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749 hedge funds and large institutions have $27.5B invested in KLA in 2020 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 230 increasing their positions, 300 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 63

35% more capital invested

Capital invested by funds: $20.3B → $27.5B (+$7.14B)

14.08% more ownership

Funds ownership: 903.43%917.51% (+14%)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

7% more funds holding

Funds holding: 702749 (+47)

6% less call options, than puts

Call options by funds: $175M | Put options by funds: $187M

23% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 300

Holders
749
Holders Change
+47
Holders Change %
+6.7%
% of All Funds
15.36%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.23%
New
115
Increased
230
Reduced
300
Closed
63
Calls
$175M
Puts
$187M
Net Calls
-$12M
Net Calls Change
+$3.43M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
251
Morse Asset Management
Connecticut
$3.37M -$26K -1,520 -0.9%
CG
252
Colony Group
Massachusetts
$3.37M -$138K -8,060 -4%
HIC
253
Harbor Island Capital
Massachusetts
$3.35M
Creative Planning
254
Creative Planning
Kansas
$3.33M -$239K -13,970 -8%
UBV
255
United Bank (Virginia)
Virginia
$3.32M -$540K -31,570 -16%
HIMCH
256
Hartford Investment Management Co (HIMCO)
Connecticut
$3.29M -$61.9K -3,620 -2%
GC
257
Grimes & Company
Massachusetts
$3.24M -$343K -20,040 -11%
NFG
258
NewFocus Financial Group
Washington
$3.23M +$28K +1,640 +1%
Man Group
259
Man Group
United Kingdom
$3.2M +$2.12M +123,990 +306%
DIA
260
Dana Investment Advisors
Wisconsin
$3.18M +$49.9K +2,920 +2%
SSCM
261
Summit Street Capital Management
New York
$3.15M -$239K -14,000 -8%
PNC Financial Services Group
262
PNC Financial Services Group
Pennsylvania
$3.13M +$160K +9,380 +6%
GAG
263
GM Advisory Group
New York
$3.11M -$96.8K -5,660 -3%
B
264
BP
United Kingdom
$3.11M
B
265
Bailard
California
$3.08M
CII
266
Capital International Inc
California
$3.03M +$2.21M +129,250 +489%
BCFS
267
Butensky & Cohen Financial Security
Florida
$3.02M +$2.65M +155,020 New
SFS
268
Strategic Financial Services
New York
$2.94M -$748K -43,750 -22%
NSEDCP
269
NJ State Employees Deferred Compensation Plan
New Jersey
$2.92M
Public Sector Pension Investment Board (PSP Investments)
270
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.9M -$137K -8,000 -5%
FAM
271
Fred Alger Management
New York
$2.9M -$3.1M -181,200 -55%
CGH
272
Crossmark Global Holdings
Texas
$2.88M -$14.9K -870 -0.6%
ZIM
273
Zacks Investment Management
Illinois
$2.88M -$486K -28,430 -16%
M&T Bank
274
M&T Bank
New York
$2.88M -$59.7K -3,490 -2%
SAM
275
Securian Asset Management
Minnesota
$2.84M -$202K -11,810 -7%

KLAC Hedge Fund Activity: Q2 2020 in Review

749 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q2 2020, worth a combined $27.5B — up 35% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new KLAC positions and 63 closed out — a net gain of 52 holders — while 230 added to existing stakes and 300 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $192M. The largest seller was Victory Capital Management, cutting an estimated $144M.

  • 749 institutional investors held KLA (KLAC) as of Q2 2020, up from 702 in Q1 2020.
  • Funds reported $27.5B of KLA stock for Q2 2020, up 35% quarter-over-quarter.
  • 115 funds opened new KLA positions in Q2 2020 and 63 closed out, a net change of +52 holders.
  • The largest KLA buyer in Q2 2020 was Wellington Management Group, an estimated $192M added.
  • The largest KLA seller in Q2 2020 was Victory Capital Management, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2020.