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Hamilton Lane
HLNE

Overview Fund Activity

185 hedge funds and large institutions have $3.06B invested in Hamilton Lane in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+18
Holders Change %
+10.78%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
83
Reduced
42
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$32M
2
Principal Financial Group
Principal Financial Group
Iowa
+$27.8M
3
CCM
Copeland Capital Management
Pennsylvania
+$24.1M
4
Capital International Investors
Capital International Investors
California
+$17.2M
5
ClearBridge Investments
ClearBridge Investments
New York
+$11.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$43.8M
2
Ameriprise
Ameriprise
Minnesota
-$40.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$30.6M
4
BlackRock
BlackRock
New York
-$24.3M
5
Goldman Sachs
Goldman Sachs
New York
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
126
Winton Group
United Kingdom
$361K +$13.6K +149 +4%
AA
127
ALPS Advisors
Colorado
$351K – – –
PP
128
Paloma Partners
Connecticut
$330K +$72.9K +800 +28%
Janus Henderson Group
129
Janus Henderson Group
United Kingdom
$314K +$52.7K +578 +20%
AQR Capital Management
130
AQR Capital Management
Connecticut
$310K -$17.9K -196 -5%
M&T Bank
131
M&T Bank
New York
$304K +$304K +3,335 New
Acadian Asset Management
132
Acadian Asset Management
Massachusetts
$292K +$45.2K +497 +18%
BAM
133
Blueshift Asset Management
New Jersey
$288K +$288K +3,159 New
Victory Capital Management
134
Victory Capital Management
Texas
$280K -$4.1K -45 -1%
Prudential Financial
135
Prudential Financial
New Jersey
$280K +$23.7K +261 +9%
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$275K – – –
LPL Financial
137
LPL Financial
California
$274K +$274K +3,008 New
AIP
138
Ameritas Investment Partners
Nebraska
$245K – – –
CAM
139
Cresset Asset Management
Illinois
$237K +$237K +2,588 New
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
$235K -$171K -1,876 -42%
PFP
141
Pinnacle Financial Partners
Tennessee
$233K +$11.9K +131 +5%
PWA
142
Pinnacle Wealth Advisors
Tennessee
$233K +$233K +2,560 New
JPMPWA
143
J.P. Morgan Private Wealth Advisors
California
$226K +$226K +2,475 New
ABC
144
Associated Banc-Corp
Wisconsin
$218K +$218K +2,387 New
BPA
145
Beacon Pointe Advisors
California
$212K – – –
Comerica Bank
146
Comerica Bank
Texas
$212K +$212K +2,413 New
JF
147
Jump Financial
Illinois
$200K +$200K +2,200 New
QT
148
Quantbot Technologies
New York
$165K +$165K +1,814 New
PHK
149
Point72 Hong Kong
Hong Kong
$141K +$141K +1,550 New
SG Americas Securities
150
SG Americas Securities
New York
$134K -$402K -4,425 -75%
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