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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
QCG
201
Quadrant Capital Group
Ohio
$3.89K +$3.38K +38 +760%
CTC
202
Central Trust Company
Missouri
$2.62K +$2.58K +29 New
MPWT
203
MassMutual Private Wealth & Trust
Connecticut
$2.26K +$2.23K +25 New
LC
204
Lindbrook Capital
California
$1.99K +$534 +6 +38%
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$1.72K -$3.47K -39 -67%
AF
206
Allworth Financial
California
$1.63K
JWA
207
JFS Wealth Advisors
Pennsylvania
$1.45K +$356 +4 +33%
JFA
208
JNBA Financial Advisors
Minnesota
$1.36K
HCP
209
Hexagon Capital Partners
Arkansas
$1.18K -$2.85K -32 -71%
SFG
210
Steward Financial Group
Texas
$1K +$1.87K +21 New
VCM
211
Versant Capital Management
Arizona
$904
EWA
212
EverSource Wealth Advisors
Alabama
$904 +$891 +10 New
SIC
213
SJS Investment Consulting
Ohio
$634 +$178 +2 +40%
BAAM
214
Baker Avenue Asset Management
California
$633
MCM
215
Manchester Capital Management
Vermont
$543
CA
216
Crewe Advisors
Utah
$181
Renaissance Technologies
217
Renaissance Technologies
New York
-$2M -25,031 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
218
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.88M -23,500 Closed
TI
219
Trexquant Investment
Connecticut
-$1.74M -21,733 Closed
FA
220
FDx Advisors
Illinois
-$1.03M -12,939 Closed
EGM
221
Engineers Gate Manager
New York
-$845K -10,568 Closed
VI
222
Versor Investments
New York
-$497K -6,215 Closed
EP
223
Edgestream Partners
New Jersey
-$463K -5,789 Closed
VRS
224
Virginia Retirement Systems
Virginia
-$360K -4,500 Closed
CP
225
CenterBook Partners
Connecticut
-$352K -4,402 Closed

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.