We are live on ! Find out more

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
VIA
626
Virtus Investment Advisers
Connecticut
-$1.6M -152,630 Closed
CM
627
Crestline Management
Texas
-$1.26M -120,000 Closed
PWPCM
628
Perella Weinberg Partners Capital Management
New York
-$1.13M -107,930 Closed
MCM
629
Mork Capital Management
California
-$1.12M -107,000 Closed
William Blair & Company
630
William Blair & Company
Illinois
-$1.07M -101,890 Closed
Balyasny Asset Management
631
Balyasny Asset Management
Illinois
-$1.03M -93,000 Closed
KI
632
Koch Industries
Kansas
-$901K -85,720 Closed
NAM
633
NorthCoast Asset Management
Connecticut
-$874K -83,150 Closed
DCM
634
Driehaus Capital Management
Illinois
-$674K -64,180 Closed
PSF
635
Pacific Sun Financial
California
-$663K -63,070 Closed
FI
636
FormulaFolio Investments
Michigan
-$646K -61,470 Closed
TIAAOA
637
Teachers Insurance & Annuity Association of America
New York
-$618K -58,900 Closed
Simplex Trading
638
Simplex Trading
Illinois
-$654K -58,740 Closed
EVM
639
Eaton Vance Management
Massachusetts
-$611K -58,160 Closed
OMC
640
Old Mission Capital
Illinois
-$604K -57,520 Closed
EWM
641
Evercore Wealth Management
New York
-$598K -56,940 Closed
GCC
642
Game Creek Capital
Massachusetts
-$578K -55,000 Closed
HCMT
643
Highland Capital Management (Tennessee)
Tennessee
-$560K -53,260 Closed
UFF
644
USA Financial Formulas
Michigan
-$537K -51,150 Closed
AA
645
ALPS Advisors
Colorado
-$504K -48,010 Closed
SAM
646
Strategy Asset Managers
California
-$495K -47,150 Closed
FP
647
FDO Partners
Massachusetts
-$472K -44,920 Closed
TSS
648
Two Sigma Securities
New York
-$423K -38,060 Closed
PAG
649
Private Advisor Group
New Jersey
-$368K -33,580 Closed
GCA
650
Gideon Capital Advisors
New York
-$336K -31,980 Closed

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.