We are live on ! Find out more

530 hedge funds and large institutions have $15.2B invested in KLA in 2017 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 194 increasing their positions, 195 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $41.2M | Put options by funds: $23.7M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

17% more capital invested

Capital invested by funds: $13B → $15.2B (+$2.25B)

13.5% more ownership

Funds ownership: 901.2%914.7% (+13%)

1% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 195

2% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 53

1% less funds holding

Funds holding: 538530 (-8)

Holders
530
Holders Change
-8
Holders Change %
-1.49%
% of All Funds
13.21%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
52
Increased
194
Reduced
195
Closed
53
Calls
$41.2M
Puts
$23.7M
Net Calls
+$17.4M
Net Calls Change
+$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
551
Level Four Advisory Services
Texas
-$1.06M -110,610 Closed
GCP
552
GSA Capital Partners
United Kingdom
-$924K -101,020 Closed
AWE
553
Avidian Wealth Enterprises
Texas
-$821K -89,710 Closed
SEC
554
Seven Eight Capital
New York
-$635K -69,360 Closed
RCAMU
555
Rothschild & Co Asset Management US
Connecticut
-$615K -67,220 Closed
SSA
556
Schonfeld Strategic Advisors
New York
-$607K -66,340 Closed
AA
557
Apriem Advisors
California
-$549K -60,000 Closed
IIM
558
Intact Investment Management
Quebec, Canada
-$503K -55,000 Closed
DTL
559
Dynamic Technology Lab
Singapore
-$377K -41,200 Closed
CCIA
560
Campbell & Co Investment Adviser
Maryland
-$362K -39,550 Closed
LA
561
Lucus Advisors
New York
-$354K -38,630 Closed
BRWA
562
B. Riley Wealth Advisors
Florida
-$338K -36,810 Closed
BFM
563
Boothbay Fund Management
New York
-$321K -35,060 Closed
GCA
564
Gideon Capital Advisors
New York
-$309K -33,790 Closed
GCMG
565
Gyroscope Capital Management Group
Florida
-$269K -29,400 Closed
NI
566
Numeric Investors
Massachusetts
-$265K -29,000 Closed
RA
567
Rational Advisors
New York
-$238K -26,000 Closed
NA
568
Navellier & Associates
Nevada
-$228K -24,950 Closed
PTC
569
Petrus Trust Company
Texas
-$214K -23,360 Closed
Simplex Trading
570
Simplex Trading
Illinois
-$197K -20,630 Closed
AIM
571
Acrospire Investment Management
Illinois
-$73K -8,000 Closed
CPP
572
Crow Point Partners
Massachusetts
-$48K -5,230 Closed
Loomis, Sayles & Company
573
Loomis, Sayles & Company
Massachusetts
-$31K -3,390 Closed
DADC
574
D.A. Davidson & Co
Montana
-$11K -1,290 Closed
MBT
575
Monroe Bank & Trust
Michigan
-$12K -1,260 Closed

KLAC Hedge Fund Activity: Q3 2017 in Review

530 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q3 2017, worth a combined $15.2B — up 17% from $13B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of KLAC and 52 opened new positions — a net loss of 1 holder — while 195 trimmed existing stakes and 194 added.

The largest buyer was Wellington Management Group, adding an estimated $197M. The largest seller was Fidelity Investments, cutting an estimated $236M.

  • 530 institutional investors held KLA (KLAC) as of Q3 2017, down from 538 in Q2 2017.
  • Funds reported $15.2B of KLA stock for Q3 2017, up 17% quarter-over-quarter.
  • 52 funds opened new KLA positions in Q3 2017 and 53 closed out, a net change of -1 holder.
  • The largest KLA buyer in Q3 2017 was Wellington Management Group, an estimated $197M added.
  • The largest KLA seller in Q3 2017 was Fidelity Investments, an estimated $236M sold.

Based on aggregated 13F filings for Q3 2017.