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Hamilton Lane
HLNE

Overview Fund Activity

204 hedge funds and large institutions have $2.62B invested in Hamilton Lane in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 93 increasing their positions, 64 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-10
Holders Change %
-4.67%
% 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
27
Increased
93
Reduced
64
Closed
35
Calls
$772K
Puts
$510K
Net Calls
+$262K
Net Calls Change
-$950K

Top Buyers

1
VBA
Van Berkom & Associates
Quebec, Canada
+$61.3M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$38.5M
3
Renaissance Technologies
Renaissance Technologies
New York
+$8.97M
4
Polen Capital Management
Polen Capital Management
Florida
+$7.43M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$7.34M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$47.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$33M
3
Fidelity International
Fidelity International
Bermuda
-$24M
4
AII
AGF Investments Inc
Ontario, Canada
-$14M
5
BlackRock
BlackRock
New York
-$7.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
176
Quadrant Capital Group
Ohio
$9K +$6.77K +88 +303%
ACM
177
Aquatic Capital Management
Illinois
$8K +$8K +100 New
IA
178
IFP Advisors
Florida
$8K +$8K +132 New
FF
179
FourThought Financial
Florida
$7K +$2.33K +26 +50%
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$7K +$7K +90 New
CCM
181
Covington Capital Management
California
$6K +$6K +75 New
KFP
182
KB Financial Partners
New Jersey
$5K – – –
AAP
183
Arax Advisory Partners
Colorado
$5K +$1.34K +18 +37%
FHA
184
First Horizon Advisors
Tennessee
$5K +$5K +64 New
WPA
185
West Paces Advisors
Georgia
$4.02K – – –
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.16K +31 +258%
CA
187
Clearstead Advisors
Ohio
$3K +$3K +42 New
WT
188
Whittier Trust
California
$2K +$2K +22 New
PCA
189
Providence Capital Advisors
North Carolina
$2K +$2K +22 New
NIC
190
Northwest Investment Counselors
Oregon
$2K +$2K +31 New
CTC
191
Central Trust Company
Missouri
$2K +$2K +31 New
TPCW
192
TD Private Client Wealth
New York
$1.16K – – –
AF
193
Allworth Financial
California
$1K -$8.14K -114 -89%
PA
194
Parallel Advisors
California
$1K -$4K -52 -80%
AFG
195
Albion Financial Group
Utah
$1K -$1K -9 -50%
VCM
196
Versant Capital Management
Arizona
$1K – – –
JWA
197
JFS Wealth Advisors
Pennsylvania
$1K +$583 +7 +140%
CI
198
Cordant Inc
Oregon
$1K +$1K +9 New
GWS
199
Glassman Wealth Services
Virginia
$1K +$1K +14 New
AII
200
AGF Investments Inc
Ontario, Canada
– -$14M -135,000 Closed
6 7
8
9 10