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612 hedge funds and large institutions have $14.8B invested in KLA in 2018 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 218 increasing their positions, 235 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.95% more ownership

Funds ownership: 920.53%930.48% (+10%)

3% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 63

1% less funds holding

Funds holding: 617612 (-5)

7% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 235

5% less capital invested

Capital invested by funds: $15.6B → $14.8B (-$794M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

34% less call options, than puts

Call options by funds: $49.9M | Put options by funds: $75.6M

Holders
612
Holders Change
-5
Holders Change %
-0.81%
% of All Funds
14.01%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
65
Increased
218
Reduced
235
Closed
63
Calls
$49.9M
Puts
$75.6M
Net Calls
-$25.6M
Net Calls Change
-$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.79B +$13.1M +1,202,370 +0.7%
Primecap Management
2
Primecap Management
California
$1.27B -$2.55M -234,200 -0.2%
BlackRock
3
BlackRock
New York
$1.16B +$12.9M +1,186,320 +1%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$891M +$324M +29,802,480 +52%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$828M -$191M -17,586,390 -18%
State Street
6
State Street
Massachusetts
$659M -$460K -42,320 -0.1%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$306M -$6.57M -604,130 -2%
Invesco
8
Invesco
Georgia
$270M +$62.1M +5,713,590 +28%
JP Morgan Chase
9
JP Morgan Chase
New York
$263M +$44.4M +4,080,140 +19%
PAMU
10
Pictet Asset Management (UK)
United Kingdom
$256M +$11.7M +1,071,660 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$221M -$6.05M -556,760 -3%
Northern Trust
12
Northern Trust
Illinois
$216M -$7.32M -673,150 -3%
Boston Partners
13
Boston Partners
Massachusetts
$215M +$3.16M +290,200 +1%
Fidelity International
14
Fidelity International
Bermuda
$201M +$60.1M +5,523,990 +39%
Goldman Sachs
15
Goldman Sachs
New York
$187M +$32.9M +3,022,110 +20%
UBS AM
16
UBS AM
Illinois
$160M -$3.6M -331,060 -2%
Parnassus Investments
17
Parnassus Investments
California
$154M -$72.6M -6,679,750 -31%
AQR Capital Management
18
AQR Capital Management
Connecticut
$141M -$66.9M -6,153,950 -31%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$141M +$12.1M +1,114,000 +9%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$140M -$2.15M -197,750 -1%
PAM
21
Panagora Asset Management
Massachusetts
$136M +$4.81M +442,220 +3%
LSV Asset Management
22
LSV Asset Management
Illinois
$131M -$2.32M -213,000 -2%
Norges Bank
23
Norges Bank
Norway
$130M +$171K +15,760 +0.1%
JIM
24
Jupiter Investment Management
United Kingdom
$129M +$79.5M +7,314,200 +139%
Ameriprise
25
Ameriprise
Minnesota
$126M +$18.5M +1,704,030 +16%

KLAC Hedge Fund Activity: Q2 2018 in Review

612 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q2 2018, worth a combined $14.8B — down 5.1% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new KLAC positions and 63 closed out — a net gain of 2 holders — while 218 added to existing stakes and 235 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $324M. The largest seller was Wellington Management Group, cutting an estimated $191M.

  • 612 institutional investors held KLA (KLAC) as of Q2 2018, down from 617 in Q1 2018.
  • Funds reported $14.8B of KLA stock for Q2 2018, down 5.1% quarter-over-quarter.
  • 65 funds opened new KLA positions in Q2 2018 and 63 closed out, a net change of +2 holders.
  • The largest KLA buyer in Q2 2018 was T. Rowe Price Associates, an estimated $324M added.
  • The largest KLA seller in Q2 2018 was Wellington Management Group, an estimated $191M sold.

Based on aggregated 13F filings for Q2 2018.