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439 hedge funds and large institutions have $9.65B invested in KLA in 2016 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 166 increasing their positions, 127 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 31

61% more call options, than puts

Call options by funds: $61.8M | Put options by funds: $38.3M

31% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 127

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

11% more funds holding

Funds holding: 397439 (+42)

6% less capital invested

Capital invested by funds: $10.3B → $9.65B (-$606M)

Holders
439
Holders Change
+42
Holders Change %
+10.58%
% of All Funds
11.71%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.51%
New
76
Increased
166
Reduced
127
Closed
31
Calls
$61.8M
Puts
$38.3M
Net Calls
+$23.5M
Net Calls Change
+$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
26
Victory Capital Management
Texas
$87.3M +$6.68M +928,150 +8%
Ameriprise
27
Ameriprise
Minnesota
$87.2M +$35.7M +4,955,480 +66%
AIM
28
Assured Investment Management
New York
$86.4M +$89.2M +12,396,890 New
State Farm Mutual Automobile Insurance
29
State Farm Mutual Automobile Insurance
Illinois
$84.9M
HI
30
HBK Investments
Texas
$82.4M -$11.1M -1,540,440 -12%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$79.4M +$11.3M +1,576,720 +16%
Adage Capital Partners
32
Adage Capital Partners
Massachusetts
$78.6M -$8.13M -1,129,000 -9%
Canada Pension Plan Investment Board
33
Canada Pension Plan Investment Board
Ontario, Canada
$73.4M
Marshall Wace
34
Marshall Wace
United Kingdom
$72.1M +$60.2M +8,357,010 +422%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$67.7M +$24.8M +3,439,390 +55%
DKCM
36
Davidson Kempner Capital Management
New York
$62.5M -$78.7M -10,936,740 -55%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$59.4M +$51.9M +7,211,550 +551%
PAMU
38
Pictet Asset Management (UK)
United Kingdom
$59.4M +$55.5M +7,705,620 +945%
Bank of America
39
Bank of America
North Carolina
$55.4M +$20.9M +2,905,400 +58%
ClearBridge Investments
40
ClearBridge Investments
New York
$55M -$1.04M -145,090 -2%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$52.1M +$7.69M +1,068,650 +17%
Legal & General Group
42
Legal & General Group
United Kingdom
$50.3M -$1.86M -257,950 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
43
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$50.3M +$51.9M +7,213,920 New
Allianz Asset Management
44
Allianz Asset Management
Germany
$46.1M +$12.1M +1,682,760 +34%
UBS AM
45
UBS AM
Illinois
$45.6M +$4.78M +664,390 +11%
AAM
46
Alpine Associates Management
Florida
$45.3M -$60.3M -8,374,060 -56%
Charles Schwab
47
Charles Schwab
California
$41.9M +$1.09M +150,910 +3%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$40.4M -$193K -26,880 -0.5%
GC
49
Guggenheim Capital
Illinois
$38.1M +$2.99M +414,810 +8%
CS
50
Credit Suisse
Switzerland
$35.5M +$796K +110,520 +2%

KLAC Hedge Fund Activity: Q3 2016 in Review

439 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q3 2016, worth a combined $9.65B — down 5.9% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new KLAC positions and 31 closed out — a net gain of 45 holders — while 166 added to existing stakes and 127 trimmed.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $121M. The largest seller was Barclays, cutting an estimated $274M.

  • 439 institutional investors held KLA (KLAC) as of Q3 2016, up from 397 in Q2 2016.
  • Funds reported $9.65B of KLA stock for Q3 2016, down 5.9% quarter-over-quarter.
  • 76 funds opened new KLA positions in Q3 2016 and 31 closed out, a net change of +45 holders.
  • The largest KLA buyer in Q3 2016 was Parnassus Investments, an estimated $121M added.
  • The largest KLA seller in Q3 2016 was Barclays, an estimated $274M sold.

Based on aggregated 13F filings for Q3 2016.