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Hamilton Lane

216 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, 84 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,050% more call options, than puts

Call options by funds: $1.83M | Put options by funds: $18K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

20% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 70

10% more capital invested

Capital invested by funds: $2.93B → $3.21B (+$283M)

7% more funds holding

Funds holding: 201216 (+15)

3.02% less ownership

Funds ownership: 94.98%91.96% (-3%)

Holders
216
Holders Change
+15
Holders Change %
+7.46%
% of All Funds
3.43%
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
84
Reduced
70
Closed
17
Calls
$1.83M
Puts
$18K
Net Calls
+$1.81M
Net Calls Change
-$702K
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
176
Huntington National Bank
Ohio
$120K -$3.65K -41 -3%
LSA
177
Leonteq Securities AG
Switzerland
$112K +$8.91K +100 +9%
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$90.3K
KBC Group
179
KBC Group
Belgium
$54K +$53K +595 New
FHA
180
First Horizon Advisors
Tennessee
$47.2K
S
181
SignatureFD
Georgia
$46.4K +$2.67K +30 +6%
CFGS
182
Concourse Financial Group Securities
Alabama
$41.4K -$5.26K -59 -11%
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$39.4K
CSS
184
Cubist Systematic Strategies
Connecticut
$38.8K -$1.35M -15,102 -97%
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$34K -$4.45K -50 -12%
US Bancorp
186
US Bancorp
Minnesota
$25.9K +$12.7K +142 +99%
SWM
187
Spire Wealth Management
Virginia
$22.6K
TRCT
188
Tower Research Capital (TRC)
New York
$22.3K -$75.5K -847 -77%
CA
189
Centerpoint Advisors
Massachusetts
$21K -$89 -1 -0.4%
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$20K -$2.94K -33 -13%
FDCDDQ
191
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.3K
TPCW
192
TD Private Client Wealth
New York
$12.4K +$2.49K +28 +26%
AAP
193
Arax Advisory Partners
Colorado
$10.3K
PA
194
Parallel Advisors
California
$8.59K +$6.24K +70 +280%
FDCC
195
Foster Dykema Cabot & Co
Massachusetts
$8K
IHWM
196
Iron Horse Wealth Management
Iowa
$7.69K +$7.57K +85 New
CA
197
Clearstead Advisors
Ohio
$6.69K +$6.59K +74 New
HIM
198
Hillsdale Investment Management
Ontario, Canada
$5.43K +$5.34K +60 New
KFP
199
KB Financial Partners
New Jersey
$5K
WTG
200
West Tower Group
Virginia
$4.25K +$1.78K +20 +74%

HLNE Hedge Fund Activity: Q3 2023 in Review

216 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q3 2023, worth a combined $3.21B — up 9.7% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HLNE positions and 17 closed out — a net gain of 16 holders — while 84 added to existing stakes and 70 trimmed.

The largest buyer was Millennium Management, adding an estimated $54.3M. The largest seller was Wasatch Advisors, cutting an estimated $63.5M.

  • 216 institutional investors held Hamilton Lane (HLNE) as of Q3 2023, up from 201 in Q2 2023.
  • Funds reported $3.21B of Hamilton Lane stock for Q3 2023, up 9.7% quarter-over-quarter.
  • 33 funds opened new Hamilton Lane positions in Q3 2023 and 17 closed out, a net change of +16 holders.
  • The largest Hamilton Lane buyer in Q3 2023 was Millennium Management, an estimated $54.3M added.
  • The largest Hamilton Lane seller in Q3 2023 was Wasatch Advisors, an estimated $63.5M sold.

Based on aggregated 13F filings for Q3 2023.