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426 hedge funds and large institutions have $11.4B invested in KLA in 2013 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 159 increasing their positions, 171 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $109M | Put options by funds: $74.1M

36% more capital invested

Capital invested by funds: $8.38B → $11.4B (+$3.02B)

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

1% more funds holding

Funds holding: 423426 (+3)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

7% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 171

Holders
426
Holders Change
+3
Holders Change %
+0.71%
% of All Funds
13.81%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
45
Increased
159
Reduced
171
Closed
37
Calls
$109M
Puts
$74.1M
Net Calls
+$35.2M
Net Calls Change
+$49.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NES
401
New England Securities
New York
$45K +$352 +60 +0.8%
FHA
402
First Horizon Advisors
Tennessee
$39K +$1.29K +220 +4%
MFS
403
MSI Financial Services
Massachusetts
$35K -$9.21K -1,570 -21%
DADC
404
D.A. Davidson & Co
Montana
$33K
Jones Financial Companies
405
Jones Financial Companies
Missouri
$27K
MAM
406
Mizuho Asset Management
Japan
$25K
Bessemer Group
407
Bessemer Group
New Jersey
$18K -$44K -7,500 -71%
ARMC
408
American Research & Management Company
Massachusetts
$18K
OMCS
409
Old Mutual Customised Solutions
South Africa
$18K
ECM
410
Estabrook Capital Management
New York
$14.8K
CFA
411
Carroll Financial Associates
North Carolina
$12K
DBT
412
Dubuque Bank & Trust
Iowa
$12K
HRIA
413
Haberer Registered Investment Advisor
Ohio
$12K
PAS
414
Partnervest Advisory Services
California
$12K
JFGIW
415
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K -$196K -33,500 -95%
Manulife (Manufacturers Life Insurance)
416
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.9K +$240K +40,890 +2%
PC
417
Polar Capital
United Kingdom
$8.19K -$1.33M -227,000 -14%
EFSCE
418
Enterprise Financial Services Corp (EFSC)
Missouri
$6K +$1.05K +180 +21%
FAM
419
Formidable Asset Management
Ohio
$5K +$5.1K +870 New
RNS
420
Robert N. Shapiro
$4K -$64.5K -11,000 -94%
ST
421
Spot Trading
Illinois
$4K -$34.7K -5,920 -89%
TWA
422
TCI Wealth Advisors
Arizona
$4K
UB
423
UMB Bank
Missouri
$3.31K +$3.19M +544,760 New
WA
424
WFG Advisors
Texas
$2K -$46.8K -7,990 -96%
MUMSS
425
Mitsubishi UFJ Morgan Stanley Securities
Japan
$2K

KLAC Hedge Fund Activity: Q3 2013 in Review

426 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q3 2013, worth a combined $11.4B — up 36% from $8.38B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new KLAC positions and 37 closed out — a net gain of 8 holders — while 159 added to existing stakes and 171 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $98.3M. The largest seller was Goldman Sachs, cutting an estimated $45.7M.

  • 426 institutional investors held KLA (KLAC) as of Q3 2013, up from 423 in Q2 2013.
  • Funds reported $11.4B of KLA stock for Q3 2013, up 36% quarter-over-quarter.
  • 45 funds opened new KLA positions in Q3 2013 and 37 closed out, a net change of +8 holders.
  • The largest KLA buyer in Q3 2013 was JP Morgan Chase, an estimated $98.3M added.
  • The largest KLA seller in Q3 2013 was Goldman Sachs, an estimated $45.7M sold.

Based on aggregated 13F filings for Q3 2013.