We are live on ! Find out more
HLNE icon

Hamilton Lane

188 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, 89 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 46

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

0.56% more ownership

Funds ownership: 92.69%93.26% (+0.56%)

1% more funds holding

Funds holding: 187188 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $3.06B → $2.94B (-$122M)

Holders
188
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
89
Reduced
46
Closed
21
Calls
$2.62M
Puts
Net Calls
+$2.62M
Net Calls Change
+$2.62M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$306M -$16.8M -187,307 -5%
BlackRock
2
BlackRock
New York
$262M -$2.45M -27,392 -0.9%
WA
3
Wasatch Advisors
Utah
$259M +$38.2M +426,243 +16%
Vanguard Group
4
Vanguard Group
Pennsylvania
$251M +$2.08M +23,219 +0.8%
Federated Hermes
5
Federated Hermes
Pennsylvania
$150M -$2.86M -32,000 -2%
Ameriprise
6
Ameriprise
Minnesota
$117M +$2.49M +27,839 +2%
FAM
7
Fred Alger Management
New York
$117M +$24M +267,743 +24%
Invesco
8
Invesco
Georgia
$78M +$10.6M +118,170 +15%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$76.6M -$153K -1,705 -0.2%
ClearBridge Investments
10
ClearBridge Investments
New York
$72.9M -$229K -2,553 -0.3%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$70.4M -$1.06M -11,798 -1%
Macquarie Group
12
Macquarie Group
Australia
$67.4M -$19.6M -219,204 -22%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$61.5M +$33.8M +377,859 +109%
TCM
14
TimesSquare Capital Management
New York
$60.3M -$2.89M -32,330 -4%
State Street
15
State Street
Massachusetts
$57.9M +$2.07M +23,073 +4%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$55.3M -$2.04M -22,735 -3%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$50.1M +$625K +6,983 +1%
CCM
18
Copeland Capital Management
Pennsylvania
$47.4M +$13.5M +150,312 +37%
Capital International Investors
19
Capital International Investors
California
$37.6M +$22.8M +254,210 +135%
Northern Trust
20
Northern Trust
Illinois
$35.1M -$807K -9,009 -2%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$33.6M +$706K +7,889 +2%
Principal Financial Group
22
Principal Financial Group
Iowa
$32.7M +$6.58M +73,518 +24%
Bank of America
23
Bank of America
North Carolina
$32.6M +$6.67M +74,464 +24%
Goldman Sachs
24
Goldman Sachs
New York
$32.1M -$4.63M -51,702 -12%
Fidelity International
25
Fidelity International
Bermuda
$29.6M -$4.99M -55,707 -14%

HLNE Hedge Fund Activity: Q3 2021 in Review

188 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q3 2021, worth a combined $2.94B — down 4% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HLNE positions and 21 closed out — a net gain of 2 holders — while 89 added to existing stakes and 46 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $38.2M. The largest seller was Brown Advisory, exiting entirely with an estimated $35.3M sold.

  • 188 institutional investors held Hamilton Lane (HLNE) as of Q3 2021, up from 187 in Q2 2021.
  • Funds reported $2.94B of Hamilton Lane stock for Q3 2021, down 4% quarter-over-quarter.
  • 23 funds opened new Hamilton Lane positions in Q3 2021 and 21 closed out, a net change of +2 holders.
  • The largest Hamilton Lane buyer in Q3 2021 was Wasatch Advisors, an estimated $38.2M added.
  • The largest Hamilton Lane seller in Q3 2021 was Brown Advisory, an estimated $35.3M sold.

Based on aggregated 13F filings for Q3 2021.