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Hamilton Lane

209 hedge funds and large institutions have $2.67B invested in Hamilton Lane in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 94 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 67

21% more call options, than puts

Call options by funds: $126K | Put options by funds: $104K

19% more capital invested

Capital invested by funds: $2.24B → $2.67B (+$426M)

1.26% more ownership

Funds ownership: 93.84%95.1% (+1.3%)

4% less funds holding

Funds holding: 217209 (-8)

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

Holders
209
Holders Change
-8
Holders Change %
-3.69%
% of All Funds
3.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
94
Reduced
67
Closed
23
Calls
$126K
Puts
$104K
Net Calls
+$22K
Net Calls Change
+$226K
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
76
Qube Research & Technologies (QRT)
United Kingdom
$2.44M -$278K -3,761 -10%
Two Sigma Advisers
77
Two Sigma Advisers
New York
$2.32M +$1.01M +13,700 +77%
State of New Jersey Common Pension Fund D
78
State of New Jersey Common Pension Fund D
New Jersey
$2.32M
Truist Financial
79
Truist Financial
North Carolina
$2.12M -$260K -3,522 -11%
William Blair & Company
80
William Blair & Company
Illinois
$1.96M +$244K +3,303 +14%
SC
81
Sierra Capital
Florida
$1.96M +$4.06K +55 +0.2%
Barclays
82
Barclays
United Kingdom
$1.9M +$717K +9,699 +61%
Stifel Financial
83
Stifel Financial
Missouri
$1.9M +$128K +1,739 +7%
Tudor Investment Corp
84
Tudor Investment Corp
Connecticut
$1.89M +$1.34M +18,135 +247%
Janus Henderson Group
85
Janus Henderson Group
United Kingdom
$1.79M +$866K +11,725 +94%
Osaic Holdings
86
Osaic Holdings
Arizona
$1.77M -$22.7K -307 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
87
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.74M
Voloridge Investment Management
88
Voloridge Investment Management
Florida
$1.73M +$1.43M +19,346 +478%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$1.64M +$84.6K +1,145 +5%
New York State Common Retirement Fund
90
New York State Common Retirement Fund
New York
$1.57M -$499K -6,756 -24%
AG
91
Algert Global
California
$1.57M -$230K -3,109 -13%
GCM
92
Graham Capital Management
Connecticut
$1.56M +$154K +2,087 +11%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$1.5M +$835K +11,308 +127%
JMPWA
94
JP Morgan Private Wealth Advisors
California
$1.43M +$1.43M +19,316 New
Mirae Asset Global Investments
95
Mirae Asset Global Investments
South Korea
$1.4M +$9.75K +132 +0.7%
AIMCA
96
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.4M +$62.5K +846 +5%
MIM
97
MetLife Investment Management
New Jersey
$1.39M
TI
98
Trexquant Investment
Connecticut
$1.35M +$574K +7,773 +74%
T. Rowe Price Associates
99
T. Rowe Price Associates
Maryland
$1.34M +$46.7K +632 +4%
Squarepoint
100
Squarepoint
New York
$1.32M -$410K -5,555 -24%

HLNE Hedge Fund Activity: Q1 2023 in Review

209 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q1 2023, worth a combined $2.67B — up 19% from $2.24B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of HLNE and 17 opened new positions — a net loss of 6 holders — while 67 trimmed existing stakes and 94 added.

The largest buyer was Wasatch Advisors, adding an estimated $31.2M. The largest seller was Wellington Management Group, cutting an estimated $18.3M.

  • 209 institutional investors held Hamilton Lane (HLNE) as of Q1 2023, down from 217 in Q4 2022.
  • Funds reported $2.67B of Hamilton Lane stock for Q1 2023, up 19% quarter-over-quarter.
  • 17 funds opened new Hamilton Lane positions in Q1 2023 and 23 closed out, a net change of -6 holders.
  • The largest Hamilton Lane buyer in Q1 2023 was Wasatch Advisors, an estimated $31.2M added.
  • The largest Hamilton Lane seller in Q1 2023 was Wellington Management Group, an estimated $18.3M sold.

Based on aggregated 13F filings for Q1 2023.