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1,118 hedge funds and large institutions have $55.9B invested in KLA in 2021 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 404 increasing their positions, 346 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more first-time investments, than exits

New positions opened: 215 | Existing positions closed: 57

193% more funds holding in top 10

Funds holding in top 10: 1441 (+27)

28% more capital invested

Capital invested by funds: $43.7B → $55.9B (+$12.2B)

17% more repeat investments, than reductions

Existing positions increased: 404 | Existing positions reduced: 346

15% more funds holding

Funds holding: 9751,118 (+143)

5.88% more ownership

Funds ownership: 868.52%874.4% (+5.9%)

11% less call options, than puts

Call options by funds: $544M | Put options by funds: $611M

Holders
1,118
Holders Change
+143
Holders Change %
+14.67%
% of All Funds
17.21%
Holding in Top 10
41
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+192.86%
% of All Funds
0.63%
New
215
Increased
404
Reduced
346
Closed
57
Calls
$544M
Puts
$611M
Net Calls
-$66.5M
Net Calls Change
+$90.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
351
Creative Planning
Kansas
$5.95M +$262K +6,780 +5%
BHB
352
Bank Hapoalim BM
Israel
$5.91M +$111K +2,880 +2%
SCM
353
Shelton Capital Management
Colorado
$5.9M +$77.6K +2,010 +1%
GH
354
GAM Holding
Switzerland
$5.83M +$1.3M +33,610 +33%
AI
355
Atria Investments
North Carolina
$5.81M +$134K +3,480 +3%
PAMG
356
Patton Albertson Miller Group
Tennessee
$5.69M -$57.5K -1,490 -1%
BHWA
357
Beacon Harbor Wealth Advisors
Virginia
$5.66M +$76.4K +1,980 +2%
BMSSC
358
B. Metzler seel. Sohn & Co
Germany
$5.6M -$190K -4,920 -4%
SAM
359
Securian Asset Management
Minnesota
$5.59M -$77.2K -2,000 -2%
CG
360
Colony Group
Massachusetts
$5.54M -$107K -2,780 -2%
SLG
361
Stanley-Laman Group
Pennsylvania
$5.49M -$170K -4,400 -3%
BIMC
362
Benson Investment Management Company
Virginia
$5.48M
BWA
363
BDO Wealth Advisors
Florida
$5.45M +$19.7K +510 +0.4%
AC
364
Allstate Corporation
Illinois
$5.42M +$4.2M +108,870 +631%
Cambridge Investment Research Advisors
365
Cambridge Investment Research Advisors
Iowa
$5.33M +$543K +14,060 +13%
AT
366
American Trust
Kentucky
$5.3M +$4.75M +123,140 New
B
367
Bensler
Washington
$5.27M +$4.73M +122,580 New
DILIC
368
Dai-ichi Life Insurance Company
Japan
$5.26M
CM
369
Crestline Management
Texas
$5.17M +$449K +11,630 +11%
CTC
370
Central Trust Company
Missouri
$5.12M +$84.5K +2,190 +2%
NA
371
Navellier & Associates
Nevada
$5.01M -$50.9K -1,320 -1%
EMPI
372
Elo Mutual Pension Insurance
Finland
$5.01M +$405K +10,490 +10%
FFG
373
Fortem Financial Group
California
$5M -$3.86K -100 -0.1%
MSRPS
374
Maryland State Retirement & Pension System
Maryland
$4.99M
DWA
375
Dorsey Wright & Associates
California
$4.94M +$54K +1,400 +1%

KLAC Hedge Fund Activity: Q4 2021 in Review

1,118 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q4 2021, worth a combined $55.9B — up 28% from $43.7B a quarter earlier.

Buyers outnumbered sellers: 215 funds opened new KLAC positions and 57 closed out — a net gain of 158 holders — while 404 added to existing stakes and 346 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $540M. The largest seller was Vanguard Group, cutting an estimated $847M.

  • 1,118 institutional investors held KLA (KLAC) as of Q4 2021, up from 975 in Q3 2021.
  • Funds reported $55.9B of KLA stock for Q4 2021, up 28% quarter-over-quarter.
  • 215 funds opened new KLA positions in Q4 2021 and 57 closed out, a net change of +158 holders.
  • The largest KLA buyer in Q4 2021 was T. Rowe Price Associates, an estimated $540M added.
  • The largest KLA seller in Q4 2021 was Vanguard Group, an estimated $847M sold.

Based on aggregated 13F filings for Q4 2021.