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Hamilton Lane
HLNE

Overview Fund Activity

185 hedge funds and large institutions have $3.06B invested in Hamilton Lane in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+18
Holders Change %
+10.78%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
83
Reduced
42
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$32M
2
Principal Financial Group
Principal Financial Group
Iowa
+$27.8M
3
CCM
Copeland Capital Management
Pennsylvania
+$24.1M
4
Capital International Investors
Capital International Investors
California
+$17.2M
5
ClearBridge Investments
ClearBridge Investments
New York
+$11.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$43.8M
2
Ameriprise
Ameriprise
Minnesota
-$40.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$30.6M
4
BlackRock
BlackRock
New York
-$24.3M
5
Goldman Sachs
Goldman Sachs
New York
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
151
UBS Group
Switzerland
$126K -$656K -7,231 -84%
BNP Paribas Financial Markets
152
BNP Paribas Financial Markets
France
$118K -$280K -3,077 -70%
TRCT
153
Tower Research Capital (TRC)
New York
$114K -$142K -1,557 -55%
VI
154
Vestcor Inc
New Brunswick, Canada
$108K – – –
HIA
155
Harbor Investment Advisory
Maryland
$57K – – –
FPS
156
Fieldpoint Private Securities
Connecticut
$48K +$26.1K +285 +119%
EIP
157
Ellis Investment Partners
Pennsylvania
$46K +$90 +1 +0.2%
HNB
158
Huntington National Bank
Ohio
$43K +$43K +467 New
US Bancorp
159
US Bancorp
Minnesota
$41K +$4.62K +51 +13%
CFGS
160
Concourse Financial Group Securities
Alabama
$31K +$16.2K +175 +109%
Fuller & Thaler Asset Management
161
Fuller & Thaler Asset Management
California
$18K – – –
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$15K +$4.23K +46 +39%
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$15K +$15K +160 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
164
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14K – – –
ASN
165
Advisory Services Network
Georgia
$13K +$13K +148 New
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$10K +$10K +114 New
SWM
167
Spire Wealth Management
Virginia
$9K +$9K +100 New
IPW
168
IronBridge Private Wealth
Texas
$7K – – –
FF
169
FourThought Financial
Florida
$7K +$7K +78 New
KFP
170
KB Financial Partners
New Jersey
$6K -$1.46K -17 -20%
WPA
171
West Paces Advisors
Georgia
$4.28K +$4.28K +47 New
EVM
172
Eaton Vance Management
Massachusetts
$4K – – –
S
173
SignatureFD
Georgia
$4K +$2.53K +31 +172%
AAP
174
Arax Advisory Partners
Colorado
$4K +$4K +49 New
TWA
175
TCI Wealth Advisors
Arizona
$3K +$686 +8 +30%
4 5 6
7
8