Hamilton Lane
HLNE
169 hedge funds and large institutions have $3.02B invested in Hamilton Lane in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 15 closing their positions.
107% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 15
17% more capital invested
Capital invested by funds: $2.58B → $3.02B (+$440M)
14% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 57
10% more funds holding
Funds holding: 154 → 169 (+15)
0.55% less ownership
Funds ownership: 94.48% → 93.93% (-0.55%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$70.9M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$33M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$32.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$26.7M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
+$23.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$75.9M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$48.8M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
-$20.6M |
| 4 |
TGHSA
TPG Group Holdings (SBS) Advisors
Fort Worth,
Texas
|
-$12.7M |
| 5 |
Renaissance Technologies
New York
|
-$12.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DA
176
Duality Advisers
Miami,
Florida
| – | -$371K | -4,749 | Closed |
|
|
QSS
177
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| – | -$247K | -3,163 | Closed |
|
|
PRC
178
Pearl River Capital
Niles,
Michigan
| – | -$200K | -2,567 | Closed |
|
|
RA
179
Rational Advisors
Huntington,
New York
| – | -$48K | -618 | Closed |
|
|
CTFG
180
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| – | -$19K | -241 | Closed |
|
|
PWPS
181
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$2K | -24 | Closed |
|
182
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$1K | -7 | Closed |
|
|
MWP
183
Meridian Wealth Partners
Exton,
Pennsylvania
| – | +$338 | +4 | New |
|
|
SFS
184
Sowell Financial Services
North Little Rock,
Arkansas
| – | +$422 | +5 | New |
|
HLNE Hedge Fund Activity: Q1 2021 in Review
169 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q1 2021, worth a combined $3.02B — up 17% from $2.58B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new HLNE positions and 15 closed out — a net gain of 16 holders — while 65 added to existing stakes and 57 trimmed.
The largest buyer was Ameriprise, adding an estimated $70.9M. The largest seller was AllianceBernstein, cutting an estimated $75.9M.
- 169 institutional investors held Hamilton Lane (HLNE) as of Q1 2021, up from 154 in Q4 2020.
- Funds reported $3.02B of Hamilton Lane stock for Q1 2021, up 17% quarter-over-quarter.
- 31 funds opened new Hamilton Lane positions in Q1 2021 and 15 closed out, a net change of +16 holders.
- The largest Hamilton Lane buyer in Q1 2021 was Ameriprise, an estimated $70.9M added.
- The largest Hamilton Lane seller in Q1 2021 was AllianceBernstein, an estimated $75.9M sold.
Based on aggregated 13F filings for Q1 2021.