Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hamilton Lane Inc (HLNE)

380 + Investors. Track Smart Money conviction in HLNE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — HLNE

Based on 382 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their HLNE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
382 hedge funds hold HLNE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+38 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

227 buying199 selling
Last quarter: 227 funds bought or added vs 199 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 92 → 51 → 88 → 75. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 26% medium ■ 25% new
187 out of 382 hedge funds have held HLNE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +3%, value -29%

Value
-28%
Shares
+3%
Last quarter: funds added +3% more shares while total portfolio value only changed -29%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

54 → 92 → 51 → 88 → 75 new funds/Q
New funds entering each quarter: 92 → 51 → 88 → 75. A growing number of institutions are discovering HLNE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 54% of holders stayed 2+ years

■ 54% veterans ■ 17% 1-2yr ■ 29% new
Of 387 current holders: 208 (54%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
59 of 382 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in HLNE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HLNE

In 2026 Q1, 227 hedge funds were net buyers of HLNE (75 opened a new position, 152 added to an existing one), while 199 reduced or exited (122 trimmed, 77 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 40% of total institutional value in HLNE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 382.

Hedge Fund Ownership: HLNE

How many hedge funds hold HLNE — quarterly history vs. share price
Quarterly hedge fund ownership of HLNE vs. share price

Market Analysis: HLNE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HLNE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Hamilton Lane Inc (HLNE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HLNE has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 73d ago
HLNE
-19.4%
XLF
+6.6%

HLNE outperformed XLF by -26.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 28d ago
HLNE
-6.5%
XLF
+3.0%

Since the filing became public, HLNE outperformed XLF by -9.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

28 top-rated funds 0 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: HLNE
380 + Investors

Track Smart Money conviction in HLNE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 380 384 -1.04%
13F Shares 42M 41M 3.05%
Total Value $3.89B $5.46B -28.69%
New Positions 74 88 -14
Increased Positions 151 135 +16
Closed Positions 78 74 +4
Reduced Positions 121 126 -5
Total Calls 3 0 100%
Total Puts 3 1 200.0%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: HLNE

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

380 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HLNE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 HLNE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Champlain Investment Partners, LLC 1.37% 1,087,227 $108.1M
2 Wasatch Advisors LP 1.16% 1,751,596 $174.1M
3 Copeland Capital Management, LLC 1.12% 505,806 $50.3M
4 Kayne Anderson Rudnick Investment Management LLC 1.00% 3,415,150 $339.5M
5 Point Nemo Capital, LLC 0.75% 11,442 $1.1M
6 Deprince Race & Zollo Inc 0.61% 325,465 $32.4M
7 Geneva Capital Management LLC 0.58% 274,694 $27.3M
8 Lecap Asset Management Ltd 0.53% 14,218 $1.4M
9 Susquehanna Fundamental Investments, LLC 0.50% 134,097 $13.3M
10 Df Dent & Co Inc 0.30% 156,864 $15.6M
11 Yorktown Management & Research Co Inc 0.27% 3,300 $328K
12 Los Angeles Capital Management LLC 0.27% 678,491 $67.4M
13 Vista Finance, LLC 0.18% 2,331 $232K
14 Argent Capital Management LLC 0.17% 55,236 $5.5M
15 Westfield Capital Management Co LP 0.15% 364,174 $36.2M
16 Moran Wealth Management, LLC 0.14% 46,170 $4.6M
17 Caitlin John, LLC 0.13% 2,222 $221K
18 Jefferies Financial Group Inc. 0.13% 189,688 $18.9M
19 Impact Capital Partners LLC 0.12% 3,864 $384K
20 Keebeck Wealth Management 0.11% 10,020 $1.0M
21 Van Hulzen Asset Management, LLC 0.11% 15,205 $1.5M
22 Silvercrest Asset Management Group LLC 0.11% 156,308 $15.5M
23 Crawford Investment Counsel Inc 0.11% 66,099 $6.6M
24 iSAM Funds (UK) Ltd 0.10% 2,139 $213K
25 Voloridge Investment Management, LLC 0.10% 261,842 $26.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Hamilton Lane Inc (HLNE)

What does the Smart Money Trend signal show for HLNE?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their HLNE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for HLNE?

Slight buying edge — 53% buying: Last quarter: 227 funds bought or added vs 199 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HLNE holders?

Elite ownership — 40% AUM from top-100 funds: 59 of 382 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in HLNE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HLNE?

49% of holders stayed for 2+ years: 187 out of 382 hedge funds have held HLNE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Hamilton Lane Inc (HLNE) following the 2026 Q1 hedge fund 13F filings?

As of today, HLNE has moved -6.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.0% for the XLF sector ETF — an outperformance of -9.5%. Since the quarter end (March 31, 2026), HLNE has gained -19.4% vs +6.6% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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