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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
CM
376
Castleark Management
Illinois
$432K -$32.5K -3,400 -8%
FA
377
FDx Advisors
Illinois
$431K -$70.4K -7,370 -15%
CC
378
ClearArc Capital
Ohio
$425K +$17.2K +1,800 +5%
CL
379
Choreo LLC
Illinois
$415K -$15.4K -1,610 -4%
GCC
380
Guardian Capital (Canada)
Ontario, Canada
$406K +$43.2K +4,520 +13%
N
381
Nuveen
North Carolina
$394K
ZCA
382
Zeke Capital Advisors
Pennsylvania
$381K +$344K +35,990 New
HFS
383
HL Financial Services
Kentucky
$377K
PAG
384
Private Advisor Group
New Jersey
$373K -$21.5K -2,250 -6%
LCP
385
Legacy Capital Partners
Wisconsin
$368K
HIM
386
Hillsdale Investment Management
Ontario, Canada
$367K +$325K +34,000 +4,857%
KeyBank National Association
387
KeyBank National Association
Ohio
$363K +$12.2K +1,280 +4%
PL
388
Parkwood LLC
Ohio
$361K -$80.3K -8,410 -20%
FFWA
389
FRG Family Wealth Advisors
Washington
$360K
FRM
390
Fox Run Management
Connecticut
$360K +$325K +34,000 New
DM
391
Delphi Management
Massachusetts
$355K +$320K +33,500 New
CC
392
Cognios Capital
Kansas
$351K -$3.53K -370 -1%
BCM
393
BlueCrest Capital Management
Jersey
$339K +$305K +31,970 New
CCG
394
Cypress Capital Group
Florida
$336K +$303K +31,730 New
GXMC
395
Global X Management Company
New York
$331K +$34.4K +3,600 +13%
HAM
396
Highstreet Asset Management
Ontario, Canada
$329K -$9.74K -1,020 -3%
LNWWM
397
Laird Norton Wetherby Wealth Management
California
$324K -$4.11K -430 -1%
LS
398
Livforsakringsbolaget Skandia
Sweden
$321K
GF
399
Gabelli Funds
New York
$318K
DC
400
Davenport & Co
Virginia
$318K

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.