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413 hedge funds and large institutions have $9.65B invested in KLA in 2015 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 89 increasing their positions, 170 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 312 (+9)

96% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 49

35% more capital invested

Capital invested by funds: $7.15B → $9.65B (+$2.5B)

12% more funds holding

Funds holding: 368413 (+45)

48% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 170

78% less call options, than puts

Call options by funds: $53.1M | Put options by funds: $240M

Holders
413
Holders Change
+45
Holders Change %
+12.23%
% of All Funds
10.83%
Holding in Top 10
12
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+300%
% of All Funds
0.31%
New
96
Increased
89
Reduced
170
Closed
49
Calls
$53.1M
Puts
$240M
Net Calls
-$187M
Net Calls Change
-$196M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$88.3M -$421K -65,840 -0.5%
UBS Group
27
UBS Group
Switzerland
$87.9M +$72.3M +11,293,260 +821%
BG
28
BlackRock Group
United Kingdom
$87.2M -$11.9M -1,862,850 -13%
Adage Capital Partners
29
Adage Capital Partners
Massachusetts
$85.8M +$79.1M +12,366,520 New
State Farm Mutual Automobile Insurance
30
State Farm Mutual Automobile Insurance
Illinois
$84.5M
Two Sigma Advisers
31
Two Sigma Advisers
New York
$81.3M +$2.06M +322,560 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
32
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$80.3M +$74.1M +11,582,560 New
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$59.9M +$45.6M +7,123,200 +471%
ClearBridge Investments
34
ClearBridge Investments
New York
$58.8M -$747K -116,790 -1%
Goldman Sachs
35
Goldman Sachs
New York
$50.3M +$14.2M +2,219,450 +44%
TCIM
36
TIAA CREF Investment Management
New York
$50.1M +$8.25M +1,289,540 +22%
GAM
37
Gotham Asset Management
New York
$49.9M -$16.2M -2,532,570 -26%
Legal & General Group
38
Legal & General Group
United Kingdom
$48.8M +$523K +81,780 +1%
Millennium Management
39
Millennium Management
New York
$48.3M +$20.8M +3,253,670 +88%
VFA
40
Virtus Fund Advisers
Connecticut
$47.7M +$44M +6,869,000 +60,949%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$43.6M -$22.5M -3,523,120 -36%
GC
42
Guggenheim Capital
Illinois
$42.6M -$8.61M -1,344,920 -18%
AGC
43
Angelo Gordon & Co
New York
$41.6M +$38.4M +6,000,000 New
Victory Capital Management
44
Victory Capital Management
Texas
$41.5M -$11.8M -1,849,090 -24%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$40.1M +$441K +68,990 +1%
Nordea Investment Management
46
Nordea Investment Management
Sweden
$39.5M -$65.9M -10,305,880 -64%
Charles Schwab
47
Charles Schwab
California
$38.8M +$1.21M +189,570 +4%
Deutsche Bank
48
Deutsche Bank
Germany
$37.5M -$329K -51,380 -0.9%
Bank of America
49
Bank of America
North Carolina
$36.8M -$21.9M -3,419,490 -39%
DKCM
50
Davidson Kempner Capital Management
New York
$35.2M +$32.5M +5,077,900 New

KLAC Hedge Fund Activity: Q4 2015 in Review

413 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q4 2015, worth a combined $9.65B — up 35% from $7.15B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new KLAC positions and 49 closed out — a net gain of 47 holders — while 89 added to existing stakes and 170 trimmed.

The largest buyer was Magnetar Financial, adding an estimated $435M. The largest seller was Capital Research Global Investors, cutting an estimated $890M.

  • 413 institutional investors held KLA (KLAC) as of Q4 2015, up from 368 in Q3 2015.
  • Funds reported $9.65B of KLA stock for Q4 2015, up 35% quarter-over-quarter.
  • 96 funds opened new KLA positions in Q4 2015 and 49 closed out, a net change of +47 holders.
  • The largest KLA buyer in Q4 2015 was Magnetar Financial, an estimated $435M added.
  • The largest KLA seller in Q4 2015 was Capital Research Global Investors, an estimated $890M sold.

Based on aggregated 13F filings for Q4 2015.