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Hamilton Lane

169 hedge funds and large institutions have $3.02B invested in Hamilton Lane in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

17% more capital invested

Capital invested by funds: $2.58B → $3.02B (+$440M)

14% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 57

10% more funds holding

Funds holding: 154169 (+15)

0.55% less ownership

Funds ownership: 94.48%93.93% (-0.55%)

Holders
169
Holders Change
+15
Holders Change %
+9.74%
% of All Funds
2.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
65
Reduced
57
Closed
15
Calls
$788K
Puts
Net Calls
+$788K
Net Calls Change
+$507K
Name Holding Trade Value Shares
Change
Change in
Stake
Fuller & Thaler Asset Management
151
Fuller & Thaler Asset Management
California
$17K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
152
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14K -$5.19M -61,444 -100%
CFGS
153
Concourse Financial Group Securities
Alabama
$14K +$13.5K +160 New
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$10K -$257K -3,039 -96%
KFP
155
KB Financial Partners
New Jersey
$8K +$7.35K +87 New
IPW
156
IronBridge Private Wealth
Texas
$7K +$1.52K +18 +31%
Bessemer Group
157
Bessemer Group
New Jersey
$6K +$5.75K +68 New
EVM
158
Eaton Vance Management
Massachusetts
$4K +$3.72K +44 New
S
159
SignatureFD
Georgia
$2K
EFSCE
160
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$1.77K +21 New
TWA
161
TCI Wealth Advisors
Arizona
$2K +$2.28K +27 New
AIG
162
American International Group
New York
$1.66K +$4.14K +49 +0.3%
VCM
163
Versant Capital Management
Arizona
$1K
PA
164
Parallel Advisors
California
$1K +$1.01K +12 New
VFA
165
Valeo Financial Advisors
Indiana
$1K +$1.27K +15 New
BBHC
166
Brown Brothers Harriman & Co
New York
$737 -$679K -8,039 -49%
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$134
Westfield Capital Management
168
Westfield Capital Management
Massachusetts
-$20.6M -263,771 Closed
TGHSA
169
TPG Group Holdings (SBS) Advisors
Texas
-$12.7M -162,994 Closed
Two Sigma Investments
170
Two Sigma Investments
New York
-$1.98M -25,307 Closed
CF
171
CNA Financial
Illinois
-$812K -10,400 Closed
KBC Group
172
KBC Group
Belgium
-$3.05M -7,104 Closed
ECM
173
ExodusPoint Capital Management
New York
-$421K -5,392 Closed
CC
174
Centiva Capital
New York
-$395K -5,063 Closed
Jane Street
175
Jane Street
New York
-$391K -5,013 Closed

HLNE Hedge Fund Activity: Q1 2021 in Review

169 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q1 2021, worth a combined $3.02B — up 17% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HLNE positions and 15 closed out — a net gain of 16 holders — while 65 added to existing stakes and 57 trimmed.

The largest buyer was Ameriprise, adding an estimated $70.9M. The largest seller was AllianceBernstein, cutting an estimated $75.9M.

  • 169 institutional investors held Hamilton Lane (HLNE) as of Q1 2021, up from 154 in Q4 2020.
  • Funds reported $3.02B of Hamilton Lane stock for Q1 2021, up 17% quarter-over-quarter.
  • 31 funds opened new Hamilton Lane positions in Q1 2021 and 15 closed out, a net change of +16 holders.
  • The largest Hamilton Lane buyer in Q1 2021 was Ameriprise, an estimated $70.9M added.
  • The largest Hamilton Lane seller in Q1 2021 was AllianceBernstein, an estimated $75.9M sold.

Based on aggregated 13F filings for Q1 2021.