20.6M added.
  • The largest Hamilton Lane seller in Q4 2017 was Putnam Investments, an estimated $16M sold.

Based on aggregated 13F filings for Q4 2017.