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617 hedge funds and large institutions have $15.6B invested in KLA in 2018 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 222 increasing their positions, 213 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 63

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

8.48% more ownership

Funds ownership: 912.05%920.53% (+8.5%)

4% more funds holding

Funds holding: 594617 (+23)

4% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 213

4% more capital invested

Capital invested by funds: $15B → $15.6B (+$614M)

2% less call options, than puts

Call options by funds: $49.8M | Put options by funds: $50.7M

Holders
617
Holders Change
+23
Holders Change %
+3.87%
% of All Funds
14.14%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
92
Increased
222
Reduced
213
Closed
63
Calls
$49.8M
Puts
$50.7M
Net Calls
-$904K
Net Calls Change
-$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SSA
301
Schonfeld Strategic Advisors
New York
$1.55M +$1.18M +106,390 +297%
SAM
302
Symphony Asset Management
California
$1.54M -$488K -43,860 -24%
CB
303
Chemical Bank
Michigan
$1.53M +$926K +83,200 +144%
COPPSERS
304
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.53M -$223 -20 -0%
Janney Montgomery Scott
305
Janney Montgomery Scott
Pennsylvania
$1.52M -$571K -51,290 -27%
CCM
306
Covington Capital Management
California
$1.5M +$1.28M +115,090 +500%
HK
307
Horizon Kinetics
New York
$1.5M -$22.3K -2,000 -1%
OI
308
Oakbrook Investments
Illinois
$1.5M -$42.8K -3,850 -3%
ZCM
309
Zebra Capital Management
Connecticut
$1.5M -$15.1K -1,360 -1%
FIM
310
Freedom Investment Management
Connecticut
$1.49M +$2.45K +220 +0.2%
NAM
311
Nissay Asset Management
Japan
$1.49M +$29.4K +2,640 +2%
AssetMark Inc
312
AssetMark Inc
California
$1.48M +$1.39M +124,740 +1,109%
CC
313
Cipher Capital
New York
$1.48M +$899K +80,830 +147%
CA
314
Commerzbank Aktiengesellschaft
Germany
$1.48M +$852K +76,580 +129%
NFG
315
NewFocus Financial Group
Washington
$1.46M +$1.49M +134,170 New
WBC
316
West Branch Capital
Massachusetts
$1.45M +$1.48M +132,670 New
SW
317
SVB Wealth
Massachusetts
$1.44M -$835K -75,060 -36%
Pacer Advisors
318
Pacer Advisors
Pennsylvania
$1.4M +$296K +26,630 +26%
PP
319
Paloma Partners
Connecticut
$1.39M +$1.41M +127,100 New
Connor, Clark & Lunn Investment Management (CC&L)
320
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.38M +$837K +75,250 +148%
Wealth Enhancement Advisory Services
321
Wealth Enhancement Advisory Services
Minnesota
$1.35M +$1.38M +123,970 New
KIG
322
Kessler Investment Group
Indiana
$1.35M -$152K -13,700 -10%
PI
323
PineBridge Investments
New York
$1.35M +$286K +25,680 +26%
OFG
324
OmniStar Financial Group
North Carolina
$1.34M -$18K -1,620 -1%
DILIC
325
Dai-ichi Life Insurance Company
Japan
$1.32M

KLAC Hedge Fund Activity: Q1 2018 in Review

617 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2018, worth a combined $15.6B — up 4.1% from $15B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new KLAC positions and 63 closed out — a net gain of 29 holders — while 222 added to existing stakes and 213 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $301M. The largest seller was Parnassus Investments, cutting an estimated $138M.

  • 617 institutional investors held KLA (KLAC) as of Q1 2018, up from 594 in Q4 2017.
  • Funds reported $15.6B of KLA stock for Q1 2018, up 4.1% quarter-over-quarter.
  • 92 funds opened new KLA positions in Q1 2018 and 63 closed out, a net change of +29 holders.
  • The largest KLA buyer in Q1 2018 was T. Rowe Price Associates, an estimated $301M added.
  • The largest KLA seller in Q1 2018 was Parnassus Investments, an estimated $138M sold.

Based on aggregated 13F filings for Q1 2018.