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Onto Innovation

358 hedge funds and large institutions have $6.21B invested in Onto Innovation in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 108 increasing their positions, 138 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $25.3M | Put options by funds: $7.73M

92% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 36

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

13% more capital invested

Capital invested by funds: $5.48B → $6.21B (+$737M)

9% more funds holding

Funds holding: 328358 (+30)

2.98% more ownership

Funds ownership: 96.3%99.28% (+3%)

22% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 138

Holders
358
Holders Change
+30
Holders Change %
+9.15%
% of All Funds
5.68%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
69
Increased
108
Reduced
138
Closed
36
Calls
$25.3M
Puts
$7.73M
Net Calls
+$17.6M
Net Calls Change
+$10M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
251
HighTower Advisors
Illinois
$338K +$4.04K +34 +1%
Nisa Investment Advisors
252
Nisa Investment Advisors
Missouri
$328K
IWC
253
Integrated Wealth Concepts
Massachusetts
$326K +$9.98K +84 +3%
MFIM
254
Mesirow Financial Investment Management
Illinois
$324K
HVCM
255
Hel Ved Capital Management
Hong Kong
$316K +$294K +2,475 New
AR
256
Advisory Research
Illinois
$313K +$292K +2,453 New
Janney Montgomery Scott
257
Janney Montgomery Scott
Pennsylvania
$312K -$168K -1,416 -37%
SCM
258
Shelton Capital Management
Colorado
$306K -$35.8K -301 -11%
KIA
259
KLR Investment Advisors
Rhode Island
$305K -$19.7K -166 -5%
SI
260
Shaker Investments
Ohio
$298K +$278K +2,336 New
FTDI
261
First Trust Direct Indexing
Massachusetts
$290K +$18.3K +154 +7%
SFA
262
Sequoia Financial Advisors
Ohio
$289K +$18.3K +154 +7%
WA
263
WealthTrust Axiom
Pennsylvania
$289K
WANY
264
Wealthspire Advisors (New York)
New York
$288K +$268K +2,256 New
HFM
265
Harvest Fund Management
China
$286K -$74.2K -624 -22%
GC
266
Guggenheim Capital
Illinois
$282K -$12.4K -104 -4%
PMA
267
Prudent Man Advisors
Illinois
$271K -$61K -513 -19%
XT
268
XTX Topco
Cayman Islands
$265K +$247K +2,075 New
FFP
269
FourThought Financial Partners
Florida
$256K -$9.51K -80 -4%
RFA
270
RTD Financial Advisors
Pennsylvania
$255K
FFM
271
Forum Financial Management
Illinois
$250K
ECM
272
ExodusPoint Capital Management
New York
$249K -$114K -959 -33%
HSBC Holdings
273
HSBC Holdings
United Kingdom
$246K +$230K +1,933 New
SOW
274
State of Wyoming
Wyoming
$242K -$80K -673 -26%
PWM
275
Pacific Wealth Management
California
$234K

ONTO Hedge Fund Activity: Q3 2023 in Review

358 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Onto Innovation (ONTO) for Q3 2023, worth a combined $6.21B — up 13% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new ONTO positions and 36 closed out — a net gain of 33 holders — while 108 added to existing stakes and 138 trimmed.

The largest buyer was Invesco, adding an estimated $68M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $26.3M sold.

  • 358 institutional investors held Onto Innovation (ONTO) as of Q3 2023, up from 328 in Q2 2023.
  • Funds reported $6.21B of Onto Innovation stock for Q3 2023, up 13% quarter-over-quarter.
  • 69 funds opened new Onto Innovation positions in Q3 2023 and 36 closed out, a net change of +33 holders.
  • The largest Onto Innovation buyer in Q3 2023 was Invesco, an estimated $68M added.
  • The largest Onto Innovation seller in Q3 2023 was Westfield Capital Management, an estimated $26.3M sold.

Based on aggregated 13F filings for Q3 2023.