HLNE icon

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 %
NS
126
NBC Securities
Alabama
$970K -$68.3K -602 -7%
Victory Capital Management
127
Victory Capital Management
Texas
$968K -$31.9K -281 -3%
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$888K +$47K +414 +6%
TRCT
129
Tower Research Capital (TRC)
New York
$866K +$838K +7,385 +2,990%
DWA
130
Delap Wealth Advisory
Oregon
$826K +$380K +3,346 +85%
AQR Capital Management
131
AQR Capital Management
Connecticut
$823K -$222K -1,953 -21%
EAM
132
Erste Asset Management
Austria
$799K -$38.7K -336 -5%
BBHC
133
Brown Brothers Harriman & Co
New York
$781K – – –
Handelsbanken Fonder
134
Handelsbanken Fonder
Sweden
$737K – – –
VF
135
Virtu Financial
New York
$703K +$703K +6,200 New
ProShare Advisors
136
ProShare Advisors
Maryland
$687K +$148K +1,302 +27%
State of Wisconsin Investment Board
137
State of Wisconsin Investment Board
Wisconsin
$646K -$184K -1,624 -22%
SCA
138
Snowden Capital Advisors
New York
$635K -$32.9K -290 -5%
Pathstone Holdings
139
Pathstone Holdings
New Jersey
$623K +$623K +5,489 New
CAM
140
Cresset Asset Management
Illinois
$606K +$23.9K +210 +4%
Two Sigma Advisers
141
Two Sigma Advisers
New York
$601K -$556K -4,900 -48%
Squarepoint
142
Squarepoint
New York
$597K +$597K +5,262 New
ET
143
Equitable Trust
Tennessee
$566K -$217K -1,911 -28%
Comerica Bank
144
Comerica Bank
Texas
$562K -$39.6K -349 -7%
CAN
145
Cetera Advisor Networks
California
$558K +$163K +1,433 +41%
Public Employees Retirement Association of Colorado
146
Public Employees Retirement Association of Colorado
Colorado
$535K – – –
AB
147
Amalgamated Bank
New York
$496K -$40.6K -358 -8%
Wealth Enhancement Advisory Services
148
Wealth Enhancement Advisory Services
Minnesota
$496K -$21.9K -193 -4%
PCS
149
Personal CFO Solutions
New Jersey
$479K +$22.2K +196 +5%
ACM
150
Argent Capital Management
Missouri
$471K +$141K +1,246 +43%
4 5
6
7 8