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Hamilton Lane

169 hedge funds and large institutions have $3.02B invested in Hamilton Lane in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

17% more capital invested

Capital invested by funds: $2.58B → $3.02B (+$440M)

14% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 57

10% more funds holding

Funds holding: 154169 (+15)

0.55% less ownership

Funds ownership: 94.48%93.93% (-0.55%)

Holders
169
Holders Change
+15
Holders Change %
+9.74%
% of All Funds
2.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
65
Reduced
57
Closed
15
Calls
$788K
Puts
Net Calls
+$788K
Net Calls Change
+$507K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
76
Sierra Capital
Florida
$2.31M +$2.21M +26,135 New
HSBC Holdings
77
HSBC Holdings
United Kingdom
$2.25M +$1.84M +21,751 +633%
PP
78
PDT Partners
New York
$2.15M -$497K -5,880 -19%
PPA
79
Parametric Portfolio Associates
Washington
$2.04M +$195K +2,307 +11%
Legal & General Group
80
Legal & General Group
United Kingdom
$1.81M +$390K +4,614 +29%
Two Sigma Advisers
81
Two Sigma Advisers
New York
$1.77M -$1.97M -23,300 -54%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.64M -$56K -663 -3%
CSS
83
Cubist Systematic Strategies
Connecticut
$1.54M +$256K +3,028 +21%
VOYA Investment Management
84
VOYA Investment Management
Georgia
$1.43M +$77.8K +921 +6%
SO
85
STRS Ohio
Ohio
$1.4M
RJA
86
Raymond James & Associates
Florida
$1.37M +$690K +8,163 +112%
Schroder Investment Management Group
87
Schroder Investment Management Group
United Kingdom
$1.36M -$282K -3,332 -18%
First Trust Advisors
88
First Trust Advisors
Illinois
$1.18M +$760K +8,993 +209%
MIM
89
MetLife Investment Management
New Jersey
$1.14M
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
$1.11M -$991K -11,727 -48%
Canada Life
91
Canada Life
Manitoba, Canada
$979K -$74.6K -883 -7%
GPGA
92
Grandeur Peak Global Advisors
Utah
$930K +$266K +3,150 +43%
American Century Companies
93
American Century Companies
Missouri
$767K -$6.53M -77,303 -90%
UBS Group
94
UBS Group
Switzerland
$763K +$679K +8,031 +1,363%
ProShare Advisors
95
ProShare Advisors
Maryland
$760K +$124K +1,471 +21%
MLICM
96
Metropolitan Life Insurance Company (MetLife)
New York
$759K -$23.1K -273 -3%
HW
97
Hancock Whitney
Mississippi
$745K -$13.5K -160 -2%
ASRS
98
Arizona State Retirement System
Arizona
$720K +$44.5K +527 +7%
AC
99
Athanor Capital
New York
$719K +$166K +1,968 +32%
Balyasny Asset Management
100
Balyasny Asset Management
Illinois
$715K +$682K +8,074 New

HLNE Hedge Fund Activity: Q1 2021 in Review

169 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q1 2021, worth a combined $3.02B — up 17% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HLNE positions and 15 closed out — a net gain of 16 holders — while 65 added to existing stakes and 57 trimmed.

The largest buyer was Ameriprise, adding an estimated $70.9M. The largest seller was AllianceBernstein, cutting an estimated $75.9M.

  • 169 institutional investors held Hamilton Lane (HLNE) as of Q1 2021, up from 154 in Q4 2020.
  • Funds reported $3.02B of Hamilton Lane stock for Q1 2021, up 17% quarter-over-quarter.
  • 31 funds opened new Hamilton Lane positions in Q1 2021 and 15 closed out, a net change of +16 holders.
  • The largest Hamilton Lane buyer in Q1 2021 was Ameriprise, an estimated $70.9M added.
  • The largest Hamilton Lane seller in Q1 2021 was AllianceBernstein, an estimated $75.9M sold.

Based on aggregated 13F filings for Q1 2021.