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Hamilton Lane
HLNE

216 hedge funds and large institutions have $3.59B invested in Hamilton Lane in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 12

48% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 58

22% more capital invested

Capital invested by funds: $2.94B → $3.59B (+$654M)

15% more funds holding

Funds holding: 188 → 216 (+28)

0.1% more ownership

Funds ownership: 93.26% → 93.36% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
216
Holders Change
+28
Holders Change %
+14.89%
% of All Funds
3.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
41
Increased
86
Reduced
58
Closed
12
Calls
$1.21M
Puts
–
Net Calls
+$1.21M
Net Calls Change
-$1.41M

Top Buyers

Rank Fund Capital Flow
1
FAM
Fred Alger Management
New York
+$39.6M
2
Invesco
Invesco
Georgia
+$17.1M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$14.7M
4
Bank of America
Bank of America
North Carolina
+$8.44M
5
AII
AGF Investments Inc
Ontario, Canada
+$8.01M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$30.9M
2
Goldman Sachs
Goldman Sachs
New York
-$28.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$23M
4
TCM
TimesSquare Capital Management
New York
-$14.7M
5
BlackRock
BlackRock
New York
-$6.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$375M +$863K +8,410 +0.2%
BlackRock
2
BlackRock
New York
$313M -$6.77M -65,935 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$312M +$5.1M +49,642 +2%
WA
4
Wasatch Advisors
Utah
$312M -$4.55M -44,321 -1%
FAM
5
Fred Alger Management
New York
$183M +$39.6M +385,416 +28%
Federated Hermes
6
Federated Hermes
Pennsylvania
$183M +$1.13K +11 +0%
Invesco
7
Invesco
Georgia
$113M +$17.1M +166,566 +18%
Ameriprise
8
Ameriprise
Minnesota
$112M -$30.9M -301,465 -22%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$96.5M +$2.85M +27,808 +3%
ClearBridge Investments
10
ClearBridge Investments
New York
$89.1M +$100K +976 +0.1%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$83.3M -$2.63M -25,589 -3%
Macquarie Group
12
Macquarie Group
Australia
$78.3M -$4.07M -39,664 -5%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$77.8M +$2.62M +25,529 +4%
State Street
14
State Street
Massachusetts
$75.9M +$5.18M +50,487 +7%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$64.1M +$2.87M +27,922 +5%
TCM
16
TimesSquare Capital Management
New York
$58.8M -$14.7M -143,600 -20%
CCM
17
Copeland Capital Management
Pennsylvania
$58.8M +$864K +8,418 +2%
Bank of America
18
Bank of America
North Carolina
$48.3M +$8.44M +82,240 +21%
Capital International Investors
19
Capital International Investors
California
$45.9M – – –
Fidelity Investments
20
Fidelity Investments
Massachusetts
$44.4M -$23M -223,904 -34%
Northern Trust
21
Northern Trust
Illinois
$42.3M -$672K -6,543 -2%
Principal Financial Group
22
Principal Financial Group
Iowa
$41.2M +$2.52M +24,517 +6%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$40.4M -$618K -6,021 -2%
Fidelity International
24
Fidelity International
Bermuda
$34.7M -$1.44M -14,020 -4%
ACM
25
Atlanta Capital Management
Georgia
$32.1M -$1.27M -12,325 -4%
1
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HLNE Hedge Fund Activity: Q4 2021 in Review

216 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q4 2021, worth a combined $3.59B — up 22% from $2.94B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new HLNE positions and 12 closed out — a net gain of 29 holders — while 86 added to existing stakes and 58 trimmed.

The largest buyer was Fred Alger Management, adding an estimated $39.6M. The largest seller was Ameriprise, cutting an estimated $30.9M.

  • 216 institutional investors held Hamilton Lane (HLNE) as of Q4 2021, up from 188 in Q3 2021.
  • Funds reported $3.59B of Hamilton Lane stock for Q4 2021, up 22% quarter-over-quarter.
  • 41 funds opened new Hamilton Lane positions in Q4 2021 and 12 closed out, a net change of +29 holders.
  • The largest Hamilton Lane buyer in Q4 2021 was Fred Alger Management, an estimated $39.6M added.
  • The largest Hamilton Lane seller in Q4 2021 was Ameriprise, an estimated $30.9M sold.

Based on aggregated 13F filings for Q4 2021.