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Hamilton Lane

205 hedge funds and large institutions have $2.06B invested in Hamilton Lane in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

5% more funds holding

Funds holding: 195205 (+10)

7% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 72

0.44% less ownership

Funds ownership: 92.94%92.49% (-0.44%)

12% less capital invested

Capital invested by funds: $2.33B → $2.06B (-$277M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $203K

Holders
205
Holders Change
+10
Holders Change %
+5.13%
% of All Funds
3.53%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
77
Reduced
72
Closed
17
Calls
Puts
$203K
Net Calls
-$203K
Net Calls Change
+$73K
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
176
Money Concepts Capital
Florida
$15K
SWM
177
Spire Wealth Management
Virginia
$15K
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$13K
FDCDDQ
179
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.7K
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$12K -$1.06K -15 -7%
RTC
181
Riverview Trust Company
Washington
$12K
C
182
Covestor
United Kingdom
$11K +$13.3K +188 +4,700%
TWA
183
TCI Wealth Advisors
Arizona
$10K +$141 +2 +1%
IA
184
IFP Advisors
Florida
$8K
HPC
185
HM Payson & Co
Maine
$6K -$42.4K -600 -86%
OIS
186
Okabena Investment Services
Minnesota
$6K
PA
187
Parallel Advisors
California
$5K -$707 -10 -11%
AAP
188
Arax Advisory Partners
Colorado
$4K
KFP
189
KB Financial Partners
New Jersey
$4K +$1.7K +24 +56%
CTC
190
Central Trust Company
Missouri
$2K
CMBA
191
C.M. Bidwell & Associates
Hawaii
$2K
PAI
192
Pittenger & Anderson Inc
Nebraska
$2K +$2.19K +31 New
WFA
193
Wipfli Financial Advisors
Wisconsin
$2K +$2.19K +31 New
CFFP
194
Center for Financial Planning
Michigan
$2K +$2.4K +34 New
TPCW
195
TD Private Client Wealth
New York
$1.19K +$353 +5 +33%
MCM
196
Manchester Capital Management
Vermont
$1K -$636 -9 -45%
VCM
197
Versant Capital Management
Arizona
$1K
SC
198
Schubert & Co
Texas
$1K +$141 +2 +18%
JWA
199
JFS Wealth Advisors
Pennsylvania
$1K +$636 +9 +129%
LC
200
Lindbrook Capital
California
$1K +$989 +14 +200%

HLNE Hedge Fund Activity: Q3 2022 in Review

205 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q3 2022, worth a combined $2.06B — down 12% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new HLNE positions and 17 closed out — a net gain of 11 holders — while 77 added to existing stakes and 72 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $15M. The largest seller was Fred Alger Management, cutting an estimated $33.5M.

  • 205 institutional investors held Hamilton Lane (HLNE) as of Q3 2022, up from 195 in Q2 2022.
  • Funds reported $2.06B of Hamilton Lane stock for Q3 2022, down 12% quarter-over-quarter.
  • 28 funds opened new Hamilton Lane positions in Q3 2022 and 17 closed out, a net change of +11 holders.
  • The largest Hamilton Lane buyer in Q3 2022 was Wasatch Advisors, an estimated $15M added.
  • The largest Hamilton Lane seller in Q3 2022 was Fred Alger Management, an estimated $33.5M sold.

Based on aggregated 13F filings for Q3 2022.