HLNE Hamilton Lane INC

MIXED Impact: 5/10 Institutional Cluster
Horizon weeks Processed 3d 2h ago
Institutional cluster: 18 buyers, 13 sellers (mixed)

Executive Summary

A mixed institutional cluster in HLNE for Q3 2024 shows 18 buyers accumulating $234.4M (led by Invesco, Ameriprise, and a new $44.1M position from Select Equity Group) against 13 sellers reducing by $44.7M (including Balyasny's full exit of $33.5M and Citadel trimming 25.9%). The net buying of ~$190M signals institutional conviction in Hamilton Lane's alternative-asset management model, but the presence of notable sellers and a 0% historical win rate on prior HLNE calls tempers the bullish read.

Key Financial Metrics

Direction
mixed
Buy Value
$428.2M
Sell Value
$44.7M
Net Flow
$189.7M

Institutional Positions

Net institutional flow: $189.7M

▲ Buyers (18)

InstitutionActionChangePosition ValueValue Δ
Select Equity Group NEW +0% $44.1M $44.1M
Ameriprise Financial ADD +86.7% $86.3M $52.4M
Alliancebernstein DOUBLED +119% $17.3M $11.5M

▼ Sellers (13)

InstitutionActionChangePrev ValueValue Δ
Balyasny Asset Management EXIT -100% $33.5M -$33.5M
Citadel TRIM -25.9% $83.3M $751.0K
Silvercrest Asset Management TRIM -39.6% $23.3M -$4.1M

Actionable Insight

The cluster is directionally bullish in aggregate but mixed in composition — active managers like Select Equity and AllianceBernstein are accumulating, while Balyasny's full exit and Citadel's trim suggest competing views. Given the 45-day 13F lag and poor historical model performance on HLNE, traders should wait for a catalyst (e.g., earnings, AUM update) before acting on this signal alone.

Key Facts

  • 18 institutional buyers added $234.4M in HLNE positions during Q3 2024, while 13 sellers reduced by $44.7M.
  • Select Equity Group initiated a new $44.1M position (262.1K shares), the largest single new buy.
  • Invesco (mega-passive) added $114.6M (+31.8% shares), and Ameriprise added $52.4M (+86.7% shares).
  • Balyasny Asset Management fully exited a $33.5M position (271.4K shares), the largest single sell.
  • Citadel trimmed 25.9% of its HLNE stake, retaining $84.1M in value.
  • Prior HLNE reports on this model had a 0% win rate at T+20, with an average -6.44% return.

Financial Impact

Net institutional buying of approximately $189.7M ($234.4M buys minus $44.7M sells) across 31 filers.

institutional ownershipfloat turnover

Risk Factors

  • 13F data is 45+ days stale; positions may have been unwound since quarter-end.
  • Historical model calls on HLNE have underperformed significantly (avg -6.44% at T+20).
  • Passive/index buying (Invesco) may reflect rebalancing rather than conviction.

Market Snapshot

Exchange
Nasdaq
Sector
Investment Advice
Analyst Consensus
85% bullish (13 analysts)

Documents Analyzed

This report is based on 1 institutional 13F filing from SEC EDGAR.

DocumentAccession Number
INST-CLUSTER Data (Synthetic)inst-cluster-HLNE-2024-Q3
4 reports for HLNE
Performance horizon
0% Hit rate 0 of 3 directional calls best @ T+5▼ −1.94%Feb 20, 2026
Filters
Rows
Reports for HLNE — sortable, filterable
Type Now
Jun 12, 2026
3d ago
Institutional Cluster
MIXED ★ 5/10
$78.71 awaiting T+60awaiting T+60
Feb 20, 2026
16w ago
Insider Cluster
BULLISH ★ 8/10
$106.45 $86.75▼ −18.50%▼ −25.64%
Feb 20, 2026
16w ago
Insider Cluster
BULLISH ★ 8/10
$106.45 $86.75▼ −18.50%▼ −25.64%
Feb 20, 2026
16w ago
Insider Cluster
BULLISH ★ 8/10
$106.45 $86.75▼ −18.50%▼ −25.64%
Showing 4 of 4

US Market Status

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