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Hamilton Lane
HLNE

Overview Fund Activity

238 hedge funds and large institutions have $4.27B invested in Hamilton Lane in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 72 increasing their positions, 90 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+24
Holders Change %
+11.21%
% of All Funds
3.49%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
46
Increased
72
Reduced
90
Closed
16
Calls
$8.19M
Puts
$45K
Net Calls
+$8.15M
Net Calls Change
+$6.34M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$92.6M
2
Morgan Stanley
Morgan Stanley
New York
+$83.4M
3
EIP
Epoch Investment Partners
New York
+$47.2M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$36.8M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$32.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$101M
2
WA
Wasatch Advisors
Utah
-$15.9M
3
Principal Financial Group
Principal Financial Group
Iowa
-$13.9M
4
Polen Capital Management
Polen Capital Management
Florida
-$13.8M
5
TCM
TimesSquare Capital Management
New York
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
176
KeyBank National Association
Ohio
$228K +$228K +2,007 New
BHCM
177
Brevan Howard Capital Management
Jersey
$224K +$224K +1,976 New
Cetera Investment Advisers
178
Cetera Investment Advisers
Illinois
$223K +$223K +1,964 New
CSPIA
179
Cary Street Partners Investment Advisory
Virginia
$222K +$222K +1,956 New
Nomura Asset Management
180
Nomura Asset Management
Japan
$222K +$39K +344 +21%
ABC
181
Associated Banc-Corp
Wisconsin
$217K +$217K +1,914 New
SRL
182
Scientech Research LLC
New Jersey
$217K +$217K +1,912 New
BPA
183
Beacon Pointe Advisors
California
$207K +$207K +1,823 New
HighTower Advisors
184
HighTower Advisors
Illinois
$202K +$202K +1,791 New
KI
185
Kapitalo Investimentos
Brazil
$148K -$297K -2,619 -67%
Simplex Trading
186
Simplex Trading
Illinois
$147K +$147K +1,303 New
HNB
187
Huntington National Bank
Ohio
$147K -$3.86K -34 -3%
HIA
188
Harbor Investment Advisory
Maryland
$118K -$37.1K -327 -24%
N
189
Natixis
France
$115K -$98.5K -868 -46%
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$113K – – –
EC
191
EntryPoint Capital
New York
$81.5K +$81.5K +718 New
KBC Group
192
KBC Group
Belgium
$67K – – –
S
193
SignatureFD
Georgia
$63.9K +$5.67K +50 +10%
FHA
194
First Horizon Advisors
Tennessee
$59.2K – – –
AAP
195
Arax Advisory Partners
Colorado
$57.6K +$44.7K +394 +346%
CFGS
196
Concourse Financial Group Securities
Alabama
$49.7K -$2.16K -19 -4%
GI
197
GAMMA Investing
California
$48.5K +$48.5K +418 New
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$44K -$5.45K -48 -11%
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$44K +$1.03K +9 +2%
SWS
200
SYSTM Wealth Solutions
Illinois
$39.2K +$39.2K +345 New
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