Hamilton Lane (NASDAQ: HLNE) is a leading private markets investment management firm providing innovative solutions to sophisticated investors around the world. Dedicated exclusively to private markets investing for 29 years, the firm currently employs more than 400 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East. Hamilton Lane has approximately $547 billion in assets under management and supervision, composed of approximately $73 billion in discretionary assets and over $474 billion in advisory assets, as of September 30, 2020. Hamilton Lane specializes in building flexible investment programs that provide clients access to the full spectrum of private markets strategies, sectors and geographies.
Company profile
Ticker
HLNE
Exchange
Website
CEO
Mario Giannini
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
2020 Tactical Market Fund LP • 2020 Tactical Market GP LLC • Allegro GP LLC • Allegro Investments I LP • Allegro Investments II LP • Alpha Z GP LLC • Alpha Z II GP LLC • Alpha Z III GP LLC • Alpha Z IV GP LLC • Alpha Z Private Equity Fund III L.P. ...
IRS number
262482738
HLNE stock data
Analyst ratings and price targets
Current price
Average target
$70.50
Low target
$69.00
High target
$72.00
Morgan Stanley
Maintains
$72.00
Wells Fargo
Maintains
$69.00
Latest filings (excl ownership)
10-Q
2023 Q2
Quarterly report
1 Nov 22
8-K
Results of Operations and Financial Condition
1 Nov 22
8-K
Entry into a Material Definitive Agreement
26 Oct 22
8-K
Departure of Directors or Certain Officers
2 Sep 22
10-Q
2023 Q1
Quarterly report
2 Aug 22
8-K
Results of Operations and Financial Condition
2 Aug 22
DEFA14A
Additional proxy soliciting materials
21 Jul 22
DEF 14A
Definitive proxy
21 Jul 22
10-K
2022 FY
Annual report
26 May 22
8-K
Results of Operations and Financial Condition
26 May 22
Transcripts
HLNE
Earnings call transcript
2023 Q2
1 Nov 22
HLNE
Earnings call transcript
2023 Q1
2 Aug 22
HLNE
Earnings call transcript
2022 Q4
26 May 22
HLNE
Earnings call transcript
2022 Q3
1 Feb 22
HLNE
Earnings call transcript
2022 Q2
2 Nov 21
HLNE
Earnings call transcript
2022 Q1
7 Aug 21
HLNE
Earnings call transcript
2021 Q4
27 May 21
HLNE
Earnings call transcript
2021 Q3
2 Feb 21
HLNE
Earnings call transcript
2021 Q2
4 Nov 20
HLNE
Earnings call transcript
2021 Q1
7 Aug 20
Latest ownership filings
Financial summary
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| Annual (USD) | Mar 22 | Mar 21 | Mar 20 | Mar 19 | |
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Institutional ownership, Q3 2022
| 13F holders | Current |
|---|---|
| Total holders | 197 |
| Opened positions | 27 |
| Closed positions | 19 |
| Increased positions | 76 |
| Reduced positions | 68 |
| 13F shares | Current |
|---|---|
| Total value | 3.61 bn |
| Total shares | 51.96 mm |
| Total puts | 3.40 k |
| Total calls | 0.00 |
| Total put/call ratio | Infinity |
| Largest owners | Shares | Value |
|---|---|---|
| Hla Investments | 18.51 mm | $1.62 bn |
| Wasatch Advisors | 3.31 mm | $197.53 mm |
| Wellington Management | 3.09 mm | $184.04 mm |
| Vanguard | 3.05 mm | $182.09 mm |
| BLK Blackrock | 2.86 mm | $170.56 mm |
| FHI Federated Hermes | 1.72 mm | $102.51 mm |
| Fred Alger Management | 1.15 mm | $68.50 mm |
| Clearbridge Advisors | 1.08 mm | $64.22 mm |
| MCQEF Macquarie | 986.37 k | $58.82 mm |
| IVZ Invesco | 969.95 k | $57.82 mm |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 7 Nov 22 | Reynoldo Vann Graves | Class A Common Stock | Sell | Dispose S | No | No | 65.81 | 255 | 16.78 k | 256 |
| 16 Sep 22 | Sexton O Griffith | Class A Common Stock | Grant | Acquire A | No | No | 0 | 2,512 | 0.00 | 17,414 |
| 16 Sep 22 | Varon Leslie F | Class A Common Stock | Grant | Acquire A | No | No | 0 | 1,256 | 0.00 | 6,849 |
| 16 Sep 22 | Varma Atul | Performance Stock Class A Common Stock | Grant | Acquire A | No | No | 0 | 6,522 | 0.00 | 6,522 |
| 16 Sep 22 | Gavalis Lydia | Performance Stock Class A Common Stock | Grant | Acquire A | No | No | 0 | 6,522 | 0.00 | 6,522 |
| 30 Jun 22 | Varma Atul | Class A Common Stock | Grant | Acquire A | No | No | 57.1 | 92 | 5.25 k | 6,328 |
| 31 Mar 22 | Varma Atul | Class A Common Stock | Grant | Acquire A | No | No | 65.7 | 79 | 5.19 k | 6,236 |
News
Morgan Stanley Maintains Equal-Weight on Hamilton Lane, Raises Price Target to $72
24 Jan 23
Wells Fargo Maintains Equal-Weight on Hamilton Lane, Raises Price Target to $69
11 Jan 23
Goldman Sachs' Four Zones Within Capital Market Coverage, Gives Stock Picks
4 Jan 23
Hamilton Lane Alliance Holdings I, Announces Liquidation Effective As Of December 15, 2022
5 Dec 22
Hamilton Lane's Return on Invested Capital Overview
9 Nov 22
Press releases
Hamilton Lane Incorporated to Announce Third Quarter Fiscal 2023 Results on February 7, 2023
17 Jan 23
Hamilton Lane Closes Direct Equity Fund at Nearly $2.1 Billion in Commitments
4 Jan 23
Novata Announces New Additions to Leadership Team
14 Dec 22
Hamilton Lane named a Best Place to Work in Money Management for 11th Consecutive Year
12 Dec 22
Hamilton Lane Alliance Holdings I, Inc. Announces Liquidation
5 Dec 22