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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
NA
376
NewEdge Advisors
Louisiana
$4.87M +$756K +19,600 +21%
SG
377
Swarthmore Group
Pennsylvania
$4.84M +$4.34M +112,560 New
BCFS
378
Butensky & Cohen Financial Security
Florida
$4.8M -$267K -6,920 -6%
DZ Bank
379
DZ Bank
Germany
$4.79M +$512K +13,270 +13%
GAG
380
GM Advisory Group
New York
$4.79M -$57.9K -1,500 -1%
EB
381
Eastern Bank
Massachusetts
$4.77M -$25.1K -650 -0.6%
CA
382
Cullinan Associates
Kentucky
$4.72M -$637K -16,500 -13%
AAM
383
Arabesque Asset Management
United Kingdom
$4.7M +$1.8M +46,600 +74%
GC
384
GFG Capital
Florida
$4.69M -$1.11M -28,760 -21%
GDP
385
Great Diamond Partners
Maine
$4.68M -$154K -4,000 -4%
GIA
386
GHP Investment Advisors
Colorado
$4.68M +$837K +21,700 +25%
TPCW
387
TD Private Client Wealth
New York
$4.61M -$321K -8,320 -7%
USCWA
388
U.S. Capital Wealth Advisors
Texas
$4.48M -$69.5K -1,800 -2%
KCM
389
Kendall Capital Management
Maryland
$4.46M -$179K -4,650 -4%
SFS
390
Strategic Financial Services
New York
$4.42M -$368K -9,540 -8%
SBH
391
Segall Bryant & Hamill
Illinois
$4.4M +$25.1K +650 +0.6%
TF
392
Threadgill Financial
Texas
$4.39M +$2.61M +67,750 +194%
GAM
393
Gotham Asset Management
New York
$4.36M +$487K +12,620 +14%
GI
394
GAMCO Investors
Connecticut
$4.34M -$110K -2,860 -3%
Group One Trading
395
Group One Trading
Illinois
$4.34M +$3.89M +100,860 New
PAG
396
Private Advisor Group
New Jersey
$4.32M -$966K -25,040 -20%
JA
397
JLB & Associates
Michigan
$4.27M +$1.49M +38,570 +64%
JWCA
398
J.W. Coons Advisors
Ohio
$4.18M -$38.6K -1,000 -1%
QT
399
Quantbot Technologies
New York
$4.18M +$2.42M +62,780 +183%
SMDAM
400
Sumitomo Mitsui DS Asset Management
Japan
$4.18M +$3.47K +90 +0.1%

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.