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690 hedge funds and large institutions have $17.3B invested in KLA in 2019 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 295 increasing their positions, 189 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 65

89% more funds holding in top 10

Funds holding in top 10: 917 (+8)

56% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 189

43% more capital invested

Capital invested by funds: $12.1B → $17.3B (+$5.22B)

12% more call options, than puts

Call options by funds: $68M | Put options by funds: $60.6M

8% more funds holding

Funds holding: 638690 (+52)

24.94% less ownership

Funds ownership: 916.55%891.61% (-25%)

Holders
690
Holders Change
+52
Holders Change %
+8.15%
% of All Funds
14.94%
Holding in Top 10
17
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+88.89%
% of All Funds
0.37%
New
126
Increased
295
Reduced
189
Closed
65
Calls
$68M
Puts
$60.6M
Net Calls
+$7.36M
Net Calls Change
-$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
351
Mercer Global Advisors
Colorado
$1.17M +$1.06M +98,260 New
RJFSA
352
Raymond James Financial Services Advisors
Florida
$1.16M -$10.4K -970 -1%
EMG
353
ETF Managers Group
New Jersey
$1.15M +$909K +84,510 +694%
LAM
354
Lingohr Asset Management
Germany
$1.15M -$43K -4,000 -4%
COPPSERS
355
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.15M +$141K +13,070 +16%
PWAG
356
Polaris Wealth Advisory Group
California
$1.15M +$231K +21,490 +30%
LMAM
357
Legg Mason Asset Management
Japan
$1.12M -$32.3K -3,000 -3%
JMPWA
358
JP Morgan Private Wealth Advisors
California
$1.12M -$12K -1,120 -1%
CS
359
Candriam SCA
Luxembourg
$1.11M -$534K -49,620 -35%
AQA
360
Alpha Quant Advisors
Texas
$1.1M -$45.9K -4,270 -4%
CGH
361
Crossmark Global Holdings
Texas
$1.1M -$22.6K -2,100 -2%
B
362
Barings
North Carolina
$1.09M
SIM
363
Sentry Investment Management
Wisconsin
$1.09M -$87.2K -8,110 -8%
Creative Planning
364
Creative Planning
Kansas
$1.09M +$17.7K +1,650 +2%
QC
365
Quadrature Capital
United Kingdom
$1.08M +$973K +90,450 New
SI
366
Stephens Inc
Arkansas
$1.08M -$294K -27,340 -23%
AIM
367
Assured Investment Management
New York
$1.06M +$952K +88,480 New
LSERS
368
Louisiana State Employees Retirement System
Louisiana
$1.04M +$75.3K +7,000 +9%
BOH
369
Bank of Hawaii
Hawaii
$1.04M +$284K +26,450 +44%
RMC
370
Regis Management Company
California
$1.03M +$465K +43,220 +100%
MF
371
Magnetar Financial
Illinois
$1.02M +$642K +59,730 +230%
MCM
372
Mork Capital Management
California
$1.01M
ANBT
373
American National Bank & Trust
Texas
$1M +$902K +83,900 New
KOCAA
374
Knights of Columbus Asset Advisors
Connecticut
$998K -$159K -14,750 -15%
Fiera Capital (Canada)
375
Fiera Capital (Canada)
Quebec, Canada
$993K +$895K +83,220 New

KLAC Hedge Fund Activity: Q1 2019 in Review

690 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2019, worth a combined $17.3B — up 43% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new KLAC positions and 65 closed out — a net gain of 61 holders — while 295 added to existing stakes and 189 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $229M. The largest seller was Two Sigma Advisers, cutting an estimated $131M.

  • 690 institutional investors held KLA (KLAC) as of Q1 2019, up from 638 in Q4 2018.
  • Funds reported $17.3B of KLA stock for Q1 2019, up 43% quarter-over-quarter.
  • 126 funds opened new KLA positions in Q1 2019 and 65 closed out, a net change of +61 holders.
  • The largest KLA buyer in Q1 2019 was Wellington Management Group, an estimated $229M added.
  • The largest KLA seller in Q1 2019 was Two Sigma Advisers, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2019.