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Hamilton Lane
HLNE

Overview Fund Activity

214 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, 82 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+15
Holders Change %
+7.54%
% of All Funds
3.41%
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
82
Reduced
70
Closed
17
Calls
$1.83M
Puts
$18K
Net Calls
+$1.81M
Net Calls Change
-$702K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$73.6M
2
Prudential Financial
2
Prudential Financial
New Jersey
$10.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$42.8M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$75.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$21.4M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$254M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$216M
3
TCM
3
TimesSquare Capital Management
New York
$42.1M
4
Wells Fargo
4
Wells Fargo
California
$11.2M
5
NIG
5
NFJ Investment Group
Texas
$6.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
151
Citigroup
New York
$330K -$1.19M -13,120 -78%
AIP
152
Ameritas Investment Partners
Nebraska
$329K +$55.4K +613 +20%
Pictet Asset Management
153
Pictet Asset Management
Switzerland
$319K +$319K +3,524 New
CAN
154
Cetera Advisor Networks
California
$315K +$17.3K +191 +6%
OSAM
155
O'Shaughnessy Asset Management
Connecticut
$307K +$307K +3,391 New
API
156
Advisor Partners II
California
$305K +$305K +3,368 New
YMRC
157
Yorktown Management & Research Company
Virginia
$298K +$298K +3,300 New
PRC
158
Pearl River Capital
Michigan
$290K +$290K +3,206 New
Acadian Asset Management
159
Acadian Asset Management
Massachusetts
$279K +$98.1K +1,089 +54%
AA
160
AlphaMark Advisors
Kentucky
$278K +$278K +3,072 New
Schroder Investment Management Group
161
Schroder Investment Management Group
United Kingdom
$276K +$276K +3,048 New
PTC
162
Petrus Trust Company
Texas
$264K – – –
ACM
163
Argent Capital Management
Missouri
$263K +$263K +2,909 New
MML Investors Services
164
MML Investors Services
Massachusetts
$258K +$258K +2,848 New
PAS
165
Park Avenue Securities
New York
$228K +$228K +2,516 New
PFO
166
Pathstone Family Office
New Jersey
$202K +$202K +2,231 New
ZCM
167
Ziegler Capital Management
Illinois
$202K +$202K +2,234 New
MLICM
168
Metropolitan Life Insurance Company (MetLife)
New York
$190K +$12K +133 +7%
Point72 Asset Management
169
Point72 Asset Management
Connecticut
$172K +$172K +1,900 New
N
170
Natixis
France
$170K – – –
CI Investments Inc
171
CI Investments Inc
Ontario, Canada
$155K +$155K +1,719 New
Nomura Asset Management
172
Nomura Asset Management
Japan
$146K +$15.2K +168 +12%
Allspring Global Investments
173
Allspring Global Investments
North Carolina
$131K -$525K -5,806 -80%
HIA
174
Harbor Investment Advisory
Maryland
$124K -$88.3K -976 -42%
HNB
175
Huntington National Bank
Ohio
$120K -$3.71K -41 -3%
5 6
7
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