HLNE icon

Hamilton Lane
HLNE

Overview Fund Activity

207 hedge funds and large institutions have $2.67B invested in Hamilton Lane in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 93 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-8
Holders Change %
-3.72%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
17
Increased
93
Reduced
67
Closed
23
Calls
$126K
Puts
$104K
Net Calls
+$22K
Net Calls Change
+$226K

Top Buyers

1
WA
Wasatch Advisors
Utah
+$31.2M
2
American Century Companies
American Century Companies
Missouri
+$14.6M
3
Citadel Advisors
Citadel Advisors
Florida
+$8.78M
4
Norges Bank
Norges Bank
Norway
+$8.29M
5
VBA
Van Berkom & Associates
Quebec, Canada
+$6.96M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$18.3M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$17.1M
3
TCM
TimesSquare Capital Management
New York
-$13.8M
4
Millennium Management
Millennium Management
New York
-$10.6M
5
Deutsche Bank
Deutsche Bank
Germany
-$5.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1
Wasatch Advisors
Utah
$273M +$31.2M +421,774 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$235M +$1.17M +15,830 +0.5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$214M -$18.3M -247,170 -8%
BlackRock
4
BlackRock
New York
$214M -$2.85M -38,535 -1%
Federated Hermes
5
Federated Hermes
Pennsylvania
$117M – – –
Macquarie Group
6
Macquarie Group
Australia
$87.9M +$2.07M +27,978 +2%
ClearBridge Investments
7
ClearBridge Investments
New York
$85.6M +$5.16M +69,781 +6%
Invesco
8
Invesco
Georgia
$85.1M +$3.28M +44,341 +4%
FAM
9
Fred Alger Management
New York
$73.2M -$4.44M -60,081 -6%
VBA
10
Van Berkom & Associates
Quebec, Canada
$71.7M +$6.96M +94,094 +11%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$71M +$288K +3,896 +0.4%
CCM
12
Copeland Capital Management
Pennsylvania
$62.9M +$4.95M +66,870 +9%
State Street
13
State Street
Massachusetts
$56.8M +$3.47M +46,632 +6%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$54.8M -$838K -11,324 -2%
TCM
15
TimesSquare Capital Management
New York
$52.8M -$13.8M -186,592 -21%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$52.1M -$3.17M -42,897 -6%
Principal Financial Group
17
Principal Financial Group
Iowa
$49.8M +$6.62M +89,434 +15%
Morgan Stanley
18
Morgan Stanley
New York
$49M -$138K -1,867 -0.3%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$39.6M -$17.1M -231,718 -30%
Norges Bank
20
Norges Bank
Norway
$34.5M +$8.29M +112,021 +32%
Bank of America
21
Bank of America
North Carolina
$34M +$2.1M +28,444 +7%
Northern Trust
22
Northern Trust
Illinois
$33.8M +$185K +2,496 +0.5%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$31.9M +$1.81M +24,405 +6%
Ameriprise
24
Ameriprise
Minnesota
$30.3M +$100K +1,353 +0.3%
Citadel Advisors
25
Citadel Advisors
Florida
$27.3M +$8.78M +118,695 +48%
1
2 3 4 5