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Hamilton Lane
HLNE

Overview Fund Activity

185 hedge funds and large institutions have $3.06B invested in Hamilton Lane in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+18
Holders Change %
+10.78%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
83
Reduced
42
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$32M
2
Principal Financial Group
Principal Financial Group
Iowa
+$27.8M
3
CCM
Copeland Capital Management
Pennsylvania
+$24.1M
4
Capital International Investors
Capital International Investors
California
+$17.2M
5
ClearBridge Investments
ClearBridge Investments
New York
+$11.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$43.8M
2
Ameriprise
Ameriprise
Minnesota
-$40.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$30.6M
4
BlackRock
BlackRock
New York
-$24.3M
5
Goldman Sachs
Goldman Sachs
New York
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
176
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
AIG
177
American International Group
New York
$1.74K +$33 +361 +2%
VCM
178
Versant Capital Management
Arizona
$1K – – –
PA
179
Parallel Advisors
California
$1K – – –
NFG
180
Next Financial Group
Texas
$1K +$1K +15 New
CWC
181
Carolinas Wealth Consulting
North Carolina
$1K +$1K +16 New
BBHC
182
Brown Brothers Harriman & Co
New York
$627 -$131 -1,440 -17%
TPCW
183
TD Private Client Wealth
New York
$364 +$364 +4 New
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$138 – – –
EIP
185
Epoch Investment Partners
New York
– -$7.35M -82,961 Closed
TD Asset Management
186
TD Asset Management
Ontario, Canada
– -$7.35M -82,953 Closed
California Public Employees Retirement System
187
California Public Employees Retirement System
California
– -$4.97M -56,157 Closed
CCM
188
CAAS Capital Management
New York
– -$3.45M -38,972 Closed
PCM
189
Pinz Capital Management
New York
– -$2.98M -33,699 Closed
AC
190
Athanor Capital
New York
– -$719K -8,120 Closed
Balyasny Asset Management
191
Balyasny Asset Management
Illinois
– -$715K -8,074 Closed
APG Asset Management
192
APG Asset Management
Netherlands
– -$377K -5,000 Closed
EA
193
Ellsworth Advisors
Ohio
– -$402K -4,540 Closed
XT
194
XTX Topco
Cayman Islands
– -$266K -3,004 Closed
Qube Research & Technologies (QRT)
195
Qube Research & Technologies (QRT)
United Kingdom
– -$216K -2,434 Closed
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
– -$85K -913 Closed
Bessemer Group
197
Bessemer Group
New Jersey
– -$6K -68 Closed
VFA
198
Valeo Financial Advisors
Indiana
– -$1K -15 Closed
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