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Hamilton Lane
HLNE

Overview Fund Activity

186 hedge funds and large institutions have $2.94B invested in Hamilton Lane in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 88 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
88
Reduced
46
Closed
21
Calls
$2.62M
Puts
–
Net Calls
+$2.62M
Net Calls Change
+$2.62M

Top Buyers

1
WA
Wasatch Advisors
Utah
+$36.2M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$32M
3
FAM
Fred Alger Management
New York
+$22.7M
4
Capital International Investors
Capital International Investors
California
+$21.6M
5
CCM
Copeland Capital Management
Pennsylvania
+$12.7M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
-$35.3M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$25.1M
3
Macquarie Group
Macquarie Group
Australia
-$18.6M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$15.9M
5
Fidelity International
Fidelity International
Bermuda
-$4.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$306M -$15.9M -187,307 -5%
BlackRock
2
BlackRock
New York
$262M -$2.32M -27,392 -0.9%
WA
3
Wasatch Advisors
Utah
$259M +$36.2M +426,243 +16%
Vanguard Group
4
Vanguard Group
Pennsylvania
$251M +$1.97M +23,219 +0.8%
Federated Hermes
5
Federated Hermes
Pennsylvania
$150M -$2.71M -32,000 -2%
Ameriprise
6
Ameriprise
Minnesota
$117M +$2.36M +27,839 +2%
FAM
7
Fred Alger Management
New York
$117M +$22.7M +267,743 +24%
Invesco
8
Invesco
Georgia
$78M +$10M +118,170 +15%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$76.6M -$145K -1,705 -0.2%
ClearBridge Investments
10
ClearBridge Investments
New York
$72.9M -$217K -2,553 -0.3%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$70.4M -$1,000K -11,798 -1%
Macquarie Group
12
Macquarie Group
Australia
$67.4M -$18.6M -219,204 -22%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$61.5M +$32M +377,859 +109%
TCM
14
TimesSquare Capital Management
New York
$60.3M -$2.74M -32,330 -4%
State Street
15
State Street
Massachusetts
$57.9M +$1.97M +23,073 +4%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$55.3M -$1.93M -22,735 -3%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$50.1M +$592K +6,983 +1%
CCM
18
Copeland Capital Management
Pennsylvania
$47.4M +$12.7M +150,312 +37%
Capital International Investors
19
Capital International Investors
California
$37.6M +$21.6M +254,210 +135%
Northern Trust
20
Northern Trust
Illinois
$35.1M -$764K -9,009 -2%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$33.6M +$669K +7,889 +2%
Principal Financial Group
22
Principal Financial Group
Iowa
$32.7M +$6.24M +73,518 +24%
Bank of America
23
Bank of America
North Carolina
$32.6M +$6.32M +74,464 +24%
Goldman Sachs
24
Goldman Sachs
New York
$32.1M -$4.39M -51,702 -12%
Fidelity International
25
Fidelity International
Bermuda
$29.6M -$4.73M -55,707 -14%
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