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Hamilton Lane

169 hedge funds and large institutions have $3.02B invested in Hamilton Lane in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

17% more capital invested

Capital invested by funds: $2.58B → $3.02B (+$440M)

14% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 57

10% more funds holding

Funds holding: 154169 (+15)

0.55% less ownership

Funds ownership: 94.48%93.93% (-0.55%)

Holders
169
Holders Change
+15
Holders Change %
+9.74%
% of All Funds
2.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
65
Reduced
57
Closed
15
Calls
$788K
Puts
Net Calls
+$788K
Net Calls Change
+$507K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$366M -$48.8M -577,275 -12%
BlackRock
2
BlackRock
New York
$300M +$7.08M +83,747 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$257M +$26.7M +315,594 +12%
WA
4
Wasatch Advisors
Utah
$229M +$33M +390,376 +18%
Federated Hermes
5
Federated Hermes
Pennsylvania
$159M +$16.8M +199,300 +12%
Ameriprise
6
Ameriprise
Minnesota
$159M +$70.9M +838,636 +88%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$102M +$32.2M +381,218 +49%
FAM
8
Fred Alger Management
New York
$90.5M +$4.15M +49,098 +5%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$80.3M +$13M +153,622 +20%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$76.7M -$67.8K -803 -0.1%
TCM
11
TimesSquare Capital Management
New York
$71.6M -$6.64M -78,635 -9%
Invesco
12
Invesco
Georgia
$69.2M +$111K +1,308 +0.2%
ClearBridge Investments
13
ClearBridge Investments
New York
$64.9M +$9.26M +109,583 +18%
Macquarie Group
14
Macquarie Group
Australia
$58.8M -$3.42M -40,536 -6%
State Street
15
State Street
Massachusetts
$52.6M -$399K -4,717 -0.8%
Goldman Sachs
16
Goldman Sachs
New York
$49.6M +$665K +7,869 +1%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$48.6M +$5.69M +67,322 +14%
Northern Trust
18
Northern Trust
Illinois
$37.1M -$299K -3,539 -0.8%
Aberdeen Group
19
Aberdeen Group
United Kingdom
$35.2M +$697K +8,252 +2%
Brown Advisory
20
Brown Advisory
Maryland
$33.6M +$680K +8,044 +2%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$33.4M +$422K +4,994 +1%
WRF
22
Waddell & Reed Financial
Kansas
$31.8M -$4.46M -52,845 -13%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$30.9M -$7.75M -91,715 -21%
ACM
24
Atlanta Capital Management
Georgia
$30.5M +$6.71M +79,449 +30%
Fidelity International
25
Fidelity International
Bermuda
$29.9M +$23.3M +275,485 +440%

HLNE Hedge Fund Activity: Q1 2021 in Review

169 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q1 2021, worth a combined $3.02B — up 17% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HLNE positions and 15 closed out — a net gain of 16 holders — while 65 added to existing stakes and 57 trimmed.

The largest buyer was Ameriprise, adding an estimated $70.9M. The largest seller was AllianceBernstein, cutting an estimated $75.9M.

  • 169 institutional investors held Hamilton Lane (HLNE) as of Q1 2021, up from 154 in Q4 2020.
  • Funds reported $3.02B of Hamilton Lane stock for Q1 2021, up 17% quarter-over-quarter.
  • 31 funds opened new Hamilton Lane positions in Q1 2021 and 15 closed out, a net change of +16 holders.
  • The largest Hamilton Lane buyer in Q1 2021 was Ameriprise, an estimated $70.9M added.
  • The largest Hamilton Lane seller in Q1 2021 was AllianceBernstein, an estimated $75.9M sold.

Based on aggregated 13F filings for Q1 2021.