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Hamilton Lane

216 hedge funds and large institutions have $3.21B invested in Hamilton Lane in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,050% more call options, than puts

Call options by funds: $1.83M | Put options by funds: $18K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

20% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 70

10% more capital invested

Capital invested by funds: $2.93B → $3.21B (+$283M)

7% more funds holding

Funds holding: 201216 (+15)

3.02% less ownership

Funds ownership: 94.98%91.96% (-3%)

Holders
216
Holders Change
+15
Holders Change %
+7.46%
% of All Funds
3.43%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
33
Increased
84
Reduced
70
Closed
17
Calls
$1.83M
Puts
$18K
Net Calls
+$1.81M
Net Calls Change
-$702K
Name Holding Trade Value Shares
Change
Change in
Stake
HW
151
Hancock Whitney
Mississippi
$331K -$10.9K -122 -3%
Citigroup
152
Citigroup
New York
$330K -$1.17M -13,120 -78%
AIP
153
Ameritas Investment Partners
Nebraska
$329K +$54.6K +613 +20%
Pictet Asset Management
154
Pictet Asset Management
Switzerland
$319K +$314K +3,524 New
CAN
155
Cetera Advisor Networks
California
$315K +$17K +191 +6%
OSAM
156
O'Shaughnessy Asset Management
Connecticut
$307K +$302K +3,391 New
API
157
Advisor Partners II
California
$305K +$300K +3,368 New
YMRC
158
Yorktown Management & Research Company
Virginia
$298K +$294K +3,300 New
PRC
159
Pearl River Capital
Michigan
$290K +$286K +3,206 New
Acadian Asset Management
160
Acadian Asset Management
Massachusetts
$279K +$97K +1,089 +54%
AA
161
AlphaMark Advisors
Kentucky
$278K +$274K +3,072 New
Schroder Investment Management Group
162
Schroder Investment Management Group
United Kingdom
$276K +$272K +3,048 New
PTC
163
Petrus Trust Company
Texas
$264K
ACM
164
Argent Capital Management
Missouri
$263K +$259K +2,909 New
MML Investors Services
165
MML Investors Services
Massachusetts
$258K +$254K +2,848 New
PAS
166
Park Avenue Securities
New York
$228K +$224K +2,516 New
PFO
167
Pathstone Family Office
New Jersey
$202K +$199K +2,231 New
ZCM
168
Ziegler Capital Management
Illinois
$202K +$199K +2,234 New
MLICM
169
Metropolitan Life Insurance Company (MetLife)
New York
$190K +$11.8K +133 +7%
Point72 Asset Management
170
Point72 Asset Management
Connecticut
$172K +$169K +1,900 New
N
171
Natixis
France
$170K
CI Investments Inc
172
CI Investments Inc
Ontario, Canada
$155K +$153K +1,719 New
Nomura Asset Management
173
Nomura Asset Management
Japan
$146K +$15K +168 +12%
Allspring Global Investments
174
Allspring Global Investments
North Carolina
$131K -$517K -5,806 -80%
HIA
175
Harbor Investment Advisory
Maryland
$124K -$86.9K -976 -42%

HLNE Hedge Fund Activity: Q3 2023 in Review

216 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q3 2023, worth a combined $3.21B — up 9.7% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HLNE positions and 17 closed out — a net gain of 16 holders — while 84 added to existing stakes and 70 trimmed.

The largest buyer was Millennium Management, adding an estimated $54.3M. The largest seller was Wasatch Advisors, cutting an estimated $63.5M.

  • 216 institutional investors held Hamilton Lane (HLNE) as of Q3 2023, up from 201 in Q2 2023.
  • Funds reported $3.21B of Hamilton Lane stock for Q3 2023, up 9.7% quarter-over-quarter.
  • 33 funds opened new Hamilton Lane positions in Q3 2023 and 17 closed out, a net change of +16 holders.
  • The largest Hamilton Lane buyer in Q3 2023 was Millennium Management, an estimated $54.3M added.
  • The largest Hamilton Lane seller in Q3 2023 was Wasatch Advisors, an estimated $63.5M sold.

Based on aggregated 13F filings for Q3 2023.