Glück Conviction Score™ ⓘ
HLNE
Hamilton Lane INC
Effektiv: Neutral
Mittel
Bedeutung der Einstufung ⓘ
Insider
50,6
1 Insider, 9,9M $ Volumen
Institutionell
60,6
68 neu, 148 erhöht, -1411401K $ netto
Aktivist
0,0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,69% (Stand: 31.05.2026)
Score-Verlauf (90 Tage)
Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.
Kursverlauf (12 Monate)
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bärisch | 10 % | 90.92 | -11.9 % vs SMA50 | |
| Kurs vs SMA200 | Bärisch | 15 % | 118.59 | -32.5 % vs SMA200 | |
| EMA20 vs EMA50 | Bärisch | 5 % | 83.91 | EMA50: 90.66 | |
| MACD-Histogramm | Bärisch | 10 % | -0.300 | Bearisch | |
| RSI(14) | Neutral | 10 % | 37.7 | Neutral (30–70) | |
| Stoch %K(14) | Neutral | 5 % | 23.7 | Neutral | |
| ADX(14)+DI | Neutral | 10 % | 23.7 | +DI: 19.8 / −DI: 34.4 | |
| Z-Score(60) | Bullisch | 5 % | -1.57 | Extrem überverkauft | |
| 52W-Position | Bärisch | 5 % | 2.4 % | Hoch 160.88 / Tief 78.09 | |
| Bollinger(20,2σ) | Neutral | 5 % | 23.0 % | Upper 92.40 / Mid 84.41 / Lower 76.42 | |
| LinReg-Slope(60) | Bärisch | 10 % | -0.3705 | R²=0.68 / annualisiert -101.2 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-05-27 | Rogers Hartley R. | Director, Officer, 10% Owner, Executive Co-Chairman | Open Market Purchase | 466 | 92,69 | 43.193,54 | +1,7% | |
| 2026-05-27 | Rogers Hartley R. | Director, Officer, 10% Owner, Executive Co-Chairman | Open Market Purchase | 466 | 92,76 | 43.226,16 | +1,7% | |
| 2026-05-26 | Rogers Hartley R. | Director, Officer, 10% Owner, Executive Co-Chairman | Open Market Purchase | 47.025 | 89,99 | 4.231.779,75 | +170,5% | |
| 2026-05-26 | Rogers Hartley R. | Director, Officer, 10% Owner, Executive Co-Chairman | Open Market Purchase | 47.025 | 89,99 | 4.231.779,75 | +170,5% | |
| 2026-05-26 | Rogers Hartley R. | Director, Officer, 10% Owner, Executive Co-Chairman | Open Market Purchase | 7.975 | 90,43 | 721.179,25 | +29,0% | |
| 2026-05-26 | Rogers Hartley R. | Director, Officer, 10% Owner, Executive Co-Chairman | Open Market Purchase | 7.975 | 90,43 | 721.179,25 | +29,0% | |
| 2026-02-24 | BERKMAN DAVID J | Director | Open Market Purchase | 10.000 | 101,00 | 1.010.000,00 | +40,7% | |
| 2026-02-20 | Hirsch Erik R. | Director, Officer, 10% Owner, Co-Chief Executive Officer | Open Market Purchase | 9.225 | 107,13 | 988.260,41 | +39,8% | |
| 2026-02-20 | Delgado-Moreira Juan | Director, Officer, 10% Owner, Co-Chief Executive Officer | Open Market Purchase | 2.705 | 107,58 | 291.003,36 | +11,7% | |
| 2026-02-20 | Delgado-Moreira Juan | Director, Officer, 10% Owner, Co-Chief Executive Officer | Open Market Purchase | 6.520 | 107,10 | 698.307,65 | +28,1% | |
| 2026-02-20 | Giannini Mario L | Officer, 10% Owner, Executive Co-Chairman | Open Market Purchase | 9.225 | 107,32 | 990.010,40 | +39,9% | |
| 2026-02-20 | Kramer Andrea Anigati | Officer, 10% Owner, Chief Operating Officer | Open Market Purchase | 2.325 | 107,53 | 250.011,44 | +10,1% | |
| 2025-11-07 | Delgado-Moreira Juan | Director, Officer, 10% Owner, Co-Chief Executive Officer | Open Market Purchase | 4.008 | 129,84 | 520.398,72 | +21,0% | |
| 2025-11-07 | Delgado-Moreira Juan | Director, Officer, 10% Owner, Co-Chief Executive Officer | Open Market Purchase | 3.992 | 130,87 | 522.433,04 | +21,0% | |
| 2025-09-04 | French River 5 Ltd | 10% Owner | Open Market Sale | -150.000 | 146,51 | -21.976.500,00 | -885,2% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 3.696.904 | 0 | 3.696.904 | 496.531.177 | Neu | +100,0% | |
| BlackRock, Inc. | 4.075.942 | 4.078.002 | -2.060 | 405.148.639 | Reduziert | -0,1% | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.415.150 | 2.727.874 | 687.276 | 339.465.966 | Aufgestockt | +25,2% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.784.253 | 0 | 1.784.253 | 177.354.748 | Neu | +100,0% | |
| WASATCH ADVISORS LP | 1.751.596 | 1.512.199 | 239.397 | 174.108.642 | Aufgestockt | +15,8% | |
| STATE STREET CORP | 1.319.121 | 1.293.854 | 25.267 | 131.819.512 | Aufgestockt | +2,0% | |
| MILLENNIUM MANAGEMENT LLC | 1.223.381 | 26.680 | 1.196.701 | 121.604.071 | Aufgestockt | +4485,4% | |
| PRINCIPAL FINANCIAL GROUP INC | 1.103.913 | 1.085.850 | 18.063 | 109.724.705 | Aufgestockt | +1,7% | |
| Champlain Investment Partners, LLC | 1.087.227 | 1.061.264 | 25.963 | 108.070.364 | Aufgestockt | +2,4% | |
| GEODE CAPITAL MANAGEMENT, LLC | 1.050.026 | 1.068.729 | -18.703 | 104.390.803 | Reduziert | -1,8% | |
| JANUS HENDERSON GROUP PLC | 905.660 | 801.997 | 103.663 | 90.045.477 | Aufgestockt | +12,9% | |
| MORGAN STANLEY | 725.272 | 579.226 | 146.046 | 72.092.170 | Aufgestockt | +25,2% | |
| Neuberger Berman Group LLC | 710.748 | 604.306 | 106.442 | 70.648.351 | Aufgestockt | +17,6% | |
| NORGES BANK | 511.184 | 0 | 511.184 | 68.657.123 | Neu | +100,0% | |
| DIMENSIONAL FUND ADVISORS LP | 678.579 | 666.464 | 12.115 | 67.449.562 | Aufgestockt | +1,8% | |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 678.491 | 4.284 | 674.207 | 67.442.007 | Aufgestockt | +15737,8% | |
| Clearbridge Investments, LLC | 668.687 | 662.922 | 5.765 | 66.467.450 | Aufgestockt | +0,9% | |
| BALYASNY ASSET MANAGEMENT L.P. | 654.579 | 756.148 | -101.569 | 65.065.153 | Reduziert | -13,4% | |
| WELLS FARGO & COMPANY/MN | 646.104 | 442.621 | 203.483 | 64.222.733 | Aufgestockt | +46,0% | |
| Capital World Investors | 640.782 | 653.718 | -12.936 | 63.693.731 | Reduziert | -2,0% | |
| RAYMOND JAMES FINANCIAL INC | 605.530 | 577.591 | 27.939 | 60.134.173 | Aufgestockt | +4,8% | |
| Invesco Ltd. | 526.780 | 532.268 | -5.488 | 52.361.896 | Reduziert | -1,0% | |
| UBS Group AG | 513.247 | 590.201 | -76.954 | 51.016.752 | Reduziert | -13,0% | |
| Copeland Capital Management, LLC | 505.806 | 524.166 | -18.360 | 50.277.199 | Reduziert | -3,5% | |
| AMERICAN CENTURY COMPANIES INC | 443.232 | 493.245 | -50.013 | 44.057.682 | Reduziert | -10,1% | |
| AMERIPRISE FINANCIAL INC | 431.166 | 240.797 | 190.369 | 42.859.287 | Aufgestockt | +79,1% | |
| NORTHERN TRUST CORP | 429.500 | 401.137 | 28.363 | 42.692.300 | Aufgestockt | +7,1% | |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 304.185 | 0 | 304.185 | 40.855.088 | Neu | +100,0% | |
| SEI INVESTMENTS CO | 406.425 | 295.808 | 110.617 | 40.399.381 | Aufgestockt | +37,4% | |
| Artisan Partners Limited Partnership | 288.827 | 0 | 288.827 | 38.792.354 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 367.821 | 380.835 | -13.014 | 36.561.408 | Reduziert | -3,4% | |
| ENVESTNET ASSET MANAGEMENT INC | 366.534 | 278.146 | 88.388 | 36.433.517 | Aufgestockt | +31,8% | |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 364.174 | 363.487 | 687 | 36.198.896 | Aufgestockt | +0,2% | |
| JPMORGAN CHASE & CO | 267.355 | 0 | 267.355 | 35.908.584 | Neu | +100,0% | |
| FEDERATED HERMES, INC. | 353.121 | 737.904 | -384.783 | 35.100.227 | Reduziert | -52,1% | |
| BNP Paribas Asset Management Holding S.A. | 350.512 | 230.494 | 120.018 | 34.840.893 | Aufgestockt | +52,1% | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 335.903 | 29.474 | 306.429 | 33.388.758 | Aufgestockt | +1039,7% | |
| DEPRINCE RACE & ZOLLO INC | 325.465 | 301.393 | 24.072 | 32.351.221 | Aufgestockt | +8,0% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 320.600 | 302.022 | 18.578 | 31.867.640 | Aufgestockt | +6,2% | |
| Select Equity Group, L.P. | 219.322 | 0 | 219.322 | 29.457.138 | Neu | +100,0% | |
| TimesSquare Capital Management, LLC | 288.840 | 328.286 | -39.446 | 28.710.696 | Reduziert | -12,0% | |
| GENEVA CAPITAL MANAGEMENT LLC | 274.694 | 310.349 | -35.655 | 27.304.632 | Reduziert | -11,5% | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 261.842 | 300.780 | -38.938 | 26.027.095 | Reduziert | -12,9% | |
| GOLDMAN SACHS GROUP INC | 255.131 | 53.469 | 201.662 | 25.360.040 | Aufgestockt | +377,2% | |
| MARSHALL WACE, LLP | 156.722 | 0 | 156.722 | 21.049.332 | Neu | +100,0% | |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 199.573 | 460.346 | -260.773 | 19.838.000 | Reduziert | -56,6% | |
| Jefferies Financial Group Inc. | 189.688 | 98.241 | 91.447 | 18.854.987 | Aufgestockt | +93,1% | |
| FRED ALGER MANAGEMENT, LLC | 187.054 | 261.525 | -74.471 | 18.693.036 | Reduziert | -28,5% | |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 186.840 | 116.740 | 70.100 | 18.571.896 | Aufgestockt | +60,0% | |
| Squarepoint Ops LLC | 123.001 | 0 | 123.001 | 16.520.264 | Neu | +100,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4.075.942 | 4.078.002 | -0,1% | 405.148.639 | 10,90 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.415.150 | 2.727.874 | +25,2% | 339.465.966 | 9,13 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.784.253 | 0 | +100,0% | 177.354.748 | 4,77 |
| WASATCH ADVISORS LP | 1.751.596 | 1.512.199 | +15,8% | 174.108.642 | 4,68 |
| STATE STREET CORP | 1.319.121 | 1.293.854 | +2,0% | 131.819.512 | 3,55 |
| MILLENNIUM MANAGEMENT LLC | 1.223.381 | 26.680 | +4485,4% | 121.604.071 | 3,27 |
| PRINCIPAL FINANCIAL GROUP INC | 1.103.913 | 1.085.850 | +1,7% | 109.724.705 | 2,95 |
| Champlain Investment Partners, LLC | 1.087.227 | 1.061.264 | +2,4% | 108.070.364 | 2,91 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.050.026 | 1.068.729 | -1,8% | 104.390.803 | 2,81 |
| JANUS HENDERSON GROUP PLC | 905.660 | 801.997 | +12,9% | 90.045.477 | 2,42 |
| MORGAN STANLEY | 725.272 | 579.226 | +25,2% | 72.092.170 | 1,94 |
| Neuberger Berman Group LLC | 710.748 | 604.306 | +17,6% | 70.648.351 | 1,90 |
| DIMENSIONAL FUND ADVISORS LP | 678.579 | 666.464 | +1,8% | 67.449.562 | 1,81 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 678.491 | 4.284 | +15737,8% | 67.442.007 | 1,81 |
| Clearbridge Investments, LLC | 668.687 | 662.922 | +0,9% | 66.467.450 | 1,79 |
| BALYASNY ASSET MANAGEMENT L.P. | 654.579 | 756.148 | -13,4% | 65.065.153 | 1,75 |
| WELLS FARGO & COMPANY/MN | 646.104 | 442.621 | +46,0% | 64.222.733 | 1,73 |
| Capital World Investors | 640.782 | 653.718 | -2,0% | 63.693.731 | 1,71 |
| RAYMOND JAMES FINANCIAL INC | 605.530 | 577.591 | +4,8% | 60.134.173 | 1,62 |
| Invesco Ltd. | 526.780 | 532.268 | -1,0% | 52.361.896 | 1,41 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 378 | 45,9 | 4.205 |
| 31.12.2025 | ✓ | 382 | 42,6 | 5.229 |
| 30.09.2025 | ✓ | 380 | 43,8 | 5.502 |
| 30.06.2025 | ✓ | 387 | 42,6 | 5.402 |
| 31.03.2025 | ✓ | 346 | 46,2 | 6.097 |
| 31.12.2024 | ✓ | 347 | 41,5 | 5.443 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| NORGES BANK | 511.184 | 68.657.123 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 460.346 | 61.829.000 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 363.487 | 48.819.939 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 304.185 | 40.855.088 |
| DEPRINCE RACE & ZOLLO INC | 301.393 | 40.480.094 |
| TUDOR INVESTMENT CORP ET AL | 247.137 | 33.192.970 |
| Select Equity Group, L.P. | 219.322 | 29.457.138 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 116.740 | 15.679.349 |
| Longaeva Partners L.P. | 63.619 | 8.544.668 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 54.541 | 7.325.402 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | 1.085.850 | 648.588 | +148.3 % | 145.844.500 |
| BALYASNY ASSET MANAGEMENT L.P. | 756.148 | 409.013 | +117.8 % | 101.558.238 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 286.699 | 282.451 | +6649.0 % | 38.506.543 |
| UBS Group AG | 590.201 | 146.292 | +33.0 % | 79.269.896 |
| JANUS HENDERSON GROUP PLC | 801.997 | 131.059 | +19.5 % | 107.731.017 |
| Capital World Investors | 653.718 | 129.040 | +24.6 % | 87.800.865 |
| MARSHALL WACE, LLP | 156.722 | 120.904 | +337.6 % | 21.049.332 |
| Nuveen, LLC | 176.018 | 100.451 | +132.9 % | 23.640.978 |
| BNP Paribas Asset Management Holding S.A. | 230.494 | 90.216 | +64.3 % | 30.958 |
| TWO SIGMA INVESTMENTS, LP | 97.081 | 85.705 | +753.4 % | 13.038.949 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 26.680 | -1.033.831 | -97.5 % | 3.583.391 |
| Invesco Ltd. | 532.268 | -1.002.568 | -65.3 % | 71.488.868 |
| WELLINGTON MANAGEMENT GROUP LLP | 301.697 | -788.929 | -72.3 % | 40.520.924 |
| CITADEL ADVISORS LLC | 755.373 | -482.291 | -39.0 % | 101.454.148 |
| Champlain Investment Partners, LLC | 1.061.264 | -327.116 | -23.6 % | 142.538.368 |
| GOLDMAN SACHS GROUP INC | 53.469 | -196.858 | -78.6 % | 7.181.445 |
| JPMORGAN CHASE & CO | 267.355 | -162.638 | -37.8 % | 35.908.584 |
| JANE STREET GROUP, LLC | 58.318 | -151.115 | -72.2 % | 7.832.690 |
| BANK OF AMERICA CORP /DE/ | 380.835 | -126.620 | -25.0 % | 51.149.949 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.727.874 | -117.433 | -4.1 % | 366.380.826 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 30.05.2026 | Michael Kelly | Aktivist (13D/A) | 0,10 % | 60.000 | -0,10 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Item 3 to thi… |
| 30.05.2026 | Erik R. Hirsch | Aktivist (13D/A) | 3,20 % | 1.417.363 | -0,80 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Item 3 to thi… |
| 30.05.2026 | Hartley R. Rogers | Aktivist (13D/A) | 27,60 % | 15.351.034 | -0,60 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Item 3 to thi… |
| 30.05.2026 | Laurence F. Whittemore | Aktivist (13D/A) | 0,10 % | 56.880 | -0,10 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Item 3 to thi… |
| 30.05.2026 | Juan Delgado-Moreira | Aktivist (13D/A) | 4,30 % | 1.882.047 | 0,00 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Item 3 to thi… |
| 30.05.2026 | Nicole Giannini | Aktivist (13D/A) | 0,50 % | 213.648 | 0,00 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Item 3 to thi… |
| 30.05.2026 | Andrea Anigati Kramer | Aktivist (13D/A) | 1,00 % | 434.323 | 0,00 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Item 3 to thi… |
| 30.05.2026 | Edward B. Whittemore | Aktivist (13D/A) | 0,20 % | 95.000 | 0,00 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Item 3 to thi… |
| 30.05.2026 | The 2008 Sexton Des. Trust FBO Matthew Sexton | Aktivist (13D/A) | 0,70 % | 291.233 | 0,00 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Item 3 to thi… |
| 30.05.2026 | The 2008 Sexton Des. Trust FBO Laura Sexton | Aktivist (13D/A) | 0,70 % | 291.233 | 0,00 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Item 3 to thi… |
| 30.05.2026 | Michael Schmertzler | Aktivist (13D/A) | 1,40 % | 600.000 | 0,00 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Item 3 to thi… |
| 30.05.2026 | Thomas Kerr | Aktivist (13D/A) | 0,40 % | 179.670 | 0,00 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Item 3 to thi… |
| 30.05.2026 | HLA Investments, LLC | Aktivist (13D/A) | 27,60 % | 15.351.034 | -0,60 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Item 3 to thi… |
| 30.05.2026 | French River 5 Limited | Aktivist (13D/A) | 0,80 % | 330.022 | -0,30 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Item 3 to thi… |
| 30.05.2026 | Oakville Number 2 Trust | Aktivist (13D/A) | 0,80 % | 330.022 | -0,30 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Item 3 to thi… |
| 30.05.2026 | Stephen R. Brennan | Aktivist (13D/A) | 0,40 % | 176.388 | 0,00 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Item 3 to thi… |
| 30.05.2026 | Rysaffe Trustee CO (CI) Limited | Aktivist (13D/A) | 0,80 % | 330.022 | -0,30 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Item 3 to thi… |
| 30.05.2026 | Paul Yett | Aktivist (13D/A) | 0,50 % | 228.500 | 0,00 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Item 3 to thi… |
| 30.05.2026 | Mario L. Giannini | Aktivist (13D/A) | 3,10 % | 1.418.054 | 0,00 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Item 3 to thi… |
| 30.05.2026 | Margaret McAllister | Aktivist (13D/A) | 0,80 % | 359.006 | Neu | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Item 3 to thi… |
| 30.05.2026 | Hamilton Lane Advisors, Inc. | Aktivist (13D/A) | 2,30 % | 1.028.699 | 0,00 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Item 3 to thi… |
| 30.05.2026 | Tara Devlin | Aktivist (13D/A) | 0,50 % | 210.619 | 0,00 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Item 3 to thi… |
| 30.05.2026 | David Helgerson | Aktivist (13D/A) | 0,40 % | 189.912 | 0,00 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Item 3 to thi… |
| 30.05.2026 | HRHLA, LLC | Aktivist (13D/A) | 27,60 % | 15.351.034 | -0,60 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Item 3 to thi… |
| 30.05.2026 | Michael Donohue | Aktivist (13D/A) | 0,10 % | 59.368 | 0,00 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Item 3 to thi… |
| 30.05.2026 | Kyera Giannini | Aktivist (13D/A) | 0,50 % | 213.648 | 0,00 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Item 3 to thi… |
| 30.05.2026 | O. Griffith Sexton | Aktivist (13D/A) | 1,40 % | 604.732 | 0,00 pp | Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Item 3 to thi… |
| 14.05.2026 | Kayne Anderson Rudnick Investment Management, LLC | Passiv (13G/A) | 7,80 % | 3.415.380 | +1,30 pp | |
| 27.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -9,34 pp | |
| 17.10.2025 | BlackRock, Inc. | Passiv (13G/A) | 9,10 % | 3.980.037 | -1,00 pp | |
| 13.08.2025 | Kayne Anderson Rudnick Investment Management, LLC | Passiv (13G) | 6,50 % | 2.674.001 | Neu | |
| 17.07.2025 | BlackRock, Inc. | Passiv (13G/A) | 10,10 % | 4.189.474 | -1,70 pp | |
| 05.05.2025 | BlackRock, Inc. | Passiv (13G/A) | 11,80 % | 5.115.447 | +3,10 pp | |
| 24.04.2025 | BlackRock, Inc. | Passiv (13G/A) | 8,70 % | 5.157.275 | Neu | |
| 02.04.2025 | Edward B. Whittemore | Aktivist (13D/A) | 0,20 % | 105.000 | 0,00 pp | Item 3 to this Amendment No. 14 is hereby incorporated by reference. |
| 02.04.2025 | Andrea Anigati Kramer | Aktivist (13D/A) | 1,00 % | 431.759 | 0,00 pp | Item 3 to this Amendment No. 14 is hereby incorporated by reference. |
| 02.04.2025 | Michael Schmertzler | Aktivist (13D/A) | 1,40 % | 625.005 | 0,00 pp | Item 3 to this Amendment No. 14 is hereby incorporated by reference. |
| 02.04.2025 | HLA Investments, LLC | Aktivist (13D/A) | 28,20 % | 15.729.416 | +0,10 pp | Item 3 to this Amendment No. 14 is hereby incorporated by reference. |
| 02.04.2025 | Kyera Giannini | Aktivist (13D/A) | 0,50 % | 213.648 | 0,00 pp | Item 3 to this Amendment No. 14 is hereby incorporated by reference. |
| 02.04.2025 | Michael Kelly | Aktivist (13D/A) | 0,20 % | 80.000 | 0,00 pp | Item 3 to this Amendment No. 14 is hereby incorporated by reference. |
Stammdaten
Hamilton Lane Incorporated ist ein Investmentunternehmen, das sich auf direkte Investitionen und Dachfonds-Investitionen spezialisiert. Es bietet folgende Dienstleistungen an: separate Konten (für jeden einzelnen Kunden angepasst und als Single-Client-Fahrzeuge strukturiert); spezialisierte Strategien (Dachfonds, Sekundärinvestitionen, Co-Investitionen, Taft-Hartley, Verteilungsmanagement); Beratungsbeziehungen (einschließlich Due-Diligence, strategischer Portfolioplanung, Monitoring und Berichterstattungsdienste); sowie Berichterstattungs- und Analyselösungen. Bei direkten Investitionen investiert das Unternehmen in frühe, mittlere und späte Venture-Stage-Unternehmen, etablierte Unternehmen, Growth-Equity, aufstrebendes Wachstum, notleidende Schulden, späte Phasen, Umstrukturierungen, Brückenfinanzierung, Zwischenfinanzierung und Übernahmen von Mittelstandsunternehmen. Bei Dachfonds-Investitionen investiert es in Zwischenfinanzierung, Risikokapital, Private Equity, Umstrukturierungen, Sekundärinvestitionen, Immobilien und Spezialfonds. Das Unternehmen investiert in Immobilienprojekte. Es investiert auch in Technologie, Gesundheitswesen, Bildung, natürliche Ressourcen, Energie- und wesentliche Konsumgüterbranchen, saubere Technologie, Umwelt, Gemeinschaftsentwicklung und finanzielle Ermächtigung. Es investiert in Private-Equity-Märkten in Nordamerika, Lateinamerika, den Vereinigten Staaten, Westeuropa, dem Nahen Osten, Afrika, dem Vereinigten Königreich, Asien, Japan und Australien. Das Unternehmen bevorzugt Investitionen von 1 Million bis 100 Millionen US-Dollar in Unternehmen. Es bevorzugt, eine Mehrheitsbeteiligung an Unternehmen zu halten. Hamilton Lane Incorporated wurde 1991 gegründet und hat seinen Sitz in Conshohocken, Pennsylvania, mit weiteren Büros in Europa, Nordamerika und Asien.
Unternehmen & Branche
| Name | Hamilton Lane INC |
|---|---|
| Ticker | HLNE |
| CIK | 0001433642 |
| Boerse | Nasdaq |
| Sektor | Financial Services |
| Industrie | Asset Management |
| SIC | 6282 · Investment Advice |
Wertpapier & Kennzahlen
| CUSIP | 407497106 |
|---|---|
| ISIN | US4074971064 |
| Typ | Common Stock |
| KGV (P/E) | 19,39 |
| Beta | 1,17 |
Bewertung
| Ausschüttungsquote | 35,2 % vs. 34,0 % (2022) ▲ |
|---|
Qualität & Bilanz
| Nettomarge | 32,8 % vs. 39,7 % (2022) ▼ |
|---|---|
| ROIC | 27,2 % vs. 42,1 % (2022) ▼ |
Basis: SEC-XBRL-Jahresabschluss bis 31.03.2026, Vergleich: GJ bis 2022. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2022 | 2023 | 2024 | 2025 | 2026 | Verlauf |
|---|---|---|---|---|---|---|
| Bewertung | ||||||
| Ausschüttungsquote | 34,0 % | 66,4 % | 46,4 % | 35,0 % | 35,2 % | |
| Qualität & Bilanz | ||||||
| Nettomarge | 39,7 % | 20,6 % | 25,4 % | 30,5 % | 32,8 % | |
| ROIC | 42,1 % | 26,3 % | 26,8 % | 30,3 % | 27,2 % | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Finanzkennzahlen (SEC XBRL) ⓘ
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-K | 758.993.000 | 249.180.000 | 2.304.896.000 | 915.232.000 | |
| 2025-12-31 | 10-Q | 198.589.000 | 58.372.000 | 1,37 | 2.170.813.000 | 877.395.000 |
| 2025-09-30 | 10-Q | 190.880.000 | 70.889.000 | 1,69 | 1.980.318.000 | 825.819.000 |
| 2025-06-30 | 10-Q | 175.958.000 | 53.745.000 | 1,28 | 1.802.038.000 | 758.801.000 |
| 2025-03-31 | 10-K | 712.963.000 | 217.417.000 | 5,41 | 1.690.355.000 | 717.281.000 |
| 2024-12-31 | 10-Q | 168.261.000 | 52.972.000 | 1,32 | 1.591.028.000 | 649.257.000 |
| 2024-09-30 | 10-Q | 149.999.000 | 54.982.000 | 1,37 | 1.424.330.000 | 606.580.000 |
| 2024-06-30 | 10-Q | 196.731.000 | 58.964.000 | 1,47 | 1.371.913.000 | 566.363.000 |
| 2024-03-31 | 10-K | 553.842.000 | 140.858.000 | 3,69 | 1.271.200.000 | 525.153.000 |
| 2023-12-31 | 10-Q | 125.264.000 | 19.506.000 | 0,51 | 1.208.824.000 | 467.947.000 |
| 2023-09-30 | 10-Q | 126.876.000 | 41.994.000 | 1,11 | 1.358.656.000 | 462.520.000 |
| 2023-06-30 | 10-Q | 125.037.000 | 30.998.000 | 0,81 | 1.200.094.000 | 434.768.000 |
| 2023-03-31 | 10-K | 528.753.000 | 109.120.000 | 3,01 | 1.140.543.000 | 415.444.000 |
| 2022-12-31 | 10-Q | 127.074.000 | 9.669.000 | 1.124.361.000 | 394.661.000 | |
| 2022-09-30 | 10-Q | 153.382.000 | 34.881.000 | 1.387.742.000 | 390.774.000 | |
| 2022-06-30 | 10-Q | 135.509.000 | 33.484.000 | 1.352.304.000 | 368.507.000 | |
| 2022-03-31 | 10-K | 367.919.000 | 145.986.000 | 3,98 | 1.294.946.000 | 346.878.000 |
| 2021-12-31 | 10-Q | 91.704.000 | 51.849.000 | 1.279.453.000 | 343.757.000 | |
| 2021-09-30 | 10-Q | 96.320.000 | 52.145.000 | 1.233.973.000 | 302.183.000 | |
| 2021-06-30 | 10-Q | 78.995.000 | 28.168.000 | 1.139.302.000 | 253.478.000 |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Management And Advisory Fee Revenue | 513,9 Mio. | 451,9 Mio. | 371,9 Mio. | 314,2 Mio. | 289,4 Mio. | 36,1 % | +13,7% | |
| Management And Advisory Fee Revenue Specialized Funds | 315,2 Mio. | 261,0 Mio. | 196,3 Mio. | 150,1 Mio. | 148,0 Mio. | 22,1 % | +20,8% | |
| Incentive Fee Revenue | 199,1 Mio. | 101,9 Mio. | 156,9 Mio. | 53,7 Mio. | 52,2 Mio. | 14,0 % | +95,4% | |
| Incentive Fee Revenue Specialized Funds | 182,1 Mio. | – | – | – | 13,2 Mio. | 12,8 % | Neu | |
| Management And Advisory Fee Revenue Customized Separate Accounts | 134,4 Mio. | 128,8 Mio. | 117,8 Mio. | 103,2 Mio. | 94,0 Mio. | 9,4 % | +4,3% | |
| Management And Advisory Fee Revenue Reporting And Other | 29,2 Mio. | 24,7 Mio. | 24,8 Mio. | 23,3 Mio. | 11,1 Mio. | 2,1 % | +18,3% | |
| Management And Advisory Fee Revenue Advisory | 22,8 Mio. | 24,2 Mio. | 24,8 Mio. | 25,0 Mio. | 26,4 Mio. | 1,6 % | -5,9% | |
| Incentive Fee Revenue Customized Separate Accounts | 16,2 Mio. | 11,9 Mio. | 31,7 Mio. | 17,8 Mio. | 17,9 Mio. | 1,1 % | +36,0% | |
| Management And Advisory Fee Revenue Fund Reimbursement Revenue | 9,6 Mio. | 8,1 Mio. | 5,7 Mio. | 2,2 Mio. | 3,2 Mio. | 0,7 % | +18,2% | |
| Management And Advisory Fee Revenue Distribution Management | 2,6 Mio. | 5,1 Mio. | 2,6 Mio. | 10,5 Mio. | 6,7 Mio. | 0,2 % | -48,2% | |
| Investment Advisory Management And Administrative Service | – | – | – | – | 289,4 Mio. | – | – | |
| Investment Performance | – | – | – | – | 31,1 Mio. | – | – |
Regionen
| Region | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Other Foreign Countries | 398,4 Mio. | 329,1 Mio. | 320,8 Mio. | 189,7 Mio. | 177,0 Mio. | 55,9 % | +21,0% | |
| US | 314,6 Mio. | 224,7 Mio. | 208,0 Mio. | 178,3 Mio. | 164,7 Mio. | 44,1 % | +40,0% |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q3 2025 | 31.12.2025 | 03.02.2026 | 198,6 Mio. USD | – |
| Q2 2025 | 30.09.2025 | 04.11.2025 | 190,9 Mio. USD | – |
| Q1 2025 | 30.06.2025 | 05.08.2025 | 176,0 Mio. USD | – |
| Q3 2024 | 31.12.2024 | 03.02.2026 | 168,3 Mio. USD | – |
| Q2 2024 | 30.09.2024 | 04.11.2025 | 150,0 Mio. USD | – |
| Q1 2024 | 30.06.2024 | 05.08.2025 | 196,7 Mio. USD | – |
| Q3 2023 | 31.12.2023 | 04.02.2025 | 125,3 Mio. USD | – |
| Q2 2023 | 30.09.2023 | 06.11.2024 | 126,9 Mio. USD | – |
| Q1 2023 | 30.06.2023 | 06.08.2024 | 125,0 Mio. USD | – |
Einreichungs-Historie (10-K / 10-Q)
SEC-Einreichungs-Historie der Quartalsberichte (10-Q) und Jahresberichte
(10-K) der letzten sechs Jahre. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 21.05.2026 | 10-K | – | – | SEC » |
| 03.02.2026 | 10-Q | 31.12.2025 | 34 Tage | SEC » |
| 04.11.2025 | 10-Q | 30.09.2025 | 35 Tage | SEC » |
| 05.08.2025 | 10-Q | 30.06.2025 | 36 Tage | SEC » |
| 30.05.2025 | 10-K | 31.03.2025 | 60 Tage | SEC » |
| 04.02.2025 | 10-Q | 31.12.2024 | 35 Tage | SEC » |
| 06.11.2024 | 10-Q | 30.09.2024 | 37 Tage | SEC » |
| 06.08.2024 | 10-Q | 30.06.2024 | 37 Tage | SEC » |
| 23.05.2024 | 10-K | 31.03.2024 | 53 Tage | SEC » |
| 06.02.2024 | 10-Q | 31.12.2023 | 37 Tage | SEC » |
| 07.11.2023 | 10-Q | 30.09.2023 | 38 Tage | SEC » |
| 01.08.2023 | 10-Q | 30.06.2023 | 32 Tage | SEC » |
| 25.05.2023 | 10-K | 31.03.2023 | 55 Tage | SEC » |
| 07.02.2023 | 10-Q | 31.12.2022 | 38 Tage | SEC » |
| 01.11.2022 | 10-Q | 30.09.2022 | 32 Tage | SEC » |
| 02.08.2022 | 10-Q | 30.06.2022 | 33 Tage | SEC » |
| 26.05.2022 | 10-K | 31.03.2022 | 56 Tage | SEC » |
| 01.02.2022 | 10-Q | 31.12.2021 | 32 Tage | SEC » |
| 02.11.2021 | 10-Q | 30.09.2021 | 33 Tage | SEC » |
| 03.08.2021 | 10-Q | 30.06.2021 | 34 Tage | SEC » |
| 15.07.2021 | 10-K/A | 31.03.2021 | 106 Tage | SEC » |
| 27.05.2021 | 10-K | 31.03.2021 | 57 Tage | SEC » |
| 02.02.2021 | 10-Q | 31.12.2020 | 33 Tage | SEC » |
| 04.11.2020 | 10-Q | 30.09.2020 | 35 Tage | SEC » |
| 04.08.2020 | 10-Q | 30.06.2020 | 35 Tage | SEC » |
Filing-Analyse (10-K / 10-Q)
Narrative-Analyse der letzten Quartals-/Jahresberichte durch Claude (nur Coverage-Gruppen-Mitglieder). Keine Anlageberatung — der qualitative Score dient der Einordnung, nicht als Kaufempfehlung; siehe allgemeiner Hinweis am Seitenende.
| Datum | Form | Stimmung | Guidance | Qualitativ | Zusammenfassung | |
|---|---|---|---|---|---|---|
| 03.02.2026 | 10-Q | 0,55 | ? | 74,0 | Hamilton Lane verzeichnet für die ersten neun Monate des Geschäftsjahres 2026 ein solides Umsatzwachstum von 9,1% auf 565 Mio. USD, getragen… | |
|
Zusammenfassung: Hamilton Lane verzeichnet für die ersten neun Monate des Geschäftsjahres 2026 ein solides Umsatzwachstum von 9,1% auf 565 Mio. USD, getragen vor allem durch das starke Wachstum der Evergreen-Fonds (+50 Mio. USD) und steigende Technologieabonnements (Cobalt LP). Die strategische Partnerschaft mit Guardian Life – Übernahme eines bestehenden ~5-Mrd.-USD-Portfolios plus ca. 500 Mio. USD jährliche Neuinvestitionen über 10 Jahre – stärkt die langfristige AUM-Basis erheblich; das Fee-Earning AUM wuchs um 7,1 Mrd. auf 79,1 Mrd. USD. Die Fee Related Earnings stiegen um rund 37% auf 254,6 Mio. USD und das Non-GAAP EPS verbesserte sich von 3,82 auf 4,41 USD je Aktie. Leicht belastend wirken der deutlich gestiegene effektive Steuersatz (17,9% vs. 12,3% Vorjahr) durch erhöhte Bewertungsabschläge auf latente Steueransprüche sowie der stark erhöhte Netto-Cash-Abfluss aus Investitionstätigkeit (345 Mio. vs. 68 Mio. USD Vorjahr). Guidance-Zitate:
|
||||||
Kritische 8-K Meldungen ⓘ
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 24.06.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 26.06.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 12.09.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 08.05.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 31.03.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 02.09.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 22.06.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 of Form 8-K. Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of… |
| 16.04.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 04.03.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 02.01.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-05-08 | 1.113 | 88,96 | 99.012 |
| 2026-05-06 | 149 | 92,41 | 13.769 |
| 2026-04-23 | 20 | 105,99 | 2.120 |
| 2026-04-08 | 66 | 96,57 | 6.374 |
| 2026-04-02 | 13 | 97,01 | 1.261 |
| 2026-03-26 | 9.160 | 100,86 | 923.878 |
| 2026-03-23 | 151 | 99,59 | 15.038 |
| 2026-03-20 | 400 | 101,00 | 40.400 |
| 2026-03-17 | 3.844 | 97,16 | 373.483 |
| 2026-03-16 | 4.890 | 96,85 | 473.597 |
| 2026-03-12 | 2 | 98,19 | 196 |
| 2026-03-09 | 2 | 106,57 | 213 |
| 2026-03-06 | 10.913 | 110,02 | 1.200.648 |
| 2026-03-05 | 222 | 107,40 | 23.843 |
| 2026-02-13 | 9.033 | 123,08 | 1.111.782 |
| 2026-02-09 | 49 | 131,72 | 6.454 |
| 2026-02-04 | 7.447 | 136,09 | 1.013.462 |
| 2026-01-29 | 349 | 148,64 | 51.875 |
| 2026-01-21 | 37.605 | 149,32 | 5.615.179 |
| 2026-01-16 | 4.600 | 153,84 | 707.664 |
| 2026-01-13 | 2.129 | 150,95 | 321.373 |
| 2025-12-26 | 40 | 138,64 | 5.546 |
| 2025-12-17 | 6.638 | 131,85 | 875.220 |