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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
WAM
451
Wolverine Asset Management
Illinois
$104K +$94.4K +9,890 New
EDRH
452
Edmond de Rothschild Holding
Switzerland
$101K +$49K +5,130 +117%
ARMT
453
Amica Retiree Medical Trust
Rhode Island
$97K
First Manhattan
454
First Manhattan
New York
$94K
TRCT
455
Tower Research Capital (TRC)
New York
$88K +$79.3K +8,310 New
NIT
456
NumerixS Investment Technologies
British Columbia, Canada
$85K -$1.39M -145,380 -95%
FPFS
457
First Personal Financial Services
North Carolina
$85K +$76.4K +8,000 New
WAS
458
Winch Advisory Services
Wisconsin
$77K
RE
459
RBC Europe
United Kingdom
$75.8K +$68.3K +7,150 New
TCOV
460
Trust Company of Vermont
Vermont
$74K -$72.8K -7,620 -52%
CHP
461
Cable Hill Partners
Oregon
$74K
WAM
462
Wealthspire Advisors (Maryland)
Maryland
$71K -$1.81K -190 -3%
VFA
463
Valeo Financial Advisors
Indiana
$69K +$62.2K +6,510 New
CG
464
Cutler Group
California
$67K -$52.1K -5,460 -46%
AP
465
Advisors Preferred
Maryland
$64K +$58.1K +6,090 New
HMS
466
Hanseatic Management Services
New Mexico
$62K +$14.8K +1,550 +36%
EMG
467
ETF Managers Group
New Jersey
$59K +$4.39K +460 +9%
NFG
468
Next Financial Group
Texas
$58K -$34.4K -3,600 -40%
Northwestern Mutual Wealth Management
469
Northwestern Mutual Wealth Management
Wisconsin
$58K +$19.6K +2,050 +60%
WT
470
Whittier Trust
California
$55K
NO
471
Ninety One
South Africa
$49K
MIC
472
MU Investments Company
Japan
$48K -$9.55K -1,000 -18%
WOC
473
West Oak Capital
California
$42.4K
AIL
474
AGF Investments LLC
Ontario, Canada
$41K -$7.64K -800 -17%
GLI
475
Guardian Life Insurance
New York
$37K

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.