HLNE icon

Hamilton Lane
HLNE

Overview Fund Activity

186 hedge funds and large institutions have $2.94B invested in Hamilton Lane in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 88 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
88
Reduced
46
Closed
21
Calls
$2.62M
Puts
–
Net Calls
+$2.62M
Net Calls Change
+$2.62M

Top Buyers

1
WA
Wasatch Advisors
Utah
+$36.2M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$32M
3
FAM
Fred Alger Management
New York
+$22.7M
4
Capital International Investors
Capital International Investors
California
+$21.6M
5
CCM
Copeland Capital Management
Pennsylvania
+$12.7M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
-$35.3M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$25.1M
3
Macquarie Group
Macquarie Group
Australia
-$18.6M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$15.9M
5
Fidelity International
Fidelity International
Bermuda
-$4.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
ABC
151
Associated Banc-Corp
Wisconsin
$202K – – –
PI
152
PEAK6 Investments
Illinois
$173K +$173K +2,037 New
HIA
153
Harbor Investment Advisory
Maryland
$161K +$108K +1,269 +203%
TRCT
154
Tower Research Capital (TRC)
New York
$142K +$36.2K +428 +34%
VI
155
Vestcor Inc
New Brunswick, Canada
$100K – – –
CFGS
156
Concourse Financial Group Securities
Alabama
$71K +$42.5K +499 +149%
HNB
157
Huntington National Bank
Ohio
$52K +$12.2K +143 +31%
FPS
158
Fieldpoint Private Securities
Connecticut
$45K – – –
EIP
159
Ellis Investment Partners
Pennsylvania
$43K +$167 +2 +0.4%
US Bancorp
160
US Bancorp
Minnesota
$42K +$3.95K +47 +10%
CMBA
161
C.M. Bidwell & Associates
Hawaii
$38K +$38K +449 New
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$30K +$16.6K +199 +124%
SWM
163
Spire Wealth Management
Virginia
$30K +$21.4K +250 +250%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$13K -$1.61K -18 -11%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
165
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13K – – –
AF
166
Allworth Financial
California
$11K +$11K +128 New
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$10K – – –
FF
168
FourThought Financial
Florida
$9K +$2.79K +35 +45%
S
169
SignatureFD
Georgia
$8K +$3.87K +46 +94%
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$7K +$7K +89 New
IPW
171
IronBridge Private Wealth
Texas
$6K – – –
EVM
172
Eaton Vance Management
Massachusetts
$5K – – –
TWA
173
TCI Wealth Advisors
Arizona
$5K +$1.76K +19 +54%
AAP
174
Arax Advisory Partners
Colorado
$4K – – –
WPA
175
West Paces Advisors
Georgia
$3.99K – – –
5 6
7
8 9