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Hamilton Lane
HLNE

Overview Fund Activity

199 hedge funds and large institutions have $2.93B invested in Hamilton Lane in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 91 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-8
Holders Change %
-3.86%
% of All Funds
3.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
91
Reduced
62
Closed
25
Calls
$2.52M
Puts
$7K
Net Calls
+$2.51M
Net Calls Change
+$2.49M

Top Buyers

1
EIP
1
Epoch Investment Partners
New York
$31.4M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$27.1M
3
BlackRock
3
BlackRock
New York
$248M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$29.9M
5
Invesco
5
Invesco
Georgia
$105M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$61.9M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$26.9M
3
WA
3
Wasatch Advisors
Utah
$282M
4
Millennium Management
4
Millennium Management
New York
$16.3M
5
Deutsche Bank
5
Deutsche Bank
Germany
$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
101
J.P. Morgan Private Wealth Advisors
California
$1.36M -$181K -2,261 -12%
Citigroup
102
Citigroup
New York
$1.34M +$1.19M +14,938 +818%
Deutsche Bank
103
Deutsche Bank
Germany
$1.29M -$7.62M -95,232 -86%
HSBC Holdings
104
HSBC Holdings
United Kingdom
$1.26M +$55.9K +695 +5%
CSS
105
Cubist Systematic Strategies
Connecticut
$1.24M -$4.01M -50,107 -76%
VOYA Investment Management
106
VOYA Investment Management
Georgia
$1.24M +$167K +2,092 +16%
Ensign Peak Advisors
107
Ensign Peak Advisors
Utah
$1.23M – – –
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.19M +$34.6K +433 +3%
SGI
109
Summit Global Investments
Utah
$1.06M +$1.06M +13,275 New
M&T Bank
110
M&T Bank
New York
$1.05M -$4.08K -51 -0.4%
FA
111
FDx Advisors
Illinois
$1.04M +$511K +6,391 +98%
IEFM
112
IQ EQ Fund Management
Ireland
$1.02M -$130K -1,623 -11%
KWM
113
Keebeck Wealth Management
Illinois
$972K +$544K +6,774 +127%
Natixis Advisors
114
Natixis Advisors
Massachusetts
$959K +$959K +11,990 New
FFP
115
FourThought Financial Partners
Florida
$952K +$132K +1,653 +16%
EAM
116
EFG Asset Management
Oregon
$922K -$75.5K -943 -8%
EGM
117
Engineers Gate Manager
New York
$845K +$144K +1,802 +21%
Fuller & Thaler Asset Management
118
Fuller & Thaler Asset Management
California
$841K +$170K +2,124 +25%
ASRS
119
Arizona State Retirement System
Arizona
$723K -$111K -1,382 -13%
SO
120
STRS Ohio
Ohio
$703K +$200K +2,500 +40%
OPS
121
Orion Portfolio Solutions
Nebraska
$671K +$231K +2,884 +52%
BCI
122
Brinker Capital Investments
Pennsylvania
$671K +$231K +2,884 +52%
Teacher Retirement System of Texas
123
Teacher Retirement System of Texas
Texas
$635K +$123K +1,538 +24%
ET
124
Equitable Trust
Tennessee
$635K – – –
VHAM
125
Van Hulzen Asset Management
California
$616K +$111K +1,386 +22%
3 4
5
6 7