Hamilton Lane
HLNE
122 hedge funds and large institutions have $1.5B invested in Hamilton Lane in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 35 reducing their positions, and 6 closing their positions.
283% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 6
51% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 35
15% more funds holding
Funds holding: 106 → 122 (+16)
11% more capital invested
Capital invested by funds: $1.35B → $1.5B (+$145M)
1.53% more ownership
Funds ownership: 86.48% → 88.01% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$40.8M |
| 2 |
Neuberger Berman Group
New York
|
+$22.9M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$22.3M |
| 4 |
BlackRock
New York
|
+$19.5M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$33.9M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$18.8M |
| 3 |
TCM
TimesSquare Capital Management
New York
|
-$13.7M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$6.91M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$6.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
SG Americas Securities
New York
| – | -$186K | -3,264 | Closed |
|
|
AG
127
Aperio Group
Sausalito,
California
| – | -$5K | -84 | Closed |
|
|
PCG
128
Private Capital Group
West Hartford,
Connecticut
| – | -$1K | -14 | Closed |
|
HLNE Hedge Fund Activity: Q3 2019 in Review
122 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q3 2019, worth a combined $1.5B — up 11% from $1.35B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new HLNE positions and 6 closed out — a net gain of 17 holders — while 53 added to existing stakes and 35 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $40.8M. The largest seller was Fidelity Investments, cutting an estimated $33.9M.
- 122 institutional investors held Hamilton Lane (HLNE) as of Q3 2019, up from 106 in Q2 2019.
- Funds reported $1.5B of Hamilton Lane stock for Q3 2019, up 11% quarter-over-quarter.
- 23 funds opened new Hamilton Lane positions in Q3 2019 and 6 closed out, a net change of +17 holders.
- The largest Hamilton Lane buyer in Q3 2019 was Goldman Sachs, an estimated $40.8M added.
- The largest Hamilton Lane seller in Q3 2019 was Fidelity Investments, an estimated $33.9M sold.
Based on aggregated 13F filings for Q3 2019.