Hamilton Lane
HLNE
147 hedge funds and large institutions have $2.02B invested in Hamilton Lane in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 70 increasing their positions, 27 reducing their positions, and 12 closing their positions.
242% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 12
159% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 27
33% more capital invested
Capital invested by funds: $1.51B → $2.02B (+$503M)
25% more funds holding
Funds holding: 118 → 147 (+29)
0.36% less ownership
Funds ownership: 91.71% → 91.34% (-0.36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$42.8M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$38.7M |
| 3 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$23.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$20.8M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$19.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TGHSA
TPG Group Holdings (SBS) Advisors
Fort Worth,
Texas
|
-$79.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$33.8M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$6.77M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$4.65M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$4.18M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Jane Street
New York
| – | -$236K | -4,274 | Closed |
|
|
SRAM
152
Stone Ridge Asset Management
New York
| – | -$214K | -3,863 | Closed |
|
|
FMT
153
First Mercantile Trust
Cordova,
Tennessee
| – | -$180K | -3,253 | Closed |
|
|
MAM
154
Meeder Asset Management
Dublin,
Ohio
| – | -$26K | -476 | Closed |
|
|
AIM
155
Aigen Investment Management
New York
| – | -$20K | -361 | Closed |
|
156
Bessemer Group
Woodbridge,
New Jersey
| – | -$1K | -12 | Closed |
|
HLNE Hedge Fund Activity: Q2 2020 in Review
147 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q2 2020, worth a combined $2.02B — up 33% from $1.51B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new HLNE positions and 12 closed out — a net gain of 29 holders — while 70 added to existing stakes and 27 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $42.8M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $79.4M.
- 147 institutional investors held Hamilton Lane (HLNE) as of Q2 2020, up from 118 in Q1 2020.
- Funds reported $2.02B of Hamilton Lane stock for Q2 2020, up 33% quarter-over-quarter.
- 41 funds opened new Hamilton Lane positions in Q2 2020 and 12 closed out, a net change of +29 holders.
- The largest Hamilton Lane buyer in Q2 2020 was JP Morgan Chase, an estimated $42.8M added.
- The largest Hamilton Lane seller in Q2 2020 was TPG Group Holdings (SBS) Advisors, an estimated $79.4M sold.
Based on aggregated 13F filings for Q2 2020.