The unanimous institutional buying suggests conviction in HLNE's alternative assets growth story. However, 13F data is stale — watch for Q4 2026 13F filings to see if these positions were maintained or trimmed. Monitor any insider buying for confluence.
Executive Summary
Five institutional asset managers accumulated $62.9M in Hamilton Lane (HLNE) during Q3 2026, with no institutional sellers. Fort Washington initiated a $27.0M position, while Wasatch Advisors added $35.4M. The cluster suggests a shared thesis on HLNE's alternative asset management franchise, though 13F data is 45+ days stale.
Key Financial Metrics
Institutional Positions
Net institutional flow: $62.9M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wasatch Advisors | ADD | +26.1% | $126.2M | $35.4M |
| Fort Washington Investment Advisors | NEW | — | $27.0M | $27.0M |
| Farther Finance Advisors | ADD | +52.8% | $1.0M | $421.0K |
| Nisa Investment Advisors | ADD | +33.2% | $114.0K | $36.0K |
| Assetmark | ADD | +27.4% | $172.0K | $49.0K |
Key Facts
- 5 institutional buyers, 0 sellers in Q3 2026
- Net institutional accumulation of $62.9M (current holdings $154.5M)
- Fort Washington Investment Advisors opened a new $27.0M position
- Wasatch Advisors added $35.4M (+26.1% shares) to reach $126.2M
- All buyers are active asset managers, not passive/index funds
Financial Impact
5 institutions accumulated $62.9M in HLNE during Q3 2026; no institutional selling detected. Largest moves: Wasatch Advisors added $35.4M, Fort Washington initiated $27.0M.
Risk Factors
- 13F data has 45-day reporting lag; positions may have been unwound since quarter-end
- All buyers are asset managers — may reflect passive rebalancing or sector allocation rather than stock-specific conviction
- No insider buying data available to corroborate the institutional signal
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-HLNE-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | Institutional Cluster | $85.31 | awaiting T+20 | — | — |
Oct 15, 2026 11d ago | 8-K | $83.50 | awaiting T+20 | — | — |
Oct 6, 2026 20d ago | Press Release | $86.50 | awaiting T+20 | — | — |
Aug 4, 2026 11w ago | 8-K | $101.61 $102.99 | ▲ +1.36% | ▲ +2.60% | — |
Jun 15, 2026 19w ago | Insider Cluster | $87.22 $82.42 | ▼ −5.50% | ▼ −5.70% | — |
Jun 12, 2026 19w ago | Institutional Cluster | $80.10 $81.09 | ▲ +1.24% | ▼ −0.54% | — |
Feb 20, 2026 35w ago | Insider Cluster | $106.45 $99.59 | ▼ −6.44% | ▼ −0.49% | — |
Feb 20, 2026 35w ago | Insider Cluster | $106.45 $99.59 | ▼ −6.44% | ▼ −0.49% | — |
Feb 20, 2026 35w ago | Insider Cluster | $106.45 $99.59 | ▼ −6.44% | ▼ −0.49% | — |
US Market Status
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