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Hamilton Lane
HLNE

Overview Fund Activity

186 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, 88 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
88
Reduced
46
Closed
21
Calls
$2.62M
Puts
–
Net Calls
+$2.62M
Net Calls Change
+$2.62M

Top Buyers

1
WA
Wasatch Advisors
Utah
+$36.2M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$32M
3
FAM
Fred Alger Management
New York
+$22.7M
4
Capital International Investors
Capital International Investors
California
+$21.6M
5
CCM
Copeland Capital Management
Pennsylvania
+$12.7M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
-$35.3M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$25.1M
3
Macquarie Group
Macquarie Group
Australia
-$18.6M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$15.9M
5
Fidelity International
Fidelity International
Bermuda
-$4.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
176
Parallel Advisors
California
$3K +$1.88K +20 +167%
QCG
177
Quadrant Capital Group
Ohio
$3K +$2.83K +34 +1,700%
NFG
178
Next Financial Group
Texas
$2K +$333 +3 +20%
CWC
179
Carolinas Wealth Consulting
North Carolina
$2K +$545 +6 +38%
BCWM
180
Bartlett & Co Wealth Management
Ohio
$1.45K +$1.45K +17 New
TPCW
181
TD Private Client Wealth
New York
$1.27K +$933 +11 +275%
VCM
182
Versant Capital Management
Arizona
$1K – – –
BIA
183
Bell Investment Advisors
California
$1K +$1K +6 New
BC
184
Bartlett & Co
Ohio
$1K +$1K +17 New
BBHC
185
Brown Brothers Harriman & Co
New York
$584 – – –
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$128 – – –
Brown Advisory
187
Brown Advisory
Maryland
– -$35.3M -386,941 Closed
Aberdeen Group
188
Aberdeen Group
United Kingdom
– -$25.1M -274,622 Closed
Squarepoint
189
Squarepoint
New York
– -$1.61M -17,707 Closed
N
190
Natixis
France
– -$1.14M -12,500 Closed
Nomura Holdings
191
Nomura Holdings
Japan
– -$769K -8,500 Closed
DTL
192
Dynamic Technology Lab
Singapore
– -$495K -5,430 Closed
GPGA
193
Grandeur Peak Global Advisors
Utah
– -$481K -5,275 Closed
Mirae Asset Global Investments
194
Mirae Asset Global Investments
South Korea
– -$456K -5,007 Closed
DA
195
Duality Advisers
Florida
– -$453K -4,968 Closed
AA
196
ALPS Advisors
Colorado
– -$351K -3,850 Closed
PP
197
Paloma Partners
Connecticut
– -$330K -3,622 Closed
BAM
198
Blueshift Asset Management
New Jersey
– -$288K -3,159 Closed
Victory Capital Management
199
Victory Capital Management
Texas
– -$280K -3,077 Closed
BPA
200
Beacon Pointe Advisors
California
– -$212K -2,328 Closed
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