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Hamilton Lane

113 hedge funds and large institutions have $1.56B invested in Hamilton Lane in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 56 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 39

4% more capital invested

Capital invested by funds: $1.5B → $1.56B (+$62.3M)

0.39% less ownership

Funds ownership: 88.01%87.62% (-0.39%)

7% less funds holding

Funds holding: 122113 (-9)

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

Holders
113
Holders Change
-9
Holders Change %
-7.38%
% of All Funds
2.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
56
Reduced
39
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$130M +$8.24M +142,685 +7%
TGHSA
2
TPG Group Holdings (SBS) Advisors
Texas
$126M +$16.5M +285,784 +16%
WA
3
Wasatch Advisors
Utah
$115M +$10.1M +174,615 +10%
BlackRock
4
BlackRock
New York
$110M +$441K +7,644 +0.4%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$99.1M +$2.52M +43,675 +3%
Federated Hermes
6
Federated Hermes
Pennsylvania
$81M
Fidelity Investments
7
Fidelity Investments
Massachusetts
$70.3M -$212K -3,663 -0.3%
TCM
8
TimesSquare Capital Management
New York
$62.9M -$3.59M -62,250 -6%
AllianceBernstein
9
AllianceBernstein
Tennessee
$61.9M +$4.62M +80,057 +8%
Invesco
10
Invesco
Georgia
$52.5M +$32.6K +564 +0.1%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$52.4M +$28.3M +489,425 +125%
Renaissance Technologies
12
Renaissance Technologies
New York
$50.8M -$1.02M -17,700 -2%
FAM
13
Fred Alger Management
New York
$48.4M +$7.63M +132,090 +19%
Macquarie Group
14
Macquarie Group
Australia
$45.9M +$3.57M +61,887 +9%
Brown Advisory
15
Brown Advisory
Maryland
$30.1M -$10.7M -185,609 -27%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$29.6M +$2.22M +38,471 +8%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$27M +$2.41M +41,824 +10%
State Street
18
State Street
Massachusetts
$26.7M +$1.01M +17,573 +4%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$26.1M +$3.39M +58,659 +15%
WRF
20
Waddell & Reed Financial
Kansas
$25.6M +$6.02M +104,226 +32%
Westfield Capital Management
21
Westfield Capital Management
Massachusetts
$22.1M +$3.1M +53,696 +17%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$21.6M +$47.5K +823 +0.2%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$19.7M +$766K +13,267 +4%
Northern Trust
24
Northern Trust
Illinois
$17.6M -$513K -8,893 -3%
Principal Financial Group
25
Principal Financial Group
Iowa
$13.5M +$312K +5,409 +2%

HLNE Hedge Fund Activity: Q4 2019 in Review

113 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q4 2019, worth a combined $1.56B — up 4.2% from $1.5B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of HLNE and 9 opened new positions — a net loss of 7 holders — while 39 trimmed existing stakes and 56 added.

The largest buyer was Neuberger Berman Group, adding an estimated $28.3M. The largest seller was Goldman Sachs, cutting an estimated $39.1M.

  • 113 institutional investors held Hamilton Lane (HLNE) as of Q4 2019, down from 122 in Q3 2019.
  • Funds reported $1.56B of Hamilton Lane stock for Q4 2019, up 4.2% quarter-over-quarter.
  • 9 funds opened new Hamilton Lane positions in Q4 2019 and 16 closed out, a net change of -7 holders.
  • The largest Hamilton Lane buyer in Q4 2019 was Neuberger Berman Group, an estimated $28.3M added.
  • The largest Hamilton Lane seller in Q4 2019 was Goldman Sachs, an estimated $39.1M sold.

Based on aggregated 13F filings for Q4 2019.