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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
Bessemer Group
526
Bessemer Group
New Jersey
$59K -$789K -70,880 -93%
IA
527
IFP Advisors
Florida
$58K
WT
528
Whittier Trust
California
$56K
TCOV
529
Trust Company of Vermont
Vermont
$54K
Parallax Volatility Advisers
530
Parallax Volatility Advisers
California
$53K -$450K -40,440 -89%
First Manhattan
531
First Manhattan
New York
$51K -$46.3K -4,160 -47%
S
532
SignatureFD
Georgia
$51K +$51.9K +4,660 New
ZB
533
Zions Bancorporation
Utah
$46K +$2K +180 +4%
CIP
534
Convergence Investment Partners
Florida
$45K +$46K +4,130 New
BCP
535
Blackhawk Capital Partners
Wisconsin
$44K
VCM
536
Versant Capital Management
Arizona
$44K +$16.8K +1,510 +60%
PHK
537
Point72 Hong Kong
Hong Kong
$44K +$32K +2,880 +242%
WOC
538
West Oak Capital
California
$43.6K
NO
539
Ninety One
South Africa
$43K -$8.23K -740 -16%
MWM
540
MinichMacGregor Wealth Management
New York
$41K +$26.5K +2,380 +166%
Northwestern Mutual Wealth Management
541
Northwestern Mutual Wealth Management
Wisconsin
$40K -$24.9K -2,240 -38%
GLI
542
Guardian Life Insurance
New York
$39K -$16.4K -1,470 -29%
CLOS
543
Compagnie Lombard Odier SCmA
Switzerland
$38K -$63.3K -5,690 -62%
CAW
544
Cornerstone Advisors (Washington)
Washington
$36K
AIS
545
AlphaOne Investment Services
Pennsylvania
$35K +$36.2K +3,250 New
PCM
546
Penserra Capital Management
California
$34K +$8.68K +780 +33%
APP
547
Avantax Planning Partners
Iowa
$33K +$33.5K +3,010 New
CCM
548
Cribstone Capital Management
Maine
$27K
VNA
549
Valley National Advisers
Pennsylvania
$27K
WB
550
Webster Bank
Connecticut
$27K +$2.78K +250 +11%

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.