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Hamilton Lane

266 hedge funds and large institutions have $4.29B invested in Hamilton Lane in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 85 increasing their positions, 100 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $4.25M | Put options by funds: $678K

100% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 27

11% more funds holding

Funds holding: 240266 (+26)

0% more capital invested

Capital invested by funds: $4.27B → $4.29B (+$17.3M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.21% less ownership

Funds ownership: 96.21%93.99% (-2.2%)

15% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 100

Holders
266
Holders Change
+26
Holders Change %
+10.83%
% of All Funds
3.83%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
54
Increased
85
Reduced
100
Closed
27
Calls
$4.25M
Puts
$678K
Net Calls
+$3.57M
Net Calls Change
-$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$415M +$32M +283,190 +8%
BlackRock
2
BlackRock
New York
$350M -$12.9M -114,515 -4%
WA
3
Wasatch Advisors
Utah
$283M -$18.7M -165,706 -6%
Federated Hermes
4
Federated Hermes
Pennsylvania
$178M -$56.5K -500 -0%
ClearBridge Investments
5
ClearBridge Investments
New York
$156M -$3.18M -28,155 -2%
Millennium Management
6
Millennium Management
New York
$152M +$67.9M +601,153 +80%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$143M -$26.4M -234,153 -16%
Invesco
8
Invesco
Georgia
$127M +$706K +6,250 +0.6%
Macquarie Group
9
Macquarie Group
Australia
$120M -$12.1M -107,231 -9%
TD Asset Management
10
TD Asset Management
Ontario, Canada
$113M -$15.5M -137,281 -12%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$103M +$4.27M +37,812 +4%
VBA
12
Van Berkom & Associates
Quebec, Canada
$98.7M +$1.97M +17,484 +2%
State Street
13
State Street
Massachusetts
$96.5M +$2.13M +18,904 +2%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$96.2M -$1.96M -17,331 -2%
CCM
15
Copeland Capital Management
Pennsylvania
$96M -$11.3M -100,220 -11%
Citadel Advisors
16
Citadel Advisors
Florida
$80.9M +$45.1M +399,409 +125%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$77.4M -$2.51M -22,188 -3%
Morgan Stanley
18
Morgan Stanley
New York
$72.1M -$80.5M -712,791 -53%
FAM
19
Fred Alger Management
New York
$70.2M -$10.1M -89,819 -13%
EIP
20
Epoch Investment Partners
New York
$64M -$26.2M -231,896 -29%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$62.3M +$944K +8,357 +2%
JP Morgan Chase
22
JP Morgan Chase
New York
$59.1M +$5.65M +50,048 +11%
Principal Financial Group
23
Principal Financial Group
Iowa
$54.6M -$442K -3,911 -0.8%
Northern Trust
24
Northern Trust
Illinois
$54.4M -$614K -5,440 -1%
American Century Companies
25
American Century Companies
Missouri
$50.3M -$11M -97,452 -18%

HLNE Hedge Fund Activity: Q1 2024 in Review

266 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q1 2024, worth a combined $4.29B — up 0.4% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new HLNE positions and 27 closed out — a net gain of 27 holders — while 85 added to existing stakes and 100 trimmed.

The largest buyer was Millennium Management, adding an estimated $67.9M. The largest seller was Morgan Stanley, cutting an estimated $80.5M.

  • 266 institutional investors held Hamilton Lane (HLNE) as of Q1 2024, up from 240 in Q4 2023.
  • Funds reported $4.29B of Hamilton Lane stock for Q1 2024, up 0.4% quarter-over-quarter.
  • 54 funds opened new Hamilton Lane positions in Q1 2024 and 27 closed out, a net change of +27 holders.
  • The largest Hamilton Lane buyer in Q1 2024 was Millennium Management, an estimated $67.9M added.
  • The largest Hamilton Lane seller in Q1 2024 was Morgan Stanley, an estimated $80.5M sold.

Based on aggregated 13F filings for Q1 2024.