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Onto Innovation

94 hedge funds and large institutions have $318M invested in Onto Innovation in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

26% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 27

2% more funds holding

Funds holding: 9294 (+2)

16% less capital invested

Capital invested by funds: $379M → $318M (-$60.9M)

Holders
94
Holders Change
+2
Holders Change %
+2.17%
% of All Funds
2.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
34
Reduced
27
Closed
7
Calls
$26K
Puts
Net Calls
+$26K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
WRF
1
Waddell & Reed Financial
Kansas
$40.5M +$97.2K +5,800 +0.2%
Franklin Resources
2
Franklin Resources
California
$38.9M +$10.4M +620,465 +32%
RA
3
Royce & Associates
New York
$35.7M -$182K -10,845 -0.5%
Artisan Partners
4
Artisan Partners
Wisconsin
$30M -$1.77M -105,498 -5%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$29.2M -$318K -18,940 -1%
BFA
6
BlackRock Fund Advisors
California
$19M +$202K +12,026 +1%
Vanguard Group
7
Vanguard Group
Pennsylvania
$12.6M +$662K +39,509 +5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$11.8M +$1.74M +103,786 +15%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$11.8M +$40.7K +2,430 +0.3%
BIT
10
BlackRock Institutional Trust
California
$11.5M -$35.6K -2,123 -0.3%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$8.16M -$466K -27,800 -5%
American Century Companies
12
American Century Companies
Missouri
$6.61M -$2.89M -172,469 -28%
State Street
13
State Street
Massachusetts
$6.12M -$141K -8,422 -2%
Wells Fargo
14
Wells Fargo
California
$4.8M +$33.7K +2,011 +0.6%
WSA
15
Wall Street Associates
California
$4.63M -$290K -17,300 -5%
Northern Trust
16
Northern Trust
Illinois
$4.12M -$32.6K -1,943 -0.7%
RHJA
17
Rice Hall James & Associates
California
$2.27M -$35.4K -2,109 -1%
Principal Financial Group
18
Principal Financial Group
Iowa
$2.19M +$116K +6,936 +5%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$2.04M +$28.5K +1,700 +1%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.97M +$38K +2,266 +2%
SST
21
S Squared Technology
New York
$1.87M
MOACM
22
Mutual of America Capital Management
New York
$1.82M -$2.13M -127,284 -51%
Ameriprise
23
Ameriprise
Minnesota
$1.59M +$164K +9,765 +10%
RIM
24
RS Investment Management
California
$1.51M -$873K -52,093 -34%
TCIM
25
TIAA CREF Investment Management
New York
$1.46M -$45.7K -2,725 -3%

ONTO Hedge Fund Activity: Q3 2014 in Review

94 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Onto Innovation (ONTO) for Q3 2014, worth a combined $318M — down 16% from $379M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ONTO positions and 7 closed out — a net gain of 2 holders — while 34 added to existing stakes and 27 trimmed.

The largest buyer was Franklin Resources, adding an estimated $10.4M. The largest seller was American Century Companies, cutting an estimated $2.89M.

  • 94 institutional investors held Onto Innovation (ONTO) as of Q3 2014, up from 92 in Q2 2014.
  • Funds reported $318M of Onto Innovation stock for Q3 2014, down 16% quarter-over-quarter.
  • 9 funds opened new Onto Innovation positions in Q3 2014 and 7 closed out, a net change of +2 holders.
  • The largest Onto Innovation buyer in Q3 2014 was Franklin Resources, an estimated $10.4M added.
  • The largest Onto Innovation seller in Q3 2014 was American Century Companies, an estimated $2.89M sold.

Based on aggregated 13F filings for Q3 2014.