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754 hedge funds and large institutions have $27B invested in KLA in 2020 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 276 increasing their positions, 285 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 78

1% more funds holding

Funds holding: 749754 (+5)

2% less capital invested

Capital invested by funds: $27.5B → $27B (-$474M)

3% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 285

15% less call options, than puts

Call options by funds: $252M | Put options by funds: $295M

17.95% less ownership

Funds ownership: 917.51%899.57% (-18%)

73% less funds holding in top 10

Funds holding in top 10: 113 (-8)

Holders
754
Holders Change
+5
Holders Change %
+0.67%
% of All Funds
15.21%
Holding in Top 10
3
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-72.73%
% of All Funds
0.06%
New
86
Increased
276
Reduced
285
Closed
78
Calls
$252M
Puts
$295M
Net Calls
-$43.1M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BPM
276
Bowling Portfolio Management
Ohio
$3.29M +$896K +45,340 +36%
William Blair & Company
277
William Blair & Company
Illinois
$3.26M +$2.76M +139,510 +484%
NFG
278
NewFocus Financial Group
Washington
$3.25M +$40.7K +2,060 +1%
JIR
279
James Investment Research
Ohio
$3.25M -$1.45M -73,400 -30%
ZIM
280
Zacks Investment Management
Illinois
$3.21M +$340K +17,200 +12%
HIMCH
281
Hartford Investment Management Co (HIMCO)
Connecticut
$3.18M -$106K -5,350 -3%
SG Americas Securities
282
SG Americas Securities
New York
$3.17M -$1.08M -54,590 -25%
PNC Financial Services Group
283
PNC Financial Services Group
Pennsylvania
$3.14M +$24.1K +1,220 +0.8%
Connor, Clark & Lunn Investment Management (CC&L)
284
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.11M +$2.66M +134,360 +510%
GAG
285
GM Advisory Group
New York
$3.1M
RWP
286
RWA Wealth Partners
Massachusetts
$3.09M +$3.15M +159,450 New
B
287
Bailard
California
$3.06M
QC
288
Quadrature Capital
United Kingdom
$3.05M +$3.11M +157,430 New
BCFS
289
Butensky & Cohen Financial Security
Florida
$3.03M +$25.5K +1,290 +0.8%
Cambridge Investment Research Advisors
290
Cambridge Investment Research Advisors
Iowa
$2.95M +$174K +8,790 +6%
NSEDCP
291
NJ State Employees Deferred Compensation Plan
New Jersey
$2.91M
CII
292
Capital International Inc
California
$2.9M -$116K -5,860 -4%
Creative Planning
293
Creative Planning
Kansas
$2.9M -$428K -21,650 -13%
FAM
294
Fred Alger Management
New York
$2.87M -$24.3K -1,230 -0.8%
M&T Bank
295
M&T Bank
New York
$2.82M -$48K -2,430 -2%
Janney Montgomery Scott
296
Janney Montgomery Scott
Pennsylvania
$2.82M -$5.08M -256,850 -64%
SFS
297
Strategic Financial Services
New York
$2.8M -$128K -6,470 -4%
SAM
298
Securian Asset Management
Minnesota
$2.79M -$38.9K -1,970 -1%
COPPSERS
299
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.79M +$1.09M +55,380 +62%
NB
300
Norinchukin Bank
Japan
$2.75M +$7.11K +360 +0.3%

KLAC Hedge Fund Activity: Q3 2020 in Review

754 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q3 2020, worth a combined $27B — down 1.7% from $27.5B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new KLAC positions and 78 closed out — a net gain of 8 holders — while 276 added to existing stakes and 285 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $282M. The largest seller was Wellington Management Group, cutting an estimated $528M.

  • 754 institutional investors held KLA (KLAC) as of Q3 2020, up from 749 in Q2 2020.
  • Funds reported $27B of KLA stock for Q3 2020, down 1.7% quarter-over-quarter.
  • 86 funds opened new KLA positions in Q3 2020 and 78 closed out, a net change of +8 holders.
  • The largest KLA buyer in Q3 2020 was Fidelity Investments, an estimated $282M added.
  • The largest KLA seller in Q3 2020 was Wellington Management Group, an estimated $528M sold.

Based on aggregated 13F filings for Q3 2020.