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690 hedge funds and large institutions have $17.3B invested in KLA in 2019 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 295 increasing their positions, 189 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 65

89% more funds holding in top 10

Funds holding in top 10: 917 (+8)

56% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 189

43% more capital invested

Capital invested by funds: $12.1B → $17.3B (+$5.22B)

12% more call options, than puts

Call options by funds: $68M | Put options by funds: $60.6M

8% more funds holding

Funds holding: 638690 (+52)

24.94% less ownership

Funds ownership: 916.55%891.61% (-25%)

Holders
690
Holders Change
+52
Holders Change %
+8.15%
% of All Funds
14.94%
Holding in Top 10
17
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+88.89%
% of All Funds
0.37%
New
126
Increased
295
Reduced
189
Closed
65
Calls
$68M
Puts
$60.6M
Net Calls
+$7.36M
Net Calls Change
-$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WIS
526
Wright Investors Service
Connecticut
$279K -$42.7K -3,970 -15%
SL
527
Signition LP
New York
$275K +$247K +23,010 New
William Blair & Company
528
William Blair & Company
Illinois
$263K +$237K +22,020 New
AIM
529
ARK Investment Management
Florida
$256K +$231K +21,440 New
CG
530
Cutler Group
California
$255K +$139K +12,910 +152%
CCP
531
Corient Capital Partners
California
$252K +$227K +21,080 New
WB
532
WesBanco Bank
West Virginia
$248K +$223K +20,760 New
LOAME
533
Lombard Odier Asset Management (Europe)
United Kingdom
$246K +$221K +20,560 New
FP
534
Foundry Partners
Minnesota
$242K +$218K +20,280 New
WCA
535
Westover Capital Advisors
Delaware
$239K +$215K +20,000 New
AF
536
Advisornet Financial
Minnesota
$238K +$214K +19,900 New
XS
537
XR Securities
Illinois
$238K +$214K +19,920 New
AWM
538
Affinity Wealth Management
Delaware
$236K +$213K +19,780 New
NB
539
Nicolet Bankshares
Wisconsin
$235K -$22.4K -2,080 -10%
CCA
540
Checchi Capital Advisers
California
$233K +$210K +19,550 New
C
541
Cerebellum
California
$231K -$89.2K -8,290 -30%
RWA
542
Ropes Wealth Advisors
Massachusetts
$229K +$182K +16,900 +751%
IFWM
543
Institute for Wealth Management
Colorado
$227K +$204K +18,990 New
EVM
544
Eaton Vance Management
Massachusetts
$225K +$203K +18,860 New
MC
545
Miles Capital
Iowa
$220K +$198K +18,440 New
CAN
546
Cetera Advisor Networks
California
$219K +$198K +18,370 New
HI
547
Horizon Investments
North Carolina
$217K +$197K +18,270 New
OAM
548
Origin Asset Management
United Kingdom
$214K +$193K +17,950 New
ECM
549
ETrade Capital Management
Virginia
$213K -$276K -25,690 -59%
ACM
550
Ategra Capital Management
Virginia
$208K +$188K +17,460 New

KLAC Hedge Fund Activity: Q1 2019 in Review

690 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2019, worth a combined $17.3B — up 43% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new KLAC positions and 65 closed out — a net gain of 61 holders — while 295 added to existing stakes and 189 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $229M. The largest seller was Two Sigma Advisers, cutting an estimated $131M.

  • 690 institutional investors held KLA (KLAC) as of Q1 2019, up from 638 in Q4 2018.
  • Funds reported $17.3B of KLA stock for Q1 2019, up 43% quarter-over-quarter.
  • 126 funds opened new KLA positions in Q1 2019 and 65 closed out, a net change of +61 holders.
  • The largest KLA buyer in Q1 2019 was Wellington Management Group, an estimated $229M added.
  • The largest KLA seller in Q1 2019 was Two Sigma Advisers, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2019.