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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
CG
401
Caprock Group
Idaho
$317K +$1.53K +160 +0.5%
Cerity Partners
402
Cerity Partners
New York
$309K +$278K +29,130 New
CIM
403
Contravisory Investment Management
Massachusetts
$304K +$859 +90 +0.3%
IUHSA
404
Itau Unibanco Holding S.A.
Brazil
$302K +$85.7K +8,980 New
JWA
405
JFS Wealth Advisors
Pennsylvania
$297K
AWM
406
Affinity Wealth Management
Delaware
$287K
ZDA
407
Zweig-DiMenna Associates
New York
$286K +$9.55K +1,000 +4%
CB
408
Commerce Bank
Missouri
$281K
JIC
409
Johnson Investment Counsel
Ohio
$279K -$11.4K -1,190 -4%
UBWV
410
United Bank (West Virginia)
West Virginia
$273K
AT
411
Arden Trust
Delaware
$270K -$2.29K -240 -0.9%
SI
412
Stephens Inc
Arkansas
$270K +$3.72K +390 +2%
AOWM
413
Alpha Omega Wealth Management
Virginia
$269K
PWP
414
Private Wealth Partners
California
$265K -$14.3K -1,500 -6%
PP
415
Prudential plc
United Kingdom
$255K -$66.8K -7,000 -23%
MMPW
416
Mitchell McLeod Pugh & Williams
Alabama
$252K
NA
417
NewEdge Advisors
Louisiana
$240K -$286 -30 -0.1%
BWM
418
BerganKDV Wealth Management
Minnesota
$239K -$200K -20,980 -48%
Squarepoint
419
Squarepoint
New York
$233K -$10.3M -1,076,770 -98%
LOAME
420
Lombard Odier Asset Management (Europe)
United Kingdom
$233K
PVH
421
Psagot Value Holdings
Israel
$233K
EMG
422
Ellington Management Group
Connecticut
$223K +$201K +21,000 New
CAN
423
Cetera Advisor Networks
California
$223K +$205K +21,420 New
CCA
424
Checchi Capital Advisers
California
$221K -$11.2K -1,170 -5%
RIM
425
Rampart Investment Management
Connecticut
$221K +$286 +30 +0.1%

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.