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Hamilton Lane

322 hedge funds and large institutions have $6.57B invested in Hamilton Lane in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 118 increasing their positions, 95 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 41

44% more capital invested

Capital invested by funds: $4.56B → $6.57B (+$2.01B)

24% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 95

10% more funds holding

Funds holding: 294322 (+28)

5.2% more ownership

Funds ownership: 91.08%96.29% (+5.2%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

50% less call options, than puts

Call options by funds: $3.49M | Put options by funds: $7M

Holders
322
Holders Change
+28
Holders Change %
+9.52%
% of All Funds
4.62%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
71
Increased
118
Reduced
95
Closed
41
Calls
$3.49M
Puts
$7M
Net Calls
-$3.52M
Net Calls Change
-$4.64M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
126
Ameritas Investment Partners
Nebraska
$2.04M +$1.21M +8,373 +223%
Natixis Advisors
127
Natixis Advisors
Massachusetts
$2.04M -$144K -995 -8%
Handelsbanken Fonder
128
Handelsbanken Fonder
Sweden
$1.92M +$709K +4,900 +75%
AQR Capital Management
129
AQR Capital Management
Connecticut
$1.91M +$338K +2,334 +26%
LSERS
130
Louisiana State Employees Retirement System
Louisiana
$1.89M +$1.62M +11,200 New
Truist Financial
131
Truist Financial
North Carolina
$1.87M -$199K -1,375 -11%
ASRS
132
Arizona State Retirement System
Arizona
$1.87M +$47K +325 +3%
CJ
133
Caitlin John
Michigan
$1.86M +$1.41M +9,757 New
Victory Capital Management
134
Victory Capital Management
Texas
$1.8M +$210K +1,451 +16%
State Board of Administration of Florida Retirement System
135
State Board of Administration of Florida Retirement System
Florida
$1.74M
SO
136
STRS Ohio
Ohio
$1.72M -$116K -800 -7%
IIM
137
INTECH Investment Management
Florida
$1.68M +$1.45M +9,993 New
SCM
138
Sterling Capital Management
North Carolina
$1.65M +$1.42M +9,801 New
SOMRS
139
State of Michigan Retirement System
Michigan
$1.62M +$1.39M +9,600 New
M&T Bank
140
M&T Bank
New York
$1.58M -$65.7K -454 -5%
AssetMark Inc
141
AssetMark Inc
California
$1.55M +$291K +2,013 +28%
ACM
142
Argent Capital Management
Missouri
$1.53M +$158K +1,094 +14%
ProShare Advisors
143
ProShare Advisors
Maryland
$1.52M +$598K +4,130 +84%
NMIMC
144
Northwestern Mutual Investment Management Company
Wisconsin
$1.51M +$1.3M +8,992 New
COPPSERS
145
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.5M +$1.29M +8,935 New
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$1.46M +$49.2K +340 +4%
OPERF
147
Oregon Public Employees Retirement Fund
Oregon
$1.4M +$1.2M +8,300 New
SA
148
Sanctuary Advisors
Indiana
$1.39M -$30.3K -209 -3%
NMERB
149
New Mexico Educational Retirement Board
New Mexico
$1.38M +$1.19M +8,200 New
AAS
150
Avantax Advisory Services
Texas
$1.37M +$51.1K +353 +5%

HLNE Hedge Fund Activity: Q3 2024 in Review

322 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q3 2024, worth a combined $6.57B — up 44% from $4.56B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new HLNE positions and 41 closed out — a net gain of 30 holders — while 118 added to existing stakes and 95 trimmed.

The largest buyer was BlackRock, adding an estimated $266M. The largest seller was Vanguard Group, cutting an estimated $106M.

  • 322 institutional investors held Hamilton Lane (HLNE) as of Q3 2024, up from 294 in Q2 2024.
  • Funds reported $6.57B of Hamilton Lane stock for Q3 2024, up 44% quarter-over-quarter.
  • 71 funds opened new Hamilton Lane positions in Q3 2024 and 41 closed out, a net change of +30 holders.
  • The largest Hamilton Lane buyer in Q3 2024 was BlackRock, an estimated $266M added.
  • The largest Hamilton Lane seller in Q3 2024 was Vanguard Group, an estimated $106M sold.

Based on aggregated 13F filings for Q3 2024.