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Hamilton Lane

147 hedge funds and large institutions have $2.02B invested in Hamilton Lane in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 70 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 12

159% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 27

33% more capital invested

Capital invested by funds: $1.51B → $2.02B (+$503M)

25% more funds holding

Funds holding: 118147 (+29)

0.36% less ownership

Funds ownership: 91.71%91.34% (-0.36%)

Holders
147
Holders Change
+29
Holders Change %
+24.58%
% of All Funds
3.01%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
41
Increased
70
Reduced
27
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$205M +$38.7M +614,130 +25%
Vanguard Group
2
Vanguard Group
Pennsylvania
$173M +$20.8M +330,016 +15%
WA
3
Wasatch Advisors
Utah
$147M +$219K +3,480 +0.2%
BlackRock
4
BlackRock
New York
$140M +$13.7M +217,226 +12%
Federated Hermes
5
Federated Hermes
Pennsylvania
$107M +$12.7M +201,592 +14%
Invesco
6
Invesco
Georgia
$62.8M +$3.21M +50,904 +6%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$61.5M -$1.3M -20,675 -2%
FAM
8
Fred Alger Management
New York
$60.8M +$2.08M +33,005 +4%
TGHSA
9
TPG Group Holdings (SBS) Advisors
Texas
$59.6M -$79.4M -1,261,050 -59%
TCM
10
TimesSquare Capital Management
New York
$58.7M +$4.6M +73,020 +9%
AllianceBernstein
11
AllianceBernstein
Tennessee
$57.9M -$2.34M -37,102 -4%
Renaissance Technologies
12
Renaissance Technologies
New York
$51.4M -$3.74M -59,369 -7%
Macquarie Group
13
Macquarie Group
Australia
$50.6M +$5.1M +80,941 +12%
JP Morgan Chase
14
JP Morgan Chase
New York
$48.1M +$42.8M +679,678 +2,016%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$37.7M -$33.8M -536,779 -49%
Goldman Sachs
16
Goldman Sachs
New York
$36.9M +$9.28M +147,411 +37%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$35.3M +$2.34M +37,166 +8%
Ameriprise
18
Ameriprise
Minnesota
$32.5M +$16.8M +266,574 +123%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$32.5M +$2.64M +41,999 +10%
State Street
20
State Street
Massachusetts
$31.7M +$889K +14,126 +3%
WRF
21
Waddell & Reed Financial
Kansas
$29.3M +$143K +2,265 +0.5%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$27.5M +$3.03M +48,109 +13%
Aberdeen Group
23
Aberdeen Group
United Kingdom
$25.4M +$23.7M +376,415 New
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$25M -$121K -1,921 -0.5%
Brown Advisory
25
Brown Advisory
Maryland
$24.5M +$993K +15,778 +5%

HLNE Hedge Fund Activity: Q2 2020 in Review

147 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q2 2020, worth a combined $2.02B — up 33% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new HLNE positions and 12 closed out — a net gain of 29 holders — while 70 added to existing stakes and 27 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $42.8M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $79.4M.

  • 147 institutional investors held Hamilton Lane (HLNE) as of Q2 2020, up from 118 in Q1 2020.
  • Funds reported $2.02B of Hamilton Lane stock for Q2 2020, up 33% quarter-over-quarter.
  • 41 funds opened new Hamilton Lane positions in Q2 2020 and 12 closed out, a net change of +29 holders.
  • The largest Hamilton Lane buyer in Q2 2020 was JP Morgan Chase, an estimated $42.8M added.
  • The largest Hamilton Lane seller in Q2 2020 was TPG Group Holdings (SBS) Advisors, an estimated $79.4M sold.

Based on aggregated 13F filings for Q2 2020.