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Hamilton Lane
HLNE

Overview Fund Activity

199 hedge funds and large institutions have $2.93B invested in Hamilton Lane in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 91 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-8
Holders Change %
-3.86%
% of All Funds
3.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
91
Reduced
62
Closed
25
Calls
$2.52M
Puts
$7K
Net Calls
+$2.51M
Net Calls Change
+$2.49M

Top Buyers

1
EIP
Epoch Investment Partners
New York
$31.4M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$27.1M
3
BlackRock
BlackRock
New York
$248M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$29.9M
5
Invesco
Invesco
Georgia
$105M

Top Sellers

1
FAM
Fred Alger Management
New York
$61.9M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$26.9M
3
WA
Wasatch Advisors
Utah
$282M
4
Millennium Management
Millennium Management
New York
$16.3M
5
Deutsche Bank
Deutsche Bank
Germany
$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
176
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17K – – –
US Bancorp
177
US Bancorp
Minnesota
$11.5K -$30.3K -379 -72%
AAP
178
Arax Advisory Partners
Colorado
$9.13K +$2K +25 +28%
TPCW
179
TD Private Client Wealth
New York
$8.72K +$8.72K +109 New
FDCC
180
Foster Dykema Cabot & Co
Massachusetts
$7K +$7K +88 New
CPG
181
Cornerstone Planning Group
New Jersey
$5.36K +$5.36K +67 New
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
$4.64K -$1.04K -13 -18%
KFP
183
KB Financial Partners
New Jersey
$4K – – –
HCP
184
Hexagon Capital Partners
Arkansas
$3.6K +$240 +3 +7%
WTG
185
West Tower Group
Virginia
$2.16K +$2.16K +27 New
PA
186
Parallel Advisors
California
$2K +$720 +9 +56%
AF
187
Allworth Financial
California
$1.44K – – –
LC
188
Lindbrook Capital
California
$1.28K +$320 +4 +33%
JFA
189
JNBA Financial Advisors
Minnesota
$1.2K – – –
JWA
190
JFS Wealth Advisors
Pennsylvania
$960 – – –
VCM
191
Versant Capital Management
Arizona
$800 – – –
2L
192
25 LLC
Missouri
$593 +$593 +7 New
BAAM
193
Baker Avenue Asset Management
California
$560 – – –
MCM
194
Manchester Capital Management
Vermont
$480 – – –
QCG
195
Quadrant Capital Group
Ohio
$400 – – –
DI
196
Disciplined Investments
Oklahoma
$400 – – –
SIC
197
SJS Investment Consulting
Ohio
$400 +$80 +1 +25%
CA
198
Crewe Advisors
Utah
$160 -$19.5K -244 -99%
Tudor Investment Corp
199
Tudor Investment Corp
Connecticut
– -$1.89M -25,489 Closed
Voloridge Investment Management
200
Voloridge Investment Management
Florida
– -$1.73M -23,396 Closed
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