Wellington Mgmt Amends Hamilton Lane Stake, Files SC 13G/A

TL;DR

**Wellington Management Group just updated its Hamilton Lane stock ownership, watch for market reaction.**

AI Summary

Wellington Management Group LLP, a Massachusetts-based investment advisor, filed an amended Schedule 13G/A on February 8, 2024, indicating its ownership of Hamilton Lane Incorporated's Common Stock as of December 29, 2023. This filing, Amendment No. 7, updates their previous disclosures regarding their stake in Hamilton Lane, a company specializing in investment advice. This matters to investors because it provides transparency into a significant institutional holder's position, potentially signaling confidence or a change in their investment thesis for Hamilton Lane stock.

Why It Matters

This filing shows an institutional investor's updated position in Hamilton Lane, which can influence market perception and potentially signal a vote of confidence or a shift in their investment strategy.

Risk Assessment

Risk Level: low — This is a routine amendment filing by an institutional investor, not indicating any immediate significant risk.

Analyst Insight

An investor should note this filing as an update from a major institutional holder. While it doesn't provide specific share counts in the provided text, it signals ongoing institutional interest. Further investigation into the full filing would be needed to determine the exact change in ownership percentage and its potential implications.

Key Players & Entities

• Wellington Management Group LLP (company) — the reporting person and institutional investor
• Hamilton Lane Incorporated (company) — the subject company whose stock is being reported
• Massachusetts (company) — place of organization for Wellington Management Group LLP
• December 29, 2023 (date) — date of event requiring the filing
• February 8, 2024 (date) — date the SC 13G/A was filed

FAQ

Filing Documents

• SEC13G_Filing.htm (SC 13G/A) — 31KB
• 0000902219-24-000175.txt ( ) — 33KB

From the Filing

SC 13G/A 1 SEC13G_Filing.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 7 ) * HAMILTON LANE INCORPORATED (Name of Issuer) Common Stock (Title of Class of Securities) 407497106 (CUSIP Number) December 29, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [X] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 (the "Act") or otherwise subject to the liabilities of that section of the Act, but shall be subject to all other provisions of the Act (however, see the Notes.) CUSIP No. 407497106 1. NAMES OF REPORTING PERSONS Wellington Management Group LLP 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Massachusetts NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 0 6. SHARED VOTING POWER 1,286,135 7. SOLE DISPOSITIVE POWER 0 8. SHARED DISPOSITIVE POWER 1,498,699 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,498,699 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 3.88% 12. TYPE OF REPORTING PERSON HC CUSIP No. 407497106 1. NAMES OF REPORTING PERSONS Wellington Group Holdings LLP 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 0 6. SHARED VOTING POWER 1,286,135 7. SOLE DISPOSITIVE POWER 0 8. SHARED DISPOSITIVE POWER 1,498,699 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,498,699 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 3.88% 12. TYPE OF REPORTING PERSON HC CUSIP No. 407497106 1. NAMES OF REPORTING PERSONS Wellington Investment Advisors Holdings LLP 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 0 6. SHARED VOTING POWER 1,286,135 7. SOLE DISPOSITIVE POWER 0 8. SHARED DISPOSITIVE POWER 1,498,699 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,498,699 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 3.88% 12. TYPE OF REPORTING PERSON HC Item 1. (a) Name of Issuer HAMILTON LANE INCORPORATED (b) Address of Issuer's Principal Executive Offices 110 Washington Street Suite 1300 Conshohocken, PA 19428 Item 2. (a) Name of Person Filing Wellington Management Group LLP Wellington Group Holdings LLP Wellington Investment Advisors Holdings LLP (b) Address of Principal Business Office or, if None, Residence c/o Wellington Management Company LLP 280 Congress Street Boston, MA 02210 (c) Citizenship Wellington Management Group LLP - Massachusetts Wellington Group Holdings LLP - Delaware Wellington Investment Advisors Holdings LLP - Delaware (d) Title of Class of Securities Common Stock (e) CUSIP Number 407497106 Item 3. If This Statement is Filed Pursuant to Rule 13d-1(b), or 13d-2(b) or (c), Check Whether the Person Filing is a: (a) [ ] Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o). (b) [ ] Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c). (c) [ ] Insurance Company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c). (d) [ ] Investment Company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8). (e) [ ] An investment adviser in accordance with Rule 240.13d-1(b)(1)(ii)(E); (f) [ ] An employee benefit plan or endowment fund in accordance with Rule 240.13d-1(b)(1)(ii)(F); (g) [X] A parent holding company or control person in accordance with Rule 240.13d-1(b)(1)(ii)(G); (h) [ ] A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); (i) [ ] A church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3); (j) [ ] Group,

View Full Filing

View this SC 13G/A filing on SEC EDGAR