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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
Mackenzie Financial
126
Mackenzie Financial
Ontario, Canada
$803K +$817K +9,167 New
Victory Capital Management
127
Victory Capital Management
Texas
$797K +$134K +1,508 +21%
LPL Financial
128
LPL Financial
California
$760K +$125K +1,403 +20%
HC
129
Henshaw Capital
Massachusetts
$719K +$265K +2,973 +60%
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$671K +$70.8K +795 +12%
State of Wisconsin Investment Board
131
State of Wisconsin Investment Board
Wisconsin
$662K +$425K +4,773 +188%
EAM
132
Erste Asset Management
Austria
$658K +$15.3K +172 +2%
QT
133
Quantbot Technologies
New York
$638K +$217K +2,435 +53%
ET
134
Equitable Trust
Tennessee
$624K -$92.2K -1,035 -13%
BBHC
135
Brown Brothers Harriman & Co
New York
$623K
Handelsbanken Fonder
136
Handelsbanken Fonder
Sweden
$588K
SCA
137
Snowden Capital Advisors
New York
$533K -$28.1K -315 -5%
Comerica Bank
138
Comerica Bank
Texas
$480K +$472K +5,304 New
CAM
139
Cresset Asset Management
Illinois
$464K +$15.6K +175 +4%
ProShare Advisors
140
ProShare Advisors
Maryland
$430K -$356 -4 -0.1%
AB
141
Amalgamated Bank
New York
$428K
Public Employees Retirement Association of Colorado
142
Public Employees Retirement Association of Colorado
Colorado
$426K
SOW
143
State of Wyoming
Wyoming
$423K +$180K +2,017 +76%
Wealth Enhancement Advisory Services
144
Wealth Enhancement Advisory Services
Minnesota
$413K +$406K +4,562 New
SGI
145
Summit Global Investments
Utah
$384K -$804K -9,026 -68%
RJT
146
Raymond James Trust
Florida
$379K -$81.2K -911 -18%
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$366K -$17.3K -194 -5%
PCS
148
Personal CFO Solutions
New Jersey
$364K +$4.99K +56 +1%
DWA
149
Delap Wealth Advisory
Oregon
$356K +$351K +3,936 New
KI
150
Kapitalo Investimentos
Brazil
$355K +$350K +3,925 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.