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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
AAF
151
Andra AP-fonden
Sweden
$7.54M +$3.78M +340,000 +97%
GAAM
152
Guinness Atkinson Asset Management
California
$7.46M +$7.61M +684,000 New
FCH
153
Freestone Capital Holdings
Washington
$7.41M +$2.11M +189,810 +39%
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$7.37M +$3.97M +356,960 +112%
RCM
155
Riverhead Capital Management
Delaware
$7.37M +$4.58M +411,730 +156%
WBC
156
Westpac Banking Corp
Australia
$7.24M +$1.63M +146,770 +28%
Ohio Public Employees Retirement System (OPERS)
157
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.22M -$122K -10,970 -2%
ORI
158
Oak Ridge Investments
Illinois
$7.19M +$2.03M +182,860 +38%
WG
159
Winton Group
United Kingdom
$6.92M -$1.48M -132,600 -17%
PCM
160
Palouse Capital Management
Washington
$6.88M -$45.1K -4,050 -0.6%
SCM
161
Shelton Capital Management
Colorado
$6.81M +$1.71M +154,000 +33%
JGC
162
J. Goldman & Co
New York
$6.72M +$6.86M +616,190 New
BCM
163
Bridgeway Capital Management
Texas
$6.68M
Point72 Asset Management
164
Point72 Asset Management
Connecticut
$6.54M +$6.68M +600,000 New
BCIM
165
British Columbia Investment Management
British Columbia, Canada
$6.42M -$788K -70,780 -11%
TAM
166
Tyers Asset Management
Texas
$6.27M +$3.84M +345,520 +150%
DekaBank Deutsche Girozentrale
167
DekaBank Deutsche Girozentrale
Germany
$6.26M -$1.01M -90,460 -14%
Nomura Asset Management
168
Nomura Asset Management
Japan
$6.24M +$1.19M +106,740 +23%
CG
169
Colony Group
Massachusetts
$6.2M +$255K +22,940 +4%
BWP
170
Baldwin Wealth Partners
Massachusetts
$6.14M +$590K +53,050 +10%
KIC
171
Keating Investment Counselors
Florida
$5.96M -$427K -38,400 -7%
Axa
172
Axa
France
$5.94M -$5.6M -503,000 -48%
SBIA
173
Sheaff Brock Investment Advisors
Indiana
$5.92M +$6.04M +542,950 New
SFM
174
Systematic Financial Management
New Jersey
$5.88M +$6M +539,300 New
MPM
175
Meritage Portfolio Management
Kansas
$5.86M +$5.99M +537,890 New

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.