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Hamilton Lane

214 hedge funds and large institutions have $3.21B invested in Hamilton Lane in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 82 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+15
Holders Change %
+7.54%
% of All Funds
3.41%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
33
Increased
82
Reduced
70
Closed
17
Calls
$1.83M
Puts
$18K
Net Calls
+$1.81M
Net Calls Change
-$702K
Name Holding Trade Value Shares
Change
Shares
Change %
Nisa Investment Advisors
176
Nisa Investment Advisors
Missouri
$90.3K
KBC Group
177
KBC Group
Belgium
$54K +$54K +595 New
FHA
178
First Horizon Advisors
Tennessee
$47.2K
S
179
SignatureFD
Georgia
$46.4K +$2.71K +30 +6%
CFGS
180
Concourse Financial Group Securities
Alabama
$41.4K -$5.36K -59 -11%
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$39.4K
CSS
182
Cubist Systematic Strategies
Connecticut
$38.8K -$1.37M -15,102 -97%
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$34K -$4.53K -50 -12%
US Bancorp
184
US Bancorp
Minnesota
$25.9K +$12.9K +142 +99%
SWM
185
Spire Wealth Management
Virginia
$22.6K
TRCT
186
Tower Research Capital (TRC)
New York
$22.3K -$76.6K -847 -77%
CA
187
Centerpoint Advisors
Massachusetts
$21K -$91 -1 -0.4%
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$20K -$2.98K -33 -13%
FDCDDQ
189
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.3K
TPCW
190
TD Private Client Wealth
New York
$12.4K +$2.53K +28 +26%
AAP
191
Arax Advisory Partners
Colorado
$10.3K
PA
192
Parallel Advisors
California
$8.59K +$6.33K +70 +280%
FDCC
193
Foster Dykema Cabot & Co
Massachusetts
$8K
IHWM
194
Iron Horse Wealth Management
Iowa
$7.69K +$7.69K +85 New
CA
195
Clearstead Advisors
Ohio
$6.69K +$6.69K +74 New
HIM
196
Hillsdale Investment Management
Ontario, Canada
$5.43K +$5.43K +60 New
KFP
197
KB Financial Partners
New Jersey
$5K
WTG
198
West Tower Group
Virginia
$4.25K +$1.81K +20 +74%
QCG
199
Quadrant Capital Group
Ohio
$3.89K +$3.44K +38 +760%
CTC
200
Central Trust Company
Missouri
$2.62K +$2.62K +29 New