We are live on ! Find out more

423 hedge funds and large institutions have $8.71B invested in KLA in 2015 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 150 increasing their positions, 156 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 156

3% less funds holding

Funds holding: 436423 (-13)

11% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 53

25% less call options, than puts

Call options by funds: $67.1M | Put options by funds: $89.2M

35% less capital invested

Capital invested by funds: $13.5B → $8.71B (-$4.77B)

Holders
423
Holders Change
-13
Holders Change %
-2.98%
% of All Funds
11.27%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
47
Increased
150
Reduced
156
Closed
53
Calls
$67.1M
Puts
$89.2M
Net Calls
-$22.1M
Net Calls Change
+$36M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
351
PartnerRe Asset Management
Connecticut
$201K -$3.65K -570 -2%
VRS
352
Virginia Retirement Systems
Virginia
$201K +$2.69K +420 +1%
TRCT
353
Tower Research Capital (TRC)
New York
$189K +$192K +29,990 +1,250%
Creative Planning
354
Creative Planning
Kansas
$167K -$6.08K -950 -3%
JWA
355
JFS Wealth Advisors
Pennsylvania
$163K -$1.15K -180 -0.6%
QI
356
QS Investors
New York
$137K -$157K -24,500 -51%
FMLI
357
Fukoku Mutual Life Insurance
Japan
$134K -$12.8K -2,000 -8%
HSA
358
Hussman Strategic Advisors
Maryland
$134K
EWM
359
Evercore Wealth Management
New York
$125K +$2.56K +400 +2%
TCOV
360
Trust Company of Vermont
Vermont
$124K -$38.2K -5,970 -22%
CLOS
361
Compagnie Lombard Odier SCmA
Switzerland
$117K
Macquarie Group
362
Macquarie Group
Australia
$117K
F
363
FolioMetrix
Nebraska
$102K
CTC
364
Central Trust Company
Missouri
$93K
NFG
365
Next Financial Group
Texas
$91K -$6.4K -1,000 -6%
SO
366
STRS Ohio
Ohio
$88K -$116K -18,180 -55%
Fifth Third Bancorp
367
Fifth Third Bancorp
Ohio
$84K +$23K +3,590 +33%
Fuller & Thaler Asset Management
368
Fuller & Thaler Asset Management
California
$82K -$128K -20,000 -59%
TSW
369
Thompson Siegel & Walmsley
Virginia
$79K -$91.8K -14,350 -51%
WT
370
Whittier Trust
California
$74K -$3.52K -550 -4%
WTC
371
WhitTier Trust Company
Nevada
$72K
ARMT
372
Amica Retiree Medical Trust
Rhode Island
$69K
GIS
373
Guardian Investor Services
New York
$66K -$1.15K -180 -2%
VFA
374
Virtus Fund Advisers
Connecticut
$66K +$12.9K +2,010 +22%
SNT
375
Security National Trust
West Virginia
$60K -$4.48K -700 -6%

KLAC Hedge Fund Activity: Q1 2015 in Review

423 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2015, worth a combined $8.71B — down 35% from $13.5B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of KLAC and 47 opened new positions — a net loss of 6 holders — while 156 trimmed existing stakes and 150 added.

The largest buyer was Janus Henderson Investors US, adding an estimated $67.2M. The largest seller was Ameriprise, cutting an estimated $137M.

  • 423 institutional investors held KLA (KLAC) as of Q1 2015, down from 436 in Q4 2014.
  • Funds reported $8.71B of KLA stock for Q1 2015, down 35% quarter-over-quarter.
  • 47 funds opened new KLA positions in Q1 2015 and 53 closed out, a net change of -6 holders.
  • The largest KLA buyer in Q1 2015 was Janus Henderson Investors US, an estimated $67.2M added.
  • The largest KLA seller in Q1 2015 was Ameriprise, an estimated $137M sold.

Based on aggregated 13F filings for Q1 2015.