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Onto Innovation

91 hedge funds and large institutions have $320M invested in Onto Innovation in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 32

16% more capital invested

Capital invested by funds: $276M → $320M (+$43.6M)

2% less funds holding

Funds holding: 9391 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

91% less call options, than puts

Call options by funds: $191K | Put options by funds: $2.16M

Holders
91
Holders Change
-2
Holders Change %
-2.15%
% of All Funds
2.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
42
Reduced
32
Closed
8
Calls
$191K
Puts
$2.16M
Net Calls
-$1.97M
Net Calls Change
-$2.42M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$37.9M +$1.55M +103,131 +5%
WRF
2
Waddell & Reed Financial
Kansas
$36.3M +$5.98M +397,050 +21%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$36.3M +$847K +56,260 +3%
Artisan Partners
4
Artisan Partners
Wisconsin
$32.3M -$211K -14,012 -0.7%
BFA
5
BlackRock Fund Advisors
California
$20.1M +$2.28M +151,632 +14%
American Century Companies
6
American Century Companies
Missouri
$18M -$1.27M -84,325 -7%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$11.8M -$5.25K -349 -0%
BIT
8
BlackRock Institutional Trust
California
$11.7M +$104K +6,939 +1%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$11.3M +$78.3K +5,200 +0.7%
Vanguard Group
10
Vanguard Group
Pennsylvania
$11.2M +$194K +12,914 +2%
Franklin Resources
11
Franklin Resources
California
$11.2M +$10.4M +691,900 New
Wells Fargo
12
Wells Fargo
California
$7.02M -$249K -16,540 -4%
State Street
13
State Street
Massachusetts
$6.67M +$72.2K +4,795 +1%
Northern Trust
14
Northern Trust
Illinois
$6.51M -$950K -63,120 -14%
WSA
15
Wall Street Associates
California
$5.13M -$104K -6,900 -2%
MOACM
16
Mutual of America Capital Management
New York
$4.59M +$331K +22,026 +8%
State of Wisconsin Investment Board
17
State of Wisconsin Investment Board
Wisconsin
$4.57M -$625K -41,512 -13%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$3.31M -$122K -8,113 -4%
RHJA
19
Rice Hall James & Associates
California
$2.67M -$13.5K -900 -0.5%
SST
20
S Squared Technology
New York
$2.41M -$451K -30,000 -17%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$2.15M
Principal Financial Group
22
Principal Financial Group
Iowa
$1.95M -$26K -1,727 -1%
Public Employees Retirement Association of Colorado
23
Public Employees Retirement Association of Colorado
Colorado
$1.72M -$323K -21,438 -17%
TCIM
24
TIAA CREF Investment Management
New York
$1.62M -$29.4K -1,953 -2%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$1.59M +$45.6K +3,030 +3%

ONTO Hedge Fund Activity: Q3 2013 in Review

91 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Onto Innovation (ONTO) for Q3 2013, worth a combined $320M — up 16% from $276M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ONTO and 6 opened new positions — a net loss of 2 holders — while 32 trimmed existing stakes and 42 added.

The largest buyer was Franklin Resources, opening a new position worth an estimated $10.4M. The largest seller was JP Morgan Chase, cutting an estimated $1.38M.

  • 91 institutional investors held Onto Innovation (ONTO) as of Q3 2013, down from 93 in Q2 2013.
  • Funds reported $320M of Onto Innovation stock for Q3 2013, up 16% quarter-over-quarter.
  • 6 funds opened new Onto Innovation positions in Q3 2013 and 8 closed out, a net change of -2 holders.
  • The largest Onto Innovation buyer in Q3 2013 was Franklin Resources, an estimated $10.4M added.
  • The largest Onto Innovation seller in Q3 2013 was JP Morgan Chase, an estimated $1.38M sold.

Based on aggregated 13F filings for Q3 2013.