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Hamilton Lane
HLNE

Overview Fund Activity

238 hedge funds and large institutions have $4.27B invested in Hamilton Lane in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 72 increasing their positions, 90 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+24
Holders Change %
+11.21%
% of All Funds
3.49%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
46
Increased
72
Reduced
90
Closed
16
Calls
$8.19M
Puts
$45K
Net Calls
+$8.15M
Net Calls Change
+$6.34M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$92.6M
2
Morgan Stanley
Morgan Stanley
New York
+$83.4M
3
EIP
Epoch Investment Partners
New York
+$47.2M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$36.8M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$32.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$101M
2
WA
Wasatch Advisors
Utah
-$15.9M
3
Principal Financial Group
Principal Financial Group
Iowa
-$13.9M
4
Polen Capital Management
Polen Capital Management
Florida
-$13.8M
5
TCM
TimesSquare Capital Management
New York
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$385M +$23.8M +210,155 +7%
BlackRock
2
BlackRock
New York
$365M +$18.9M +166,513 +5%
WA
3
Wasatch Advisors
Utah
$303M -$15.9M -139,845 -5%
Federated Hermes
4
Federated Hermes
Pennsylvania
$179M – – –
Wellington Management Group
5
Wellington Management Group
Massachusetts
$170M -$101M -890,696 -37%
ClearBridge Investments
6
ClearBridge Investments
New York
$160M +$20.4M +179,873 +15%
Morgan Stanley
7
Morgan Stanley
New York
$153M +$83.4M +735,062 +119%
Macquarie Group
8
Macquarie Group
Australia
$133M -$9.17M -80,865 -6%
TD Asset Management
9
TD Asset Management
Ontario, Canada
$130M +$92.6M +816,102 +250%
Invesco
10
Invesco
Georgia
$127M -$10.5M -92,516 -8%
CCM
11
Copeland Capital Management
Pennsylvania
$108M -$2.92M -25,699 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$99.4M +$4.25M +37,430 +4%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$98.8M -$9M -79,320 -8%
VBA
14
Van Berkom & Associates
Quebec, Canada
$97.3M -$10.8M -95,241 -10%
State Street
15
State Street
Massachusetts
$94.9M +$2.31M +20,272 +2%
EIP
16
Epoch Investment Partners
New York
$90.7M +$47.2M +416,103 +109%
Millennium Management
17
Millennium Management
New York
$84.8M -$7.42M -65,409 -8%
FAM
18
Fred Alger Management
New York
$80.8M -$4.84M -42,656 -6%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$80.4M -$847K -7,470 -1%
Polen Capital Management
20
Polen Capital Management
Florida
$67.9M -$13.8M -19,392 -17%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$61.7M +$2.59M +22,832 +4%
American Century Companies
22
American Century Companies
Missouri
$61.6M +$11.3M +99,945 +23%
Principal Financial Group
23
Principal Financial Group
Iowa
$55.4M -$13.9M -122,923 -20%
Northern Trust
24
Northern Trust
Illinois
$55.3M -$869K -7,659 -2%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$53.7M +$9.76K +86 +0%
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