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Hamilton Lane
HLNE

Overview Fund Activity

207 hedge funds and large institutions have $2.67B invested in Hamilton Lane in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 93 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-8
Holders Change %
-3.72%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
17
Increased
93
Reduced
67
Closed
23
Calls
$126K
Puts
$104K
Net Calls
+$22K
Net Calls Change
+$226K

Top Buyers

1
WA
Wasatch Advisors
Utah
+$31.2M
2
American Century Companies
American Century Companies
Missouri
+$14.6M
3
Citadel Advisors
Citadel Advisors
Florida
+$8.78M
4
Norges Bank
Norges Bank
Norway
+$8.29M
5
VBA
Van Berkom & Associates
Quebec, Canada
+$6.96M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$18.3M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$17.1M
3
TCM
TimesSquare Capital Management
New York
-$13.8M
4
Millennium Management
Millennium Management
New York
-$10.6M
5
Deutsche Bank
Deutsche Bank
Germany
-$5.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$24.7K -$1.63K -22 -6%
C
177
Covestor
United Kingdom
$24K +$9.99K +137 +71%
SWM
178
Spire Wealth Management
Virginia
$18.5K – – –
CA
179
Crewe Advisors
Utah
$18.2K – – –
ASN
180
Advisory Services Network
Georgia
$18.2K – – –
FDCDDQ
181
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.8K – – –
CA
182
Centerpoint Advisors
Massachusetts
$15K – – –
PFA
183
Pathway Financial Advisers
Indiana
$11.7K +$4.97K +67 +74%
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$10.8K -$16.8K -228 -61%
HPC
185
HM Payson & Co
Maine
$7.4K – – –
AAP
186
Arax Advisory Partners
Colorado
$6.58K +$1.11K +15 +20%
TWA
187
TCI Wealth Advisors
Arizona
$6.36K +$74 +1 +1%
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$5.25K +$3.26K +44 +163%
QL
189
Quarry LP
New York
$4.44K +$4.44K +60 New
KFP
190
KB Financial Partners
New Jersey
$4K – – –
AAS
191
Ameritas Advisory Services
Nebraska
$3.32K +$3.32K +45 New
HCP
192
Hexagon Capital Partners
Arkansas
$3.11K +$1.85K +25 +147%
BWM
193
BerganKDV Wealth Management
Minnesota
$2.81K +$2.81K +38 New
BTI
194
Blue Trust Inc
Georgia
$2K +$2K +26 New
AF
195
Allworth Financial
California
$1.33K – – –
PA
196
Parallel Advisors
California
$1.18K -$296 -4 -20%
JFA
197
JNBA Financial Advisors
Minnesota
$1.11K +$1.11K +15 New
SC
198
Schubert & Co
Texas
$1.04K -$74 -1 -7%
JWA
199
JFS Wealth Advisors
Pennsylvania
$888 -$296 -4 -25%
LC
200
Lindbrook Capital
California
$888 +$592 +8 +200%
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8
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