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Hamilton Lane
HLNE

Overview Fund Activity

238 hedge funds and large institutions have $4.27B invested in Hamilton Lane in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 72 increasing their positions, 90 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+24
Holders Change %
+11.21%
% of All Funds
3.49%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
46
Increased
72
Reduced
90
Closed
16
Calls
$8.19M
Puts
$45K
Net Calls
+$8.15M
Net Calls Change
+$6.34M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$92.6M
2
Morgan Stanley
Morgan Stanley
New York
+$83.4M
3
EIP
Epoch Investment Partners
New York
+$47.2M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$36.8M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$32.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$101M
2
WA
Wasatch Advisors
Utah
-$15.9M
3
Principal Financial Group
Principal Financial Group
Iowa
-$13.9M
4
Polen Capital Management
Polen Capital Management
Florida
-$13.8M
5
TCM
TimesSquare Capital Management
New York
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
101
Keebeck Wealth Management
Illinois
$1.93M +$403K +3,542 +26%
PI
102
PEAK6 Investments
Illinois
$1.91M +$1.91M +16,848 New
EAM
103
EFG Asset Management
Oregon
$1.83M +$344K +3,034 +23%
VOYA Investment Management
104
VOYA Investment Management
Georgia
$1.79M +$13.6K +120 +0.8%
Ensign Peak Advisors
105
Ensign Peak Advisors
Utah
$1.75M – – –
CCIA
106
Campbell & Co Investment Adviser
Maryland
$1.71M +$1.71M +15,035 New
Truist Financial
107
Truist Financial
North Carolina
$1.71M -$1.05M -9,284 -38%
Citigroup
108
Citigroup
New York
$1.64M +$1.23M +10,829 +297%
Natixis Advisors
109
Natixis Advisors
Massachusetts
$1.53M +$47.3K +417 +3%
Two Sigma Investments
110
Two Sigma Investments
New York
$1.47M -$78.4K -691 -5%
BA
111
Bridgewater Associates
Connecticut
$1.43M +$104K +916 +8%
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$1.41M -$1.27M -11,234 -47%
SO
113
STRS Ohio
Ohio
$1.36M -$125K -1,100 -8%
JFG
114
Jefferies Financial Group
New York
$1.28M +$1.28M +11,300 New
VHAM
115
Van Hulzen Asset Management
California
$1.23M +$21.4K +189 +2%
Fuller & Thaler Asset Management
116
Fuller & Thaler Asset Management
California
$1.19M +$23.8K +210 +2%
FFP
117
FourThought Financial Partners
Florida
$1.17M -$49.1K -433 -4%
IEFM
118
IQ EQ Fund Management
Ireland
$1.12M +$56.2K +495 +5%
Teacher Retirement System of Texas
119
Teacher Retirement System of Texas
Texas
$1.11M -$193K -1,700 -15%
HSBC Holdings
120
HSBC Holdings
United Kingdom
$1.11M -$132K -1,156 -11%
ASRS
121
Arizona State Retirement System
Arizona
$1.1M +$42K +370 +4%
M&T Bank
122
M&T Bank
New York
$1.1M -$332K -2,924 -23%
BCI
123
Brinker Capital Investments
Pennsylvania
$1.03M -$49.7K -451 -5%
OPS
124
Orion Portfolio Solutions
Nebraska
$1.03M -$49.7K -451 -5%
LPL Financial
125
LPL Financial
California
$991K +$38.1K +336 +4%
3 4
5
6 7