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530 hedge funds and large institutions have $15.2B invested in KLA in 2017 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 194 increasing their positions, 195 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $41.2M | Put options by funds: $23.7M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

17% more capital invested

Capital invested by funds: $13B → $15.2B (+$2.25B)

13.5% more ownership

Funds ownership: 901.2%914.7% (+13%)

1% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 195

2% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 53

1% less funds holding

Funds holding: 538530 (-8)

Holders
530
Holders Change
-8
Holders Change %
-1.49%
% of All Funds
13.21%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
52
Increased
194
Reduced
195
Closed
53
Calls
$41.2M
Puts
$23.7M
Net Calls
+$17.4M
Net Calls Change
+$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NEI
326
Northwest & Ethical Investments
Ontario, Canada
$721K +$19.1K +2,000 +3%
LMGAM
327
Liberty Mutual Group Asset Management
Massachusetts
$701K -$340K -35,590 -35%
RJFSA
328
Raymond James Financial Services Advisors
Florida
$685K +$47.1K +4,930 +8%
BC
329
Brinker Capital
Pennsylvania
$684K +$616K +64,530 New
QI
330
QS Investors
New York
$667K +$288K +30,150 +92%
MCP
331
Mirador Capital Partners
California
$665K +$1.34K +140 +0.2%
Thrivent Financial for Lutherans
332
Thrivent Financial for Lutherans
Minnesota
$664K +$32.5K +3,400 +6%
FP
333
FDO Partners
Massachusetts
$663K -$2.46M -257,960 -80%
SAM
334
Shell Asset Management
Netherlands
$661K -$295K -30,940 -33%
TSW
335
Thompson Siegel & Walmsley
Virginia
$631K -$22.8M -2,392,040 -98%
APFBOT
336
Amica Pension Fund Board of Trustees
Rhode Island
$631K
UB
337
UMB Bank
Missouri
$623K
CB
338
Chemical Bank
Michigan
$608K +$169K +17,700 +45%
EWM
339
Evercore Wealth Management
New York
$607K
AIP
340
Ameritas Investment Partners
Nebraska
$601K
IP
341
Intellectus Partners
California
$596K +$49.8K +5,220 +10%
HS
342
HighVista Strategies
Massachusetts
$594K +$66.8K +7,000 +14%
KWILP
343
Kiwi Wealth Investments Limited Partnership
New Zealand
$592K -$1.59M -166,180 -75%
FDCDDQ
344
Federation des caisses Desjardins du Quebec
Quebec, Canada
$582K -$11.9K -1,250 -2%
LIA
345
LS Investment Advisors
Michigan
$543K +$3.06K +320 +0.6%
AP
346
Advisor Partners
California
$542K -$32.7K -3,430 -6%
WSFS
347
Wilmington Savings Fund Society
Delaware
$537K -$49.2K -5,150 -9%
SFS
348
Sowell Financial Services
Arkansas
$536K +$2.39K +250 +0.5%
EGA
349
E&G Advisors
Texas
$530K +$477K +50,000 New
Neuberger Berman Group
350
Neuberger Berman Group
New York
$520K -$17.7K -1,850 -4%

KLAC Hedge Fund Activity: Q3 2017 in Review

530 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q3 2017, worth a combined $15.2B — up 17% from $13B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of KLAC and 52 opened new positions — a net loss of 1 holder — while 195 trimmed existing stakes and 194 added.

The largest buyer was Wellington Management Group, adding an estimated $197M. The largest seller was Fidelity Investments, cutting an estimated $236M.

  • 530 institutional investors held KLA (KLAC) as of Q3 2017, down from 538 in Q2 2017.
  • Funds reported $15.2B of KLA stock for Q3 2017, up 17% quarter-over-quarter.
  • 52 funds opened new KLA positions in Q3 2017 and 53 closed out, a net change of -1 holder.
  • The largest KLA buyer in Q3 2017 was Wellington Management Group, an estimated $197M added.
  • The largest KLA seller in Q3 2017 was Fidelity Investments, an estimated $236M sold.

Based on aggregated 13F filings for Q3 2017.