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Hamilton Lane

266 hedge funds and large institutions have $4.29B invested in Hamilton Lane in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 85 increasing their positions, 100 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $4.25M | Put options by funds: $678K

100% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 27

11% more funds holding

Funds holding: 240266 (+26)

0% more capital invested

Capital invested by funds: $4.27B → $4.29B (+$17.3M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.21% less ownership

Funds ownership: 96.21%93.99% (-2.2%)

15% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 100

Holders
266
Holders Change
+26
Holders Change %
+10.83%
% of All Funds
3.83%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
54
Increased
85
Reduced
100
Closed
27
Calls
$4.25M
Puts
$678K
Net Calls
+$3.57M
Net Calls Change
-$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
201
Leonteq Securities AG
Switzerland
$139K
AB
202
Amalgamated Bank
New York
$139K -$354K -3,139 -72%
BAMF
203
BI Asset Management Fondsmaeglerselskab
Denmark
$134K +$134K +1,188 New
HIA
204
Harbor Investment Advisory
Maryland
$120K +$2.15K +19 +2%
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$105K -$8.47K -75 -8%
CI Investments Inc
206
CI Investments Inc
Ontario, Canada
$96K -$157K -1,393 -62%
IA
207
IFP Advisors
Florida
$89.3K +$89.4K +792 New
KBC Group
208
KBC Group
Belgium
$89K +$22.1K +196 +33%
N
209
Natixis
France
$83.4K -$30.9K -274 -27%
EC
210
EntryPoint Capital
New York
$83.3K +$2.37K +21 +3%
FHA
211
First Horizon Advisors
Tennessee
$70.7K +$11.9K +105 +20%
Simplex Trading
212
Simplex Trading
Illinois
$64K -$82.4K -730 -56%
TRCT
213
Tower Research Capital (TRC)
New York
$63.6K -$798K -7,068 -93%
S
214
SignatureFD
Georgia
$62.7K -$790 -7 -1%
Osaic Holdings
215
Osaic Holdings
Arizona
$58.5K -$2.02M -17,855 -97%
AAP
216
Arax Advisory Partners
Colorado
$56.7K -$565 -5 -1%
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$54.3K +$31.7K +281 +141%
SPIA
218
Steward Partners Investment Advisory
New York
$48K +$48.1K +426 New
GI
219
GAMMA Investing
California
$46.9K -$226 -2 -0.5%
CFGS
220
Concourse Financial Group Securities
Alabama
$45.5K -$3.84K -34 -8%
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$44K +$1.02K +9 +2%
SWS
222
SYSTM Wealth Solutions
Illinois
$43K +$4.07K +36 +10%
US Bancorp
223
US Bancorp
Minnesota
$42.4K +$6.32K +56 +18%
ZCM
224
Ziegler Capital Management
Illinois
$39.3K -$4.86K -43 -1%
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$37.9K -$5.87K -52 -13%

HLNE Hedge Fund Activity: Q1 2024 in Review

266 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q1 2024, worth a combined $4.29B — up 0.4% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new HLNE positions and 27 closed out — a net gain of 27 holders — while 85 added to existing stakes and 100 trimmed.

The largest buyer was Millennium Management, adding an estimated $67.9M. The largest seller was Morgan Stanley, cutting an estimated $80.5M.

  • 266 institutional investors held Hamilton Lane (HLNE) as of Q1 2024, up from 240 in Q4 2023.
  • Funds reported $4.29B of Hamilton Lane stock for Q1 2024, up 0.4% quarter-over-quarter.
  • 54 funds opened new Hamilton Lane positions in Q1 2024 and 27 closed out, a net change of +27 holders.
  • The largest Hamilton Lane buyer in Q1 2024 was Millennium Management, an estimated $67.9M added.
  • The largest Hamilton Lane seller in Q1 2024 was Morgan Stanley, an estimated $80.5M sold.

Based on aggregated 13F filings for Q1 2024.