We are live on ! Find out more

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
UFF
351
USA Financial Formulas
Michigan
$1.88M +$1.91M +96,790 New
LSA
352
L & S Advisors
California
$1.86M +$55.9K +2,830 +3%
IP
353
Intellectus Partners
California
$1.81M -$102K -5,150 -5%
Northwestern Mutual Wealth Management
354
Northwestern Mutual Wealth Management
Wisconsin
$1.81M +$501K +25,360 +37%
PAMG
355
Patton Albertson Miller Group
Tennessee
$1.8M +$904K +45,750 +97%
KRS
356
Kentucky Retirement Systems
Kentucky
$1.76M +$89.5K +4,530 +5%
DIA
357
Dana Investment Advisors
Wisconsin
$1.75M -$1.45M -73,320 -45%
NEI
358
Northwest & Ethical Investments
Ontario, Canada
$1.72M +$1.75M +88,600 New
CA
359
Cullinan Associates
Kentucky
$1.71M +$336K +17,000 +24%
HighTower Advisors
360
HighTower Advisors
Illinois
$1.68M -$553K -28,000 -24%
SIM
361
Sentry Investment Management
Wisconsin
$1.67M
NMIMC
362
Northwestern Mutual Investment Management Company
Wisconsin
$1.66M
NA
363
NewEdge Advisors
Louisiana
$1.63M +$42.5K +2,150 +3%
SSCM
364
Summit Street Capital Management
New York
$1.61M -$1.56M -79,110 -49%
Wealthfront Advisers
365
Wealthfront Advisers
California
$1.6M -$40.7K -2,060 -2%
BBNA
366
Bremer Bank National Association
Minnesota
$1.59M -$430K -21,740 -21%
Grantham, Mayo, Van Otterloo & Co (GMO)
367
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.58M -$551K -27,860 -25%
BCI
368
Brinker Capital Investments
Pennsylvania
$1.58M +$1.61M +81,700 New
LHC
369
Little House Capital
Massachusetts
$1.56M +$19.6K +990 +1%
ERSOT
370
Employees Retirement System of Texas
Texas
$1.55M
LSERS
371
Louisiana State Employees Retirement System
Louisiana
$1.53M +$237K +12,000 +18%
VIA
372
Vident Investment Advisory
Georgia
$1.52M +$302K +15,260 +24%
FMBTD
373
First Midwest Bank Trust Division
Illinois
$1.49M +$1.78K +90 +0.1%
Thrivent Financial for Lutherans
374
Thrivent Financial for Lutherans
Minnesota
$1.47M -$85.6M -4,330,260 -98%
LBC
375
Lowe Brockenbrough & Co
Virginia
$1.47M -$26.7K -1,350 -2%

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.