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434 hedge funds and large institutions have $12.3B invested in KLA in 2014 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 124 increasing their positions, 194 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

10% more capital invested

Capital invested by funds: $11.2B → $12.3B (+$1.11B)

7% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 44

2% less funds holding

Funds holding: 442434 (-8)

23% less call options, than puts

Call options by funds: $101M | Put options by funds: $132M

36% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 194

Holders
434
Holders Change
-8
Holders Change %
-1.81%
% of All Funds
12.59%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
41
Increased
124
Reduced
194
Closed
44
Calls
$101M
Puts
$132M
Net Calls
-$30.9M
Net Calls Change
-$62.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.63B -$253M -33,581,120 -14%
Capital World Investors
2
Capital World Investors
California
$1.37B +$1.12B +147,844,350 +567%
Vanguard Group
3
Vanguard Group
Pennsylvania
$966M +$18.2M +2,405,860 +2%
Capital Research Global Investors
4
Capital Research Global Investors
California
$928M -$37.7M -5,000,000 -4%
Primecap Management
5
Primecap Management
California
$681M -$1.17M -155,300 -0.2%
State Street
6
State Street
Massachusetts
$644M -$19M -2,519,510 -3%
BIT
7
BlackRock Institutional Trust
California
$336M -$77.4K -10,260 -0%
Artisan Partners
8
Artisan Partners
Wisconsin
$309M -$10.5M -1,396,250 -3%
Ameriprise
9
Ameriprise
Minnesota
$299M -$173M -22,899,810 -38%
Invesco
10
Invesco
Georgia
$278M -$12.8M -1,690,820 -5%
PP
11
Prudential plc
United Kingdom
$223M -$158M -20,887,470 -42%
BFA
12
BlackRock Fund Advisors
California
$209M +$7.82M +1,036,640 +4%
Northern Trust
13
Northern Trust
Illinois
$177M +$3.66M +485,280 +2%
Nordea Investment Management
14
Nordea Investment Management
Sweden
$172M +$53.8M +7,129,760 +49%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$152M -$2.62M -346,820 -2%
JHIU
16
Janus Henderson Investors US
Colorado
$133M +$3.44M +456,220 +3%
State Farm Mutual Automobile Insurance
17
State Farm Mutual Automobile Insurance
Illinois
$120M
EIP
18
Epoch Investment Partners
New York
$116M +$5.01M +664,500 +5%
Capital International Investors
19
Capital International Investors
California
$104M
Norges Bank
20
Norges Bank
Norway
$104M -$94.6M -12,536,050 -49%
BG
21
BlackRock Group
United Kingdom
$97.3M -$2.55M -338,420 -3%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$95.2M -$789K -104,520 -0.9%
CI Investments Inc
23
CI Investments Inc
Ontario, Canada
$92.5M -$10.9M -1,442,000 -11%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$91.6M +$33.5M +4,442,250 +62%
Deutsche Bank
25
Deutsche Bank
Germany
$91.4M +$37.2M +4,929,490 +74%

KLAC Hedge Fund Activity: Q3 2014 in Review

434 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q3 2014, worth a combined $12.3B — up 9.9% from $11.2B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of KLAC and 41 opened new positions — a net loss of 3 holders — while 194 trimmed existing stakes and 124 added.

The largest buyer was Capital World Investors, adding an estimated $1.12B. The largest seller was JP Morgan Chase, cutting an estimated $253M.

  • 434 institutional investors held KLA (KLAC) as of Q3 2014, down from 442 in Q2 2014.
  • Funds reported $12.3B of KLA stock for Q3 2014, up 9.9% quarter-over-quarter.
  • 41 funds opened new KLA positions in Q3 2014 and 44 closed out, a net change of -3 holders.
  • The largest KLA buyer in Q3 2014 was Capital World Investors, an estimated $1.12B added.
  • The largest KLA seller in Q3 2014 was JP Morgan Chase, an estimated $253M sold.

Based on aggregated 13F filings for Q3 2014.