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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
JMPWA
101
JP Morgan Private Wealth Advisors
California
$1.49M -$54.6K -613 -4%
D.E. Shaw & Co
102
D.E. Shaw & Co
New York
$1.47M -$969K -10,875 -40%
VOYA Investment Management
103
VOYA Investment Management
Georgia
$1.42M +$17.6K +198 +1%
Ensign Peak Advisors
104
Ensign Peak Advisors
Utah
$1.4M
AIMCA
105
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.32M -$378K -4,246 -22%
Jane Street
106
Jane Street
New York
$1.28M +$635K +7,127 +102%
Two Sigma Investments
107
Two Sigma Investments
New York
$1.24M -$3.76M -42,192 -76%
KWM
108
Keebeck Wealth Management
Illinois
$1.22M +$116K +1,306 +11%
EAM
109
EFG Asset Management
Oregon
$1.18M +$141K +1,581 +14%
Natixis Advisors
110
Natixis Advisors
Massachusetts
$1.18M +$97.9K +1,099 +9%
SO
111
STRS Ohio
Ohio
$1.18M +$383K +4,300 +49%
M&T Bank
112
M&T Bank
New York
$1.14M -$47.8K -537 -4%
BA
113
Bridgewater Associates
Connecticut
$1.06M +$1.04M +11,678 New
Teacher Retirement System of Texas
114
Teacher Retirement System of Texas
Texas
$1.04M +$317K +3,563 +45%
HSBC Holdings
115
HSBC Holdings
United Kingdom
$988K -$426K -4,780 -31%
FFP
116
FourThought Financial Partners
Florida
$970K -$104K -1,173 -10%
VHAM
117
Van Hulzen Asset Management
California
$963K +$263K +2,954 +38%
Fuller & Thaler Asset Management
118
Fuller & Thaler Asset Management
California
$930K -$20.5K -230 -2%
Two Sigma Advisers
119
Two Sigma Advisers
New York
$922K -$4.77M -53,600 -84%
BCI
120
Brinker Capital Investments
Pennsylvania
$886K +$125K +1,408 +17%
OPS
121
Orion Portfolio Solutions
Nebraska
$886K +$125K +1,408 +17%
IEFM
122
IQ EQ Fund Management
Ireland
$847K -$301K -3,374 -26%
ASRS
123
Arizona State Retirement System
Arizona
$845K +$26.5K +298 +3%
AQR Capital Management
124
AQR Capital Management
Connecticut
$833K +$358K +4,017 +77%
NS
125
NBC Securities
Alabama
$827K +$815K +9,153 New

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.