KLA
KLAC
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.
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: 5 → 7 (+2)
8.48% more ownership
Funds ownership: 912.05% → 920.53% (+8.5%)
4% more funds holding
Funds holding: 594 → 617 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$301M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$95.2M |
| 3 |
MHI
Miller Howard Investments
Kingston,
New York
|
+$60.9M |
| 4 |
Goldman Sachs
New York
|
+$57.1M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parnassus Investments
San Francisco,
California
|
-$138M |
| 2 |
JP Morgan Chase
New York
|
-$99.8M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$90.9M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$69.5M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$67M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WCM
676
Wealthcare Capital Management
Richmond,
Virginia
| – | -$2K | -230 | Closed |
|
677
Financial Engines Advisors
Santa Clara,
California
| – | -$1K | -120 | Closed |
|
|
SC
678
Slow Capital
Greenbrae,
California
| – | -$1K | -120 | 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.