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Hamilton Lane
HLNE

216 hedge funds and large institutions have $3.59B invested in Hamilton Lane in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 12

48% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 58

22% more capital invested

Capital invested by funds: $2.94B → $3.59B (+$654M)

15% more funds holding

Funds holding: 188 → 216 (+28)

0.1% more ownership

Funds ownership: 93.26% → 93.36% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
216
Holders Change
+28
Holders Change %
+14.89%
% of All Funds
3.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
41
Increased
86
Reduced
58
Closed
12
Calls
$1.21M
Puts
–
Net Calls
+$1.21M
Net Calls Change
-$1.41M

Top Buyers

Rank Fund Capital Flow
1
FAM
Fred Alger Management
New York
+$39.6M
2
Invesco
Invesco
Georgia
+$17.1M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$14.7M
4
Bank of America
Bank of America
North Carolina
+$8.44M
5
AII
AGF Investments Inc
Ontario, Canada
+$8.01M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$30.9M
2
Goldman Sachs
Goldman Sachs
New York
-$28.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$23M
4
TCM
TimesSquare Capital Management
New York
-$14.7M
5
BlackRock
BlackRock
New York
-$6.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
EVM
201
Eaton Vance Management
Massachusetts
$5K – – –
DWA
202
Delos Wealth Advisors
Texas
$5K +$5.24K +51 New
NFG
203
Next Financial Group
Texas
$4K +$1.95K +19 +106%
QCG
204
Quadrant Capital Group
Ohio
$3K -$719 -7 -19%
CWC
205
Carolinas Wealth Consulting
North Carolina
$2K +$205 +2 +9%
AFG
206
Albion Financial Group
Utah
$2K +$1.85K +18 New
Manulife (Manufacturers Life Insurance)
207
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.84K -$9.44K -92 -0.5%
TPCW
208
TD Private Client Wealth
New York
$1.55K – – –
BIA
209
Bell Investment Advisors
California
$1K – – –
VCM
210
Versant Capital Management
Arizona
$1K – – –
JWA
211
JFS Wealth Advisors
Pennsylvania
$1K +$513 +5 New
SC
212
Schubert & Co
Texas
$1K +$513 +5 New
C
213
Covestor
United Kingdom
$1K +$719 +7 New
MCM
214
Manchester Capital Management
Vermont
$1K +$719 +7 New
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.23K +12 New
BBHC
216
Brown Brothers Harriman & Co
New York
$713 – – –
SSA
217
Schonfeld Strategic Advisors
New York
– -$6.13M -72,279 Closed
HF
218
HRT Financial
New York
– -$1.9M -22,382 Closed
LCM
219
Laurion Capital Management
New York
– -$730K -8,602 Closed
CCM
220
CAAS Capital Management
New York
– -$625K -7,372 Closed
OA
221
Oak Associates
Ohio
– -$560K -6,600 Closed
WG
222
Winton Group
United Kingdom
– -$328K -3,866 Closed
CAM
223
Cresset Asset Management
Illinois
– -$297K -3,492 Closed
XT
224
XTX Topco
Cayman Islands
– -$275K -3,242 Closed
Comerica Bank
225
Comerica Bank
Texas
– -$203K -2,057 Closed
6 7 8
9
10

HLNE Hedge Fund Activity: Q4 2021 in Review

216 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q4 2021, worth a combined $3.59B — up 22% from $2.94B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new HLNE positions and 12 closed out — a net gain of 29 holders — while 86 added to existing stakes and 58 trimmed.

The largest buyer was Fred Alger Management, adding an estimated $39.6M. The largest seller was Ameriprise, cutting an estimated $30.9M.

  • 216 institutional investors held Hamilton Lane (HLNE) as of Q4 2021, up from 188 in Q3 2021.
  • Funds reported $3.59B of Hamilton Lane stock for Q4 2021, up 22% quarter-over-quarter.
  • 41 funds opened new Hamilton Lane positions in Q4 2021 and 12 closed out, a net change of +29 holders.
  • The largest Hamilton Lane buyer in Q4 2021 was Fred Alger Management, an estimated $39.6M added.
  • The largest Hamilton Lane seller in Q4 2021 was Ameriprise, an estimated $30.9M sold.

Based on aggregated 13F filings for Q4 2021.