We are live on ! Find out more
HLNE icon

Hamilton Lane

155 hedge funds and large institutions have $2.09B invested in Hamilton Lane in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 38 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 38

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

5% more funds holding

Funds holding: 147155 (+8)

1.25% more ownership

Funds ownership: 91.34%92.59% (+1.2%)

3% more capital invested

Capital invested by funds: $2.02B → $2.09B (+$70.4M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
155
Holders Change
+8
Holders Change %
+5.44%
% of All Funds
3.13%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
77
Reduced
38
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$312M +$122M +1,789,762 +59%
BlackRock
2
BlackRock
New York
$202M +$71.8M +1,049,262 +50%
Vanguard Group
3
Vanguard Group
Pennsylvania
$163M -$3.3M -48,268 -2%
WA
4
Wasatch Advisors
Utah
$143M +$2.3M +33,574 +2%
Federated Hermes
5
Federated Hermes
Pennsylvania
$103M +$109K +1,600 +0.1%
TCM
6
TimesSquare Capital Management
New York
$63.8M +$8.01M +117,110 +13%
FAM
7
Fred Alger Management
New York
$58.7M +$442K +6,465 +0.7%
AllianceBernstein
8
AllianceBernstein
Tennessee
$57.9M +$2.53M +37,051 +4%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$57.2M -$1.81M -26,448 -3%
Invesco
10
Invesco
Georgia
$49.6M -$11.2M -164,255 -18%
Macquarie Group
11
Macquarie Group
Australia
$48.6M +$118K +1,718 +0.2%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$43.2M +$12.8M +187,205 +39%
Goldman Sachs
13
Goldman Sachs
New York
$36.8M +$1.52M +22,277 +4%
State Street
14
State Street
Massachusetts
$35.9M +$5.81M +85,003 +18%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$33.9M -$2.35M -34,300 -6%
Renaissance Technologies
16
Renaissance Technologies
New York
$32.8M -$17.5M -255,200 -33%
Ameriprise
17
Ameriprise
Minnesota
$30.2M -$1.04M -15,221 -3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$29.9M +$3.78M +55,221 +14%
Northern Trust
19
Northern Trust
Illinois
$27.1M +$6.37M +93,176 +28%
TGHSA
20
TPG Group Holdings (SBS) Advisors
Texas
$26.9M -$32.1M -468,671 -53%
WRF
21
Waddell & Reed Financial
Kansas
$26.6M -$1.57M -22,927 -5%
Aberdeen Group
22
Aberdeen Group
United Kingdom
$25.1M +$852K +12,456 +3%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$24.2M +$284K +4,157 +1%
Brown Advisory
24
Brown Advisory
Maryland
$23.6M +$116K +1,699 +0.5%
Westfield Capital Management
25
Westfield Capital Management
Massachusetts
$22.8M +$6.21M +90,821 +35%

HLNE Hedge Fund Activity: Q3 2020 in Review

155 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q3 2020, worth a combined $2.09B — up 3.5% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new HLNE positions and 19 closed out — a net gain of 8 holders — while 77 added to existing stakes and 38 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $122M. The largest seller was JP Morgan Chase, cutting an estimated $46.6M.

  • 155 institutional investors held Hamilton Lane (HLNE) as of Q3 2020, up from 147 in Q2 2020.
  • Funds reported $2.09B of Hamilton Lane stock for Q3 2020, up 3.5% quarter-over-quarter.
  • 27 funds opened new Hamilton Lane positions in Q3 2020 and 19 closed out, a net change of +8 holders.
  • The largest Hamilton Lane buyer in Q3 2020 was Wellington Management Group, an estimated $122M added.
  • The largest Hamilton Lane seller in Q3 2020 was JP Morgan Chase, an estimated $46.6M sold.

Based on aggregated 13F filings for Q3 2020.