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Hamilton Lane
HLNE

Overview Fund Activity

185 hedge funds and large institutions have $3.06B invested in Hamilton Lane in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+18
Holders Change %
+10.78%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
83
Reduced
42
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$32M
2
Principal Financial Group
Principal Financial Group
Iowa
+$27.8M
3
CCM
Copeland Capital Management
Pennsylvania
+$24.1M
4
Capital International Investors
Capital International Investors
California
+$17.2M
5
ClearBridge Investments
ClearBridge Investments
New York
+$11.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$43.8M
2
Ameriprise
Ameriprise
Minnesota
-$40.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$30.6M
4
BlackRock
BlackRock
New York
-$24.3M
5
Goldman Sachs
Goldman Sachs
New York
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$346M -$30.6M -335,604 -8%
BlackRock
2
BlackRock
New York
$284M -$24.3M -266,442 -8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$268M +$2.78M +30,519 +1%
WA
4
Wasatch Advisors
Utah
$239M +$3.18M +34,852 +1%
Federated Hermes
5
Federated Hermes
Pennsylvania
$164M – – –
Ameriprise
6
Ameriprise
Minnesota
$123M -$40.1M -439,747 -25%
FAM
7
Fred Alger Management
New York
$101M +$8.19M +89,887 +9%
Macquarie Group
8
Macquarie Group
Australia
$92.4M +$32M +350,872 +53%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$82.4M -$172K -1,886 -0.2%
ClearBridge Investments
10
ClearBridge Investments
New York
$78.5M +$11.8M +129,021 +18%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$76.7M -$2.15M -23,565 -3%
Invesco
12
Invesco
Georgia
$73.1M +$1.82M +19,988 +3%
TCM
13
TimesSquare Capital Management
New York
$67.8M -$5.87M -64,425 -8%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$61.5M -$43.8M -480,417 -42%
State Street
15
State Street
Massachusetts
$60.1M +$5.93M +64,815 +11%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$53.2M +$3.2M +35,117 +6%
Goldman Sachs
17
Goldman Sachs
New York
$39.2M -$11.8M -128,989 -23%
Northern Trust
18
Northern Trust
Illinois
$38.6M +$383K +4,201 +1%
CCM
19
Copeland Capital Management
Pennsylvania
$37.3M +$24.1M +264,157 +183%
Fidelity International
20
Fidelity International
Bermuda
$36.9M +$6.05M +66,355 +20%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$35.3M +$918K +10,076 +3%
Brown Advisory
22
Brown Advisory
Maryland
$35.3M +$677K +7,427 +2%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$31.7M -$91.1K -1,000 -0.3%
ACM
24
Atlanta Capital Management
Georgia
$30.5M -$898K -9,853 -3%
Citadel Advisors
25
Citadel Advisors
Florida
$29M +$2.25M +24,659 +8%
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