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Hamilton Lane
HLNE

Overview Fund Activity

238 hedge funds and large institutions have $4.27B invested in Hamilton Lane in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 72 increasing their positions, 90 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+24
Holders Change %
+11.21%
% of All Funds
3.49%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
46
Increased
72
Reduced
90
Closed
16
Calls
$8.19M
Puts
$45K
Net Calls
+$8.15M
Net Calls Change
+$6.34M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$92.6M
2
Morgan Stanley
Morgan Stanley
New York
+$83.4M
3
EIP
Epoch Investment Partners
New York
+$47.2M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$36.8M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$32.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$101M
2
WA
Wasatch Advisors
Utah
-$15.9M
3
Principal Financial Group
Principal Financial Group
Iowa
-$13.9M
4
Polen Capital Management
Polen Capital Management
Florida
-$13.8M
5
TCM
TimesSquare Capital Management
New York
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
151
Mackenzie Financial
Ontario, Canada
$454K -$586K -5,166 -56%
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$448K -$11.2K -99 -2%
AIP
153
Ameritas Investment Partners
Nebraska
$429K +$17.2K +152 +4%
Pictet Asset Management
154
Pictet Asset Management
Switzerland
$426K +$25.9K +228 +6%
SOW
155
State of Wyoming
Wyoming
$415K -$116K -1,024 -22%
HW
156
Hancock Whitney
Mississippi
$415K -$454 -4 -0.1%
RJT
157
Raymond James Trust
Florida
$406K -$69.1K -609 -15%
ZCM
158
Ziegler Capital Management
Illinois
$400K +$146K +1,291 +58%
ICM
159
Islay Capital Management
Texas
$378K +$378K +3,334 New
OSAM
160
O'Shaughnessy Asset Management
Connecticut
$375K -$9.87K -87 -3%
YMRC
161
Yorktown Management & Research Company
Virginia
$374K – – –
CRI
162
Colonial River Investments
Virginia
$319K +$319K +2,809 New
PRC
163
Pearl River Capital
Michigan
$289K -$74.8K -659 -21%
Schroder Investment Management Group
164
Schroder Investment Management Group
United Kingdom
$281K -$64.8K -571 -19%
PAS
165
Park Avenue Securities
New York
$276K -$9.18K -81 -3%
MML Investors Services
166
MML Investors Services
Massachusetts
$273K -$50.2K -442 -16%
CC
167
Centiva Capital
New York
$261K +$261K +2,301 New
CI Investments Inc
168
CI Investments Inc
Ontario, Canada
$255K +$59.9K +528 +31%
Walleye Capital
169
Walleye Capital
New York
$252K +$252K +2,223 New
X
170
Xponance
Pennsylvania
$251K +$251K +2,215 New
CCA
171
Conservest Capital Advisors
Pennsylvania
$244K +$244K +2,150 New
MAM
172
Martingale Asset Management
Massachusetts
$239K +$239K +2,105 New
MLICM
173
Metropolitan Life Insurance Company (MetLife)
New York
$239K – – –
Envestnet Portfolio Solutions
174
Envestnet Portfolio Solutions
Illinois
$237K +$237K +2,086 New
MKA
175
M. Kulyk & Associates
Georgia
$235K +$235K +2,072 New
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