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Hamilton Lane

266 hedge funds and large institutions have $4.29B invested in Hamilton Lane in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 85 increasing their positions, 100 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $4.25M | Put options by funds: $678K

100% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 27

11% more funds holding

Funds holding: 240266 (+26)

0% more capital invested

Capital invested by funds: $4.27B → $4.29B (+$17.3M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.21% less ownership

Funds ownership: 96.21%93.99% (-2.2%)

15% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 100

Holders
266
Holders Change
+26
Holders Change %
+10.83%
% of All Funds
3.83%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
54
Increased
85
Reduced
100
Closed
27
Calls
$4.25M
Puts
$678K
Net Calls
+$3.57M
Net Calls Change
-$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
176
Coldstream Capital Management
Washington
$312K +$312K +2,766 New
PAS
177
Park Avenue Securities
New York
$308K +$33.7K +298 +12%
MML Investors Services
178
MML Investors Services
Massachusetts
$304K +$32.4K +287 +12%
AA
179
AlphaMark Advisors
Kentucky
$303K +$303K +2,683 New
BC
180
Bridgefront Capital
Texas
$295K +$296K +2,617 New
SEC
181
Seven Eight Capital
New York
$292K +$293K +2,594 New
CAN
182
Cetera Advisor Networks
California
$286K -$269K -2,384 -48%
KeyBank National Association
183
KeyBank National Association
Ohio
$266K +$39.9K +353 +18%
Mariner
184
Mariner
Kansas
$264K +$264K +2,338 New
Verition Fund Management
185
Verition Fund Management
Connecticut
$255K +$256K +2,265 New
QC
186
Quadrature Capital
United Kingdom
$252K +$253K +2,240 New
TSS
187
Two Sigma Securities
New York
$251K +$252K +2,229 New
X
188
Xponance
Pennsylvania
$251K +$1.02K +9 +0.4%
JFG
189
Jefferies Financial Group
New York
$248K -$1.03M -9,100 -81%
Mackenzie Financial
190
Mackenzie Financial
Ontario, Canada
$247K -$204K -1,808 -45%
CA
191
Cetera Advisors
Colorado
$245K +$245K +2,172 New
Nomura Asset Management
192
Nomura Asset Management
Japan
$244K +$23.4K +207 +11%
CCA
193
Conservest Capital Advisors
Pennsylvania
$242K
MKA
194
M. Kulyk & Associates
Georgia
$236K +$1.92K +17 +0.8%
SOW
195
State of Wyoming
Wyoming
$234K -$179K -1,587 -43%
Envestnet Portfolio Solutions
196
Envestnet Portfolio Solutions
Illinois
$233K -$2.26K -20 -1%
CPC
197
Cookson Peirce & Co
Pennsylvania
$218K +$218K +1,932 New
MLICM
198
Metropolitan Life Insurance Company (MetLife)
New York
$217K -$20.8K -184 -9%
KI
199
Kapitalo Investimentos
Brazil
$208K +$61.3K +543 +42%
HNB
200
Huntington National Bank
Ohio
$167K +$21K +186 +14%

HLNE Hedge Fund Activity: Q1 2024 in Review

266 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q1 2024, worth a combined $4.29B — up 0.4% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new HLNE positions and 27 closed out — a net gain of 27 holders — while 85 added to existing stakes and 100 trimmed.

The largest buyer was Millennium Management, adding an estimated $67.9M. The largest seller was Morgan Stanley, cutting an estimated $80.5M.

  • 266 institutional investors held Hamilton Lane (HLNE) as of Q1 2024, up from 240 in Q4 2023.
  • Funds reported $4.29B of Hamilton Lane stock for Q1 2024, up 0.4% quarter-over-quarter.
  • 54 funds opened new Hamilton Lane positions in Q1 2024 and 27 closed out, a net change of +27 holders.
  • The largest Hamilton Lane buyer in Q1 2024 was Millennium Management, an estimated $67.9M added.
  • The largest Hamilton Lane seller in Q1 2024 was Morgan Stanley, an estimated $80.5M sold.

Based on aggregated 13F filings for Q1 2024.