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Hamilton Lane
HLNE

Overview Fund Activity

199 hedge funds and large institutions have $2.93B invested in Hamilton Lane in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 91 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-8
Holders Change %
-3.86%
% of All Funds
3.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
91
Reduced
62
Closed
25
Calls
$2.52M
Puts
$7K
Net Calls
+$2.51M
Net Calls Change
+$2.49M

Top Buyers

1
EIP
Epoch Investment Partners
New York
$31.4M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$27.1M
3
BlackRock
BlackRock
New York
$248M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$29.9M
5
Invesco
Invesco
Georgia
$105M

Top Sellers

1
FAM
Fred Alger Management
New York
$61.9M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$26.9M
3
WA
Wasatch Advisors
Utah
$282M
4
Millennium Management
Millennium Management
New York
$16.3M
5
Deutsche Bank
Deutsche Bank
Germany
$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
201
Graham Capital Management
Connecticut
– -$1.56M -21,042 Closed
Squarepoint
202
Squarepoint
New York
– -$1.32M -17,847 Closed
Schroder Investment Management Group
203
Schroder Investment Management Group
United Kingdom
– -$1.07M -14,421 Closed
JF
204
Jump Financial
Illinois
– -$821K -11,097 Closed
DTL
205
Dynamic Technology Lab
Singapore
– -$551K -7,450 Closed
QC
206
Quadrature Capital
United Kingdom
– -$525K -7,101 Closed
CFG
207
Citizens Financial Group
Rhode Island
– -$300K -4,029 Closed
XT
208
XTX Topco
Cayman Islands
– -$291K -3,933 Closed
PCM
209
Prelude Capital Management
New York
– -$255K -3,446 Closed
OR
210
Olympiad Research
Connecticut
– -$238K -3,222 Closed
NWM
211
Nicola Wealth Management
British Columbia, Canada
– -$222K -3,000 Closed
BC
212
Bridgefront Capital
Texas
– -$206K -2,778 Closed
BAM
213
Belpointe Asset Management
Nevada
– -$37K -500 Closed
ASN
214
Advisory Services Network
Georgia
– -$18.2K -245 Closed
HPC
215
HM Payson & Co
Maine
– -$7.4K -100 Closed
TWA
216
TCI Wealth Advisors
Arizona
– -$6.36K -86 Closed
QL
217
Quarry LP
New York
– -$4.44K -60 Closed
AAS
218
Ameritas Advisory Services
Nebraska
– -$3.32K -45 Closed
BWM
219
BerganKDV Wealth Management
Minnesota
– -$2.81K -38 Closed
BTI
220
Blue Trust Inc
Georgia
– -$2K -26 Closed
SC
221
Schubert & Co
Texas
– -$1.04K -14 Closed
BIA
222
Bell Investment Advisors
California
– -$444 -6 Closed
AF
223
Advisornet Financial
Minnesota
– -$222 -3 Closed
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