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Hamilton Lane
HLNE

Overview Fund Activity

214 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, 82 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+15
Holders Change %
+7.54%
% of All Funds
3.41%
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
82
Reduced
70
Closed
17
Calls
$1.83M
Puts
$18K
Net Calls
+$1.81M
Net Calls Change
-$702K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$73.6M
2
Prudential Financial
2
Prudential Financial
New Jersey
$10.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$42.8M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$75.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$21.4M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$254M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$216M
3
TCM
3
TimesSquare Capital Management
New York
$42.1M
4
Wells Fargo
4
Wells Fargo
California
$11.2M
5
NIG
5
NFJ Investment Group
Texas
$6.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
201
MassMutual Private Wealth & Trust
Connecticut
$2.26K +$2.26K +25 New
LC
202
Lindbrook Capital
California
$1.99K +$543 +6 +38%
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$1.72K -$3.53K -39 -67%
AF
204
Allworth Financial
California
$1.63K – – –
JWA
205
JFS Wealth Advisors
Pennsylvania
$1.45K +$362 +4 +33%
JFA
206
JNBA Financial Advisors
Minnesota
$1.36K – – –
HCP
207
Hexagon Capital Partners
Arkansas
$1.18K -$2.9K -32 -71%
SFG
208
Steward Financial Group
Texas
$1K +$1K +21 New
VCM
209
Versant Capital Management
Arizona
$904 – – –
EWA
210
EverSource Wealth Advisors
Alabama
$904 +$904 +10 New
SIC
211
SJS Investment Consulting
Ohio
$634 +$181 +2 +40%
BAAM
212
Baker Avenue Asset Management
California
$633 – – –
MCM
213
Manchester Capital Management
Vermont
$543 – – –
CA
214
Crewe Advisors
Utah
$181 – – –
Renaissance Technologies
215
Renaissance Technologies
New York
– -$2M -25,031 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
216
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.88M -23,500 Closed
TI
217
Trexquant Investment
Connecticut
– -$1.74M -21,733 Closed
FA
218
FDx Advisors
Illinois
– -$1.04M -12,939 Closed
EGM
219
Engineers Gate Manager
New York
– -$845K -10,568 Closed
VI
220
Versor Investments
New York
– -$497K -6,215 Closed
EP
221
Edgestream Partners
New Jersey
– -$463K -5,789 Closed
VRS
222
Virginia Retirement Systems
Virginia
– -$360K -4,500 Closed
CP
223
CenterBook Partners
Connecticut
– -$352K -4,402 Closed
KeyBank National Association
224
KeyBank National Association
Ohio
– -$219K -2,732 Closed
PMEF
225
Point72 Middle East FZE
United Arab Emirates
– -$169K -2,117 Closed
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