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975 hedge funds and large institutions have $43.7B invested in KLA in 2021 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 363 increasing their positions, 368 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 59

3% more funds holding

Funds holding: 948975 (+27)

2% more capital invested

Capital invested by funds: $42.8B → $43.7B (+$937M)

1% less repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 368

1.84% less ownership

Funds ownership: 870.36%868.52% (-1.8%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

24% less call options, than puts

Call options by funds: $502M | Put options by funds: $659M

Holders
975
Holders Change
+27
Holders Change %
+2.85%
% of All Funds
17.07%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.25%
New
95
Increased
363
Reduced
368
Closed
59
Calls
$502M
Puts
$659M
Net Calls
-$157M
Net Calls Change
-$57.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
276
Daiwa Securities Group
Japan
$6.11M -$425K -12,720 -7%
MGWM
277
Marks Group Wealth Management
Minnesota
$6.03M -$29K -870 -0.5%
MMA
278
Miracle Mile Advisors
California
$6.02M +$3.4M +101,940 +130%
Mackenzie Financial
279
Mackenzie Financial
Ontario, Canada
$5.97M +$1.11M +33,310 +23%
William Blair & Company
280
William Blair & Company
Illinois
$5.92M +$339K +10,160 +6%
MAM
281
Morse Asset Management
Connecticut
$5.92M +$95.1K +2,850 +2%
SIMG
282
Stephens Investment Management Group
Texas
$5.91M -$5.01K -150 -0.1%
AA
283
Apriem Advisors
California
$5.88M -$226K -6,760 -4%
LSERS
284
Louisiana State Employees Retirement System
Louisiana
$5.82M -$33.4K -1,000 -0.6%
TIP
285
Torray Investment Partners
Maryland
$5.79M +$69.4K +2,080 +1%
PA
286
Pinnacle Associates
New York
$5.79M +$51.7K +1,550 +0.9%
FA
287
Faithward Advisors
Pennsylvania
$5.78M -$289K -8,650 -5%
HIC
288
Harbor Island Capital
Massachusetts
$5.76M
UBV
289
United Bank (Virginia)
Virginia
$5.76M
TRCT
290
Tower Research Capital (TRC)
New York
$5.67M +$2.6M +77,920 +85%
Janney Montgomery Scott
291
Janney Montgomery Scott
Pennsylvania
$5.67M +$160K +4,790 +3%
CFB
292
Cullen/Frost Bankers
Texas
$5.63M +$249K +7,460 +5%
BPM
293
Bowling Portfolio Management
Ohio
$5.62M -$9.01K -270 -0.2%
IMRF
294
Illinois Municipal Retirement Fund
Illinois
$5.62M
KIA
295
KCM Investment Advisors
California
$5.58M +$300K +9,000 +6%
LI
296
Lafayette Investments
Maryland
$5.47M +$212K +6,360 +4%
GWM
297
Geneos Wealth Management
Colorado
$5.45M +$462K +13,830 +9%
Commonwealth Equity Services
298
Commonwealth Equity Services
Massachusetts
$5.44M +$742K +22,230 +16%
RJFSA
299
Raymond James Financial Services Advisors
Florida
$5.42M +$363K +10,860 +7%
M&T Bank
300
M&T Bank
New York
$5.38M -$48.4K -1,450 -0.9%

KLAC Hedge Fund Activity: Q3 2021 in Review

975 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q3 2021, worth a combined $43.7B — up 2.2% from $42.8B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new KLAC positions and 59 closed out — a net gain of 36 holders — while 363 added to existing stakes and 368 trimmed.

The largest buyer was Holocene Advisors, opening a new position worth an estimated $171M. The largest seller was T. Rowe Price Associates, cutting an estimated $219M.

  • 975 institutional investors held KLA (KLAC) as of Q3 2021, up from 948 in Q2 2021.
  • Funds reported $43.7B of KLA stock for Q3 2021, up 2.2% quarter-over-quarter.
  • 95 funds opened new KLA positions in Q3 2021 and 59 closed out, a net change of +36 holders.
  • The largest KLA buyer in Q3 2021 was Holocene Advisors, an estimated $171M added.
  • The largest KLA seller in Q3 2021 was T. Rowe Price Associates, an estimated $219M sold.

Based on aggregated 13F filings for Q3 2021.