We are live on ! Find out more

436 hedge funds and large institutions have $13.5B invested in KLA in 2014 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 145 increasing their positions, 162 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 55

9% more capital invested

Capital invested by funds: $12.3B → $13.5B (+$1.17B)

0% more funds holding

Funds holding: 434436 (+2)

10% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 162

33% less call options, than puts

Call options by funds: $117M | Put options by funds: $175M

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
436
Holders Change
+2
Holders Change %
+0.46%
% of All Funds
11.63%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.11%
New
62
Increased
145
Reduced
162
Closed
55
Calls
$117M
Puts
$175M
Net Calls
-$58.1M
Net Calls Change
-$27.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$2.54B -$2.67M -361,910 Closed
JP Morgan Chase
2
JP Morgan Chase
New York
$1.58B +$127M +17,176,120 +8%
Capital World Investors
3
Capital World Investors
California
$1.4B +$188M +25,507,050 +15%
Capital Research Global Investors
4
Capital Research Global Investors
California
$909M +$84.9M +11,500,000 +10%
Vanguard Group
5
Vanguard Group
Pennsylvania
$891M +$30M +4,057,960 +3%
Primecap Management
6
Primecap Management
California
$630M +$23.1M +3,125,850 +4%
State Street
7
State Street
Massachusetts
$579M +$4.6M +623,020 +0.8%
BIT
8
BlackRock Institutional Trust
California
$300M +$94.1K +12,750 +0%
Invesco
9
Invesco
Georgia
$234M -$14.9M -2,019,440 -6%
BFA
10
BlackRock Fund Advisors
California
$189M +$3.1M +419,380 +2%
Ameriprise
11
Ameriprise
Minnesota
$176M -$95.7M -12,956,550 -34%
JHIU
12
Janus Henderson Investors US
Colorado
$172M +$56.6M +7,667,100 +46%
Northern Trust
13
Northern Trust
Illinois
$157M -$153K -20,660 -0.1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$134M -$1.63M -221,270 -1%
Artisan Partners
15
Artisan Partners
Wisconsin
$123M -$161M -21,803,260 -56%
State Farm Mutual Automobile Insurance
16
State Farm Mutual Automobile Insurance
Illinois
$108M
EIP
17
Epoch Investment Partners
New York
$105M +$1.46M +197,720 +1%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$99M -$57M -7,715,470 -35%
BG
19
BlackRock Group
United Kingdom
$98.4M +$12.1M +1,635,030 +13%
Capital International Investors
20
Capital International Investors
California
$93M
Norges Bank
21
Norges Bank
Norway
$92.4M
Fidelity Investments
22
Fidelity Investments
Massachusetts
$91.2M +$9.92M +1,343,350 +12%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$88.1M +$3.27M +442,820 +4%
CI Investments Inc
24
CI Investments Inc
Ontario, Canada
$79.9M -$2.86M -388,000 -3%
Deutsche Bank
25
Deutsche Bank
Germany
$72M -$10.1M -1,365,000 -12%

KLAC Hedge Fund Activity: Q4 2014 in Review

436 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q4 2014, worth a combined $13.5B — up 9.5% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new KLAC positions and 55 closed out — a net gain of 7 holders — while 145 added to existing stakes and 162 trimmed.

The largest buyer was Capital World Investors, adding an estimated $188M. The largest seller was Prudential plc, exiting entirely with an estimated $223M sold.

  • 436 institutional investors held KLA (KLAC) as of Q4 2014, up from 434 in Q3 2014.
  • Funds reported $13.5B of KLA stock for Q4 2014, up 9.5% quarter-over-quarter.
  • 62 funds opened new KLA positions in Q4 2014 and 55 closed out, a net change of +7 holders.
  • The largest KLA buyer in Q4 2014 was Capital World Investors, an estimated $188M added.
  • The largest KLA seller in Q4 2014 was Prudential plc, an estimated $223M sold.

Based on aggregated 13F filings for Q4 2014.