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617 hedge funds and large institutions have $15.6B invested in KLA in 2018 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 222 increasing their positions, 213 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 63

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

8.48% more ownership

Funds ownership: 912.05%920.53% (+8.5%)

4% more funds holding

Funds holding: 594617 (+23)

4% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 213

4% more capital invested

Capital invested by funds: $15B → $15.6B (+$614M)

2% less call options, than puts

Call options by funds: $49.8M | Put options by funds: $50.7M

Holders
617
Holders Change
+23
Holders Change %
+3.87%
% of All Funds
14.14%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
92
Increased
222
Reduced
213
Closed
63
Calls
$49.8M
Puts
$50.7M
Net Calls
-$904K
Net Calls Change
-$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
451
Commerce Bank
Missouri
$322K -$17.8K -1,600 -5%
BAM
452
Berkshire Asset Management
Pennsylvania
$322K +$328K +29,500 New
PP
453
PagnatoKarp Partners
Virginia
$321K +$327K +29,410 New
JIP
454
Jaffetilchin Investment Partners
Florida
$307K +$314K +28,200 New
EGA
455
E&G Advisors
Texas
$305K -$445K -40,000 -59%
JWA
456
JFS Wealth Advisors
Pennsylvania
$305K
Cerity Partners
457
Cerity Partners
New York
$304K -$13.7K -1,230 -4%
DM
458
Delphi Management
Massachusetts
$294K -$36.2K -3,250 -11%
FPCP
459
Fort Point Capital Partners
California
$294K +$300K +26,950 New
GAM
460
Griffin Asset Management
New York
$291K +$297K +26,700 New
UBV
461
United Bank (Virginia)
Virginia
$280K
AT
462
Arden Trust
Delaware
$279K +$3.56K +320 +1%
AOWM
463
Alpha Omega Wealth Management
Virginia
$277K
CCA
464
Checchi Capital Advisers
California
$270K +$7.34K +660 +3%
PWP
465
Private Wealth Partners
California
$268K -$4.45K -400 -2%
Walleye Trading
466
Walleye Trading
New York
$266K +$272K +24,410 New
NA
467
NewEdge Advisors
Louisiana
$265K +$2.34K +210 +0.8%
LS
468
Livforsakringsbolaget Skandia
Sweden
$264K
MMPW
469
Mitchell McLeod Pugh & Williams
Alabama
$259K
IDBONY
470
Israel Discount Bank of New York
New York
$254K +$259K +23,300 New
NB
471
Nicolet Bankshares
Wisconsin
$254K +$260K +23,330 New
BS
472
Banco Santander
Spain
$251K +$256K +23,050 New
CM
473
Castleark Management
Illinois
$244K
NVCHI
474
New Vernon Capital Holdings II
New Jersey
$239K +$244K +21,910 New
II
475
Inspire Investing
Idaho
$237K +$47.6K +4,280 +24%

KLAC Hedge Fund Activity: Q1 2018 in Review

617 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2018, worth a combined $15.6B — up 4.1% from $15B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new KLAC positions and 63 closed out — a net gain of 29 holders — while 222 added to existing stakes and 213 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $301M. The largest seller was Parnassus Investments, cutting an estimated $138M.

  • 617 institutional investors held KLA (KLAC) as of Q1 2018, up from 594 in Q4 2017.
  • Funds reported $15.6B of KLA stock for Q1 2018, up 4.1% quarter-over-quarter.
  • 92 funds opened new KLA positions in Q1 2018 and 63 closed out, a net change of +29 holders.
  • The largest KLA buyer in Q1 2018 was T. Rowe Price Associates, an estimated $301M added.
  • The largest KLA seller in Q1 2018 was Parnassus Investments, an estimated $138M sold.

Based on aggregated 13F filings for Q1 2018.