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Onto Innovation

89 hedge funds and large institutions have $372M invested in Onto Innovation in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $320M → $372M (+$52M)

2% less funds holding

Funds holding: 9189 (-2)

11% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 36

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

65% less call options, than puts

Call options by funds: $248K | Put options by funds: $699K

Holders
89
Holders Change
-2
Holders Change %
-2.2%
% of All Funds
2.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
32
Reduced
36
Closed
10
Calls
$248K
Puts
$699K
Net Calls
-$451K
Net Calls Change
+$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
WRF
1
Waddell & Reed Financial
Kansas
$50.5M +$7M +399,108 +18%
RA
2
Royce & Associates
New York
$44.5M -$276K -15,729 -0.7%
Artisan Partners
3
Artisan Partners
Wisconsin
$38.1M -$47.6K -2,715 -0.1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$36.6M -$5.79M -329,750 -15%
BFA
5
BlackRock Fund Advisors
California
$24.5M +$605K +34,459 +3%
Franklin Resources
6
Franklin Resources
California
$17.8M +$4.26M +243,061 +35%
Vanguard Group
7
Vanguard Group
Pennsylvania
$14.1M +$789K +44,962 +6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$14.1M +$103K +5,866 +0.8%
American Century Companies
9
American Century Companies
Missouri
$13.9M -$6.77M -386,172 -35%
BIT
10
BlackRock Institutional Trust
California
$13.8M +$8.44K +481 +0.1%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$11M -$2.22M -126,700 -18%
State Street
12
State Street
Massachusetts
$7.87M -$12.1K -687 -0.2%
PC
13
Pier Capital
Connecticut
$7.29M +$6.71M +382,457 New
Northern Trust
14
Northern Trust
Illinois
$6.45M -$1.15M -65,385 -16%
WSA
15
Wall Street Associates
California
$6.28M +$196K +11,200 +4%
MOACM
16
Mutual of America Capital Management
New York
$5.68M +$241K +13,749 +5%
State of Wisconsin Investment Board
17
State of Wisconsin Investment Board
Wisconsin
$4.92M -$439K -25,000 -9%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$3.88M -$26K -1,483 -0.7%
RHJA
19
Rice Hall James & Associates
California
$3M -$138K -7,850 -5%
SST
20
S Squared Technology
New York
$2.85M
Fidelity Investments
21
Fidelity Investments
Massachusetts
$2.54M
Principal Financial Group
22
Principal Financial Group
Iowa
$2.47M +$150K +8,569 +7%
RIM
23
RS Investment Management
California
$2.15M +$1.98M +112,900 New
Geode Capital Management
24
Geode Capital Management
Massachusetts
$2.09M +$189K +10,753 +11%
TCIM
25
TIAA CREF Investment Management
New York
$1.86M -$48.7K -2,778 -3%

ONTO Hedge Fund Activity: Q4 2013 in Review

89 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Onto Innovation (ONTO) for Q4 2013, worth a combined $372M — up 16% from $320M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ONTO and 8 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 32 added.

The largest buyer was Waddell & Reed Financial, adding an estimated $7M. The largest seller was Wells Fargo, exiting entirely with an estimated $7.02M sold.

  • 89 institutional investors held Onto Innovation (ONTO) as of Q4 2013, down from 91 in Q3 2013.
  • Funds reported $372M of Onto Innovation stock for Q4 2013, up 16% quarter-over-quarter.
  • 8 funds opened new Onto Innovation positions in Q4 2013 and 10 closed out, a net change of -2 holders.
  • The largest Onto Innovation buyer in Q4 2013 was Waddell & Reed Financial, an estimated $7M added.
  • The largest Onto Innovation seller in Q4 2013 was Wells Fargo, an estimated $7.02M sold.

Based on aggregated 13F filings for Q4 2013.