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Hamilton Lane
HLNE

169 hedge funds and large institutions have $3.02B invested in Hamilton Lane in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

17% more capital invested

Capital invested by funds: $2.58B → $3.02B (+$440M)

14% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 57

10% more funds holding

Funds holding: 154 → 169 (+15)

0.55% less ownership

Funds ownership: 94.48% → 93.93% (-0.55%)

Holders
169
Holders Change
+15
Holders Change %
+9.74%
% of All Funds
2.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
65
Reduced
57
Closed
15
Calls
$788K
Puts
–
Net Calls
+$788K
Net Calls Change
+$507K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$70.9M
2
WA
Wasatch Advisors
Utah
+$33M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$32.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$26.7M
5
Fidelity International
Fidelity International
Bermuda
+$23.3M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$75.9M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$48.8M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$20.6M
4
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$12.7M
5
Renaissance Technologies
Renaissance Technologies
New York
-$12.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mirae Asset Global Investments
126
Mirae Asset Global Investments
South Korea
$334K +$31.7K +375 +11%
AQR Capital Management
127
AQR Capital Management
Connecticut
$319K -$396K -4,688 -57%
HC
128
Henshaw Capital
Massachusetts
$283K – – –
Victory Capital Management
129
Victory Capital Management
Texas
$276K -$5.83K -69 -2%
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$267K +$33K +390 +15%
XT
131
XTX Topco
Cayman Islands
$266K +$254K +3,004 New
Janus Henderson Group
132
Janus Henderson Group
United Kingdom
$254K +$242K +2,867 New
Prudential Financial
133
Prudential Financial
New Jersey
$250K +$238K +2,819 New
PP
134
Paloma Partners
Connecticut
$250K +$238K +2,822 New
TRCT
135
Tower Research Capital (TRC)
New York
$249K +$55.6K +658 +31%
Skandinaviska Enskilda Banken (SEB)
136
Skandinaviska Enskilda Banken (SEB)
Sweden
$248K +$237K +2,800 New
Teacher Retirement System of Texas
137
Teacher Retirement System of Texas
Texas
$242K +$231K +2,736 New
Acadian Asset Management
138
Acadian Asset Management
Massachusetts
$240K – – –
AIP
139
Ameritas Investment Partners
Nebraska
$238K – – –
Citigroup
140
Citigroup
New York
$218K -$340K -4,024 -62%
Qube Research & Technologies (QRT)
141
Qube Research & Technologies (QRT)
United Kingdom
$216K +$206K +2,434 New
PFPT
142
Pinnacle Financial Partners (Tennessee)
Tennessee
$215K -$18.9K -224 -8%
BPA
143
Beacon Pointe Advisors
California
$207K +$197K +2,328 New
VI
144
Vestcor Inc
New Brunswick, Canada
$105K – – –
LSA
145
Leonteq Securities AG
Switzerland
$104K +$4.56K +54 +5%
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$85K -$345K -4,079 -82%
HIA
147
Harbor Investment Advisory
Maryland
$55K – – –
EIP
148
Ellis Investment Partners
Pennsylvania
$45K +$169 +2 +0.4%
US Bancorp
149
US Bancorp
Minnesota
$36K -$31.4K -372 -48%
FPS
150
Fieldpoint Private Securities
Connecticut
$21K +$20.3K +240 New
4 5
6
7 8

HLNE Hedge Fund Activity: Q1 2021 in Review

169 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q1 2021, worth a combined $3.02B — up 17% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HLNE positions and 15 closed out — a net gain of 16 holders — while 65 added to existing stakes and 57 trimmed.

The largest buyer was Ameriprise, adding an estimated $70.9M. The largest seller was AllianceBernstein, cutting an estimated $75.9M.

  • 169 institutional investors held Hamilton Lane (HLNE) as of Q1 2021, up from 154 in Q4 2020.
  • Funds reported $3.02B of Hamilton Lane stock for Q1 2021, up 17% quarter-over-quarter.
  • 31 funds opened new Hamilton Lane positions in Q1 2021 and 15 closed out, a net change of +16 holders.
  • The largest Hamilton Lane buyer in Q1 2021 was Ameriprise, an estimated $70.9M added.
  • The largest Hamilton Lane seller in Q1 2021 was AllianceBernstein, an estimated $75.9M sold.

Based on aggregated 13F filings for Q1 2021.