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Hamilton Lane

188 hedge funds and large institutions have $2.94B invested in Hamilton Lane in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 89 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 46

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

0.56% more ownership

Funds ownership: 92.69%93.26% (+0.56%)

1% more funds holding

Funds holding: 187188 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $3.06B → $2.94B (-$122M)

Holders
188
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
89
Reduced
46
Closed
21
Calls
$2.62M
Puts
Net Calls
+$2.62M
Net Calls Change
+$2.62M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
176
Arax Advisory Partners
Colorado
$4K
WPA
177
West Paces Advisors
Georgia
$3.99K
PA
178
Parallel Advisors
California
$3K +$1.79K +20 +167%
QCG
179
Quadrant Capital Group
Ohio
$3K +$3.04K +34 +1,700%
NFG
180
Next Financial Group
Texas
$2K +$269 +3 +20%
CWC
181
Carolinas Wealth Consulting
North Carolina
$2K +$537 +6 +38%
BCWM
182
Bartlett & Co Wealth Management
Ohio
$1.45K +$1.52K +17 New
TPCW
183
TD Private Client Wealth
New York
$1.27K +$985 +11 +275%
VCM
184
Versant Capital Management
Arizona
$1K
BIA
185
Bell Investment Advisors
California
$1K +$537 +6 New
BC
186
Bartlett & Co
Ohio
$1K +$1.52K +17 New
BBHC
187
Brown Brothers Harriman & Co
New York
$584
Nisa Investment Advisors
188
Nisa Investment Advisors
Missouri
$128
Brown Advisory
189
Brown Advisory
Maryland
-$35.3M -386,941 Closed
Aberdeen Group
190
Aberdeen Group
United Kingdom
-$25.1M -274,622 Closed
Squarepoint
191
Squarepoint
New York
-$1.61M -17,707 Closed
N
192
Natixis
France
-$1.14M -12,500 Closed
Nomura Holdings
193
Nomura Holdings
Japan
-$769K -8,500 Closed
DTL
194
Dynamic Technology Lab
Singapore
-$495K -5,430 Closed
GPGA
195
Grandeur Peak Global Advisors
Utah
-$481K -5,275 Closed
Mirae Asset Global Investments
196
Mirae Asset Global Investments
South Korea
-$456K -5,007 Closed
DA
197
Duality Advisers
Florida
-$453K -4,968 Closed
AA
198
ALPS Advisors
Colorado
-$351K -3,850 Closed
PP
199
Paloma Partners
Connecticut
-$330K -3,622 Closed
BAM
200
Blueshift Asset Management
New Jersey
-$288K -3,159 Closed

HLNE Hedge Fund Activity: Q3 2021 in Review

188 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q3 2021, worth a combined $2.94B — down 4% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HLNE positions and 21 closed out — a net gain of 2 holders — while 89 added to existing stakes and 46 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $38.2M. The largest seller was Brown Advisory, exiting entirely with an estimated $35.3M sold.

  • 188 institutional investors held Hamilton Lane (HLNE) as of Q3 2021, up from 187 in Q2 2021.
  • Funds reported $2.94B of Hamilton Lane stock for Q3 2021, down 4% quarter-over-quarter.
  • 23 funds opened new Hamilton Lane positions in Q3 2021 and 21 closed out, a net change of +2 holders.
  • The largest Hamilton Lane buyer in Q3 2021 was Wasatch Advisors, an estimated $38.2M added.
  • The largest Hamilton Lane seller in Q3 2021 was Brown Advisory, an estimated $35.3M sold.

Based on aggregated 13F filings for Q3 2021.