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Hamilton Lane

216 hedge funds and large institutions have $3.21B invested in Hamilton Lane in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,050% more call options, than puts

Call options by funds: $1.83M | Put options by funds: $18K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

20% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 70

10% more capital invested

Capital invested by funds: $2.93B → $3.21B (+$283M)

7% more funds holding

Funds holding: 201216 (+15)

3.02% less ownership

Funds ownership: 94.98%91.96% (-3%)

Holders
216
Holders Change
+15
Holders Change %
+7.46%
% of All Funds
3.43%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
33
Increased
84
Reduced
70
Closed
17
Calls
$1.83M
Puts
$18K
Net Calls
+$1.81M
Net Calls Change
-$702K
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
76
William Blair & Company
Illinois
$3.04M +$21.5K +241 +0.7%
CAM
77
ClariVest Asset Management
California
$2.83M +$2.78M +31,239 New
Stifel Financial
78
Stifel Financial
Missouri
$2.79M +$140K +1,572 +5%
RBA
79
Richard Bernstein Advisors
New York
$2.77M +$2.73M +30,672 New
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$2.68M +$362K +4,068 +16%
Los Angeles Capital Management
81
Los Angeles Capital Management
California
$2.66M +$2.62M +29,390 New
Osaic Holdings
82
Osaic Holdings
Arizona
$2.6M +$494K +5,545 +24%
AA
83
ALPS Advisors
Colorado
$2.6M +$576K +6,466 +29%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$2.52M +$737K +8,275 +42%
UBS Group
85
UBS Group
Switzerland
$2.47M -$656K -7,363 -21%
State of New Jersey Common Pension Fund D
86
State of New Jersey Common Pension Fund D
New Jersey
$2.44M -$739K -8,293 -24%
SC
87
Sierra Capital
Florida
$2.4M
ECM
88
ExodusPoint Capital Management
New York
$2.35M -$505K -5,666 -18%
TRSOTSOK
89
Teachers Retirement System of the State of Kentucky
Kentucky
$2.31M -$2.69M -30,149 -54%
Truist Financial
90
Truist Financial
North Carolina
$2.2M -$84.1K -944 -4%
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$2.14M +$349K +3,922 +20%
Mirae Asset Global Investments
92
Mirae Asset Global Investments
South Korea
$2.07M +$267K +3,000 +15%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$1.97M +$5.34K +60 +0.3%
AG
94
Algert Global
California
$1.92M
T. Rowe Price Associates
95
T. Rowe Price Associates
Maryland
$1.74M +$51.5K +578 +3%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.73M +$380K +4,262 +29%
MIM
97
MetLife Investment Management
New Jersey
$1.73M
Deutsche Bank
98
Deutsche Bank
Germany
$1.65M +$193K +2,161 +13%
AIG
99
American International Group
New York
$1.65M +$57.9K +650 +4%
New York State Common Retirement Fund
100
New York State Common Retirement Fund
New York
$1.56M +$11.4K +128 +0.7%

HLNE Hedge Fund Activity: Q3 2023 in Review

216 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q3 2023, worth a combined $3.21B — up 9.7% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HLNE positions and 17 closed out — a net gain of 16 holders — while 84 added to existing stakes and 70 trimmed.

The largest buyer was Millennium Management, adding an estimated $54.3M. The largest seller was Wasatch Advisors, cutting an estimated $63.5M.

  • 216 institutional investors held Hamilton Lane (HLNE) as of Q3 2023, up from 201 in Q2 2023.
  • Funds reported $3.21B of Hamilton Lane stock for Q3 2023, up 9.7% quarter-over-quarter.
  • 33 funds opened new Hamilton Lane positions in Q3 2023 and 17 closed out, a net change of +16 holders.
  • The largest Hamilton Lane buyer in Q3 2023 was Millennium Management, an estimated $54.3M added.
  • The largest Hamilton Lane seller in Q3 2023 was Wasatch Advisors, an estimated $63.5M sold.

Based on aggregated 13F filings for Q3 2023.