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Hamilton Lane
HLNE

Overview Fund Activity

238 hedge funds and large institutions have $4.27B invested in Hamilton Lane in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 72 increasing their positions, 90 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+24
Holders Change %
+11.21%
% of All Funds
3.49%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
46
Increased
72
Reduced
90
Closed
16
Calls
$8.19M
Puts
$45K
Net Calls
+$8.15M
Net Calls Change
+$6.34M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$92.6M
2
Morgan Stanley
Morgan Stanley
New York
+$83.4M
3
EIP
Epoch Investment Partners
New York
+$47.2M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$36.8M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$32.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$101M
2
WA
Wasatch Advisors
Utah
-$15.9M
3
Principal Financial Group
Principal Financial Group
Iowa
-$13.9M
4
Polen Capital Management
Polen Capital Management
Florida
-$13.8M
5
TCM
TimesSquare Capital Management
New York
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
201
US Bancorp
Minnesota
$36.4K +$3.87K +34 +12%
Acadian Asset Management
202
Acadian Asset Management
Massachusetts
$36K -$311K -2,776 -90%
UFF
203
USA Financial Formulas
Michigan
$27.6K +$27.6K +243 New
PS
204
Principal Securities
Iowa
$26.3K +$26.3K +232 New
CA
205
Centerpoint Advisors
Massachusetts
$26K – – –
FDCDDQ
206
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.2K – – –
ASN
207
Advisory Services Network
Georgia
$23.5K +$23.5K +207 New
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$22.7K -$2.38K -21 -10%
Robeco Institutional Asset Management
209
Robeco Institutional Asset Management
Netherlands
$22.3K +$22.3K +197 New
QCG
210
Quadrant Capital Group
Ohio
$20.9K +$16K +141 +328%
LA
211
LM Advisors
California
$18K +$18K +158 New
NA
212
NewEdge Advisors
Louisiana
$17.7K +$17.7K +156 New
TPCW
213
TD Private Client Wealth
New York
$15.5K – – –
TCWA
214
Turtle Creek Wealth Advisors
Texas
$12.4K +$12.4K +109 New
Mitsubishi UFJ Asset Management
215
Mitsubishi UFJ Asset Management
Japan
$11.9K +$11.9K +110 New
IHWM
216
Iron Horse Wealth Management
Iowa
$9.64K – – –
CA
217
Clearstead Advisors
Ohio
$7.83K -$567 -5 -7%
HIM
218
Hillsdale Investment Management
Ontario, Canada
$6.81K – – –
SA
219
Scarborough Advisors
Maryland
$6.58K +$6.58K +58 New
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$4.31K +$2.16K +19 +100%
CTC
221
Central Trust Company
Missouri
$3.29K – – –
BFPW
222
BOK Financial Private Wealth
Colorado
$3.29K +$3.29K +29 New
FG
223
Fairman Group
Pennsylvania
$3.19K +$3.19K +28 New
AF
224
Allworth Financial
California
$2.95K +$908 +8 +44%
FFA
225
Farther Finance Advisors
California
$2.38K +$2.38K +21 New
7 8
9
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