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Hamilton Lane
HLNE

216 hedge funds and large institutions have $3.59B invested in Hamilton Lane in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 12

48% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 58

22% more capital invested

Capital invested by funds: $2.94B → $3.59B (+$654M)

15% more funds holding

Funds holding: 188 → 216 (+28)

0.1% more ownership

Funds ownership: 93.26% → 93.36% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
216
Holders Change
+28
Holders Change %
+14.89%
% of All Funds
3.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
41
Increased
86
Reduced
58
Closed
12
Calls
$1.21M
Puts
–
Net Calls
+$1.21M
Net Calls Change
-$1.41M

Top Buyers

Rank Fund Capital Flow
1
FAM
Fred Alger Management
New York
+$39.6M
2
Invesco
Invesco
Georgia
+$17.1M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$14.7M
4
Bank of America
Bank of America
North Carolina
+$8.44M
5
AII
AGF Investments Inc
Ontario, Canada
+$8.01M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$30.9M
2
Goldman Sachs
Goldman Sachs
New York
-$28.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$23M
4
TCM
TimesSquare Capital Management
New York
-$14.7M
5
BlackRock
BlackRock
New York
-$6.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
176
US Bancorp
Minnesota
$69K +$16K +156 +31%
HNB
177
Huntington National Bank
Ohio
$63K – – –
SOW
178
State of Wyoming
Wyoming
$59K +$58.2K +567 New
FPS
179
Fieldpoint Private Securities
Connecticut
$56K +$1.54K +15 +3%
EIP
180
Ellis Investment Partners
Pennsylvania
$53K +$205 +2 +0.4%
CWS
181
Confluence Wealth Services
Pennsylvania
$47K +$46.6K +454 New
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$38K +$821 +8 +2%
SWM
183
Spire Wealth Management
Virginia
$36K – – –
NIPH
184
NN Investment Partners Holdings
Netherlands
$31K +$30.8K +300 New
Lazard Asset Management
185
Lazard Asset Management
New York
$28K +$27.8K +271 New
Simplex Trading
186
Simplex Trading
Illinois
$28K +$27.8K +271 New
Rockefeller Capital Management
187
Rockefeller Capital Management
New York
$27K +$18.2K +177 +199%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
188
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16K – – –
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$16K – – –
S
190
SignatureFD
Georgia
$16K +$6.26K +61 +64%
AF
191
Allworth Financial
California
$13K – – –
FAG
192
Fortitude Advisory Group
Washington
$13K +$12.6K +123 New
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$12K – – –
TWA
194
TCI Wealth Advisors
Arizona
$11K +$5.54K +54 +100%
IPW
195
IronBridge Private Wealth
Texas
$8K – – –
PA
196
Parallel Advisors
California
$7K +$3.39K +33 +103%
KFP
197
KB Financial Partners
New Jersey
$7K +$7.18K +70 New
WPA
198
West Paces Advisors
Georgia
$5.39K +$513 +5 +11%
FF
199
FourThought Financial
Florida
$5K -$6.26K -61 -54%
AAP
200
Arax Advisory Partners
Colorado
$5K – – –
6 7
8
9 10

HLNE Hedge Fund Activity: Q4 2021 in Review

216 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q4 2021, worth a combined $3.59B — up 22% from $2.94B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new HLNE positions and 12 closed out — a net gain of 29 holders — while 86 added to existing stakes and 58 trimmed.

The largest buyer was Fred Alger Management, adding an estimated $39.6M. The largest seller was Ameriprise, cutting an estimated $30.9M.

  • 216 institutional investors held Hamilton Lane (HLNE) as of Q4 2021, up from 188 in Q3 2021.
  • Funds reported $3.59B of Hamilton Lane stock for Q4 2021, up 22% quarter-over-quarter.
  • 41 funds opened new Hamilton Lane positions in Q4 2021 and 12 closed out, a net change of +29 holders.
  • The largest Hamilton Lane buyer in Q4 2021 was Fred Alger Management, an estimated $39.6M added.
  • The largest Hamilton Lane seller in Q4 2021 was Ameriprise, an estimated $30.9M sold.

Based on aggregated 13F filings for Q4 2021.