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749 hedge funds and large institutions have $27.5B invested in KLA in 2020 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 230 increasing their positions, 300 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 63

35% more capital invested

Capital invested by funds: $20.3B → $27.5B (+$7.14B)

14.08% more ownership

Funds ownership: 903.43%917.51% (+14%)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

7% more funds holding

Funds holding: 702749 (+47)

6% less call options, than puts

Call options by funds: $175M | Put options by funds: $187M

23% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 300

Holders
749
Holders Change
+47
Holders Change %
+6.7%
% of All Funds
15.36%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.23%
New
115
Increased
230
Reduced
300
Closed
63
Calls
$175M
Puts
$187M
Net Calls
-$12M
Net Calls Change
+$3.43M
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
401
Fulcrum Asset Management
United Kingdom
$1.01M +$828K +48,450 New
DCM
402
Dean Capital Management
Kansas
$1.01M +$96.2K +5,630 +12%
RJT
403
Raymond James Trust
Florida
$1M +$107K +6,260 +14%
FLPIM
404
F.L. Putnam Investment Management
Massachusetts
$966K +$217K +12,720 +34%
KWM
405
Kingsview Wealth Management
Oregon
$964K +$367K +21,470 +76%
WCA
406
Westover Capital Advisors
Delaware
$957K +$402K +23,500 +91%
KWA
407
KCS Wealth Advisory
California
$948K -$4.96K -290 -0.6%
RWA
408
Ropes Wealth Advisors
Massachusetts
$931K +$73.5K +4,300 +10%
Kovitz Investment Group Partners
409
Kovitz Investment Group Partners
Illinois
$929K -$481K -28,110 -37%
CM
410
Castleark Management
Illinois
$926K +$255K +14,900 +46%
AP
411
Advisor Partners
California
$924K +$855 +50 +0.1%
MML Investors Services
412
MML Investors Services
Massachusetts
$918K +$93.9K +5,490 +13%
PAMG
413
Patton Albertson Miller Group
Tennessee
$916K -$37.6K -2,200 -4%
WAM
414
World Asset Management
Michigan
$911K -$435K -25,450 -35%
AIL
415
AGF Investments LLC
Ontario, Canada
$911K -$42.2K -2,470 -5%
SA
416
Shilanski & Associates
Alaska
$904K +$794K +46,470 New
BOS
417
Bank of Stockton
California
$881K +$775K +45,320 New
Luther King Capital Management (LKCM)
418
Luther King Capital Management (LKCM)
Texas
$875K
HMS
419
Hanseatic Management Services
New Mexico
$871K -$301K -17,630 -28%
JSC
420
Jackson Square Capital
California
$871K +$427K +24,960 +126%
BRWA
421
B. Riley Wealth Advisors
Florida
$866K +$17.3K +1,010 +2%
IFS
422
Ifrah Financial Services
Arkansas
$825K -$28.4K -1,660 -4%
LI
423
Lafayette Investments
Maryland
$812K +$714K +41,740 New
TW
424
TrinityPoint Wealth
Connecticut
$809K -$96.1K -5,620 -12%
HIC
425
Holderness Investments Company
North Carolina
$803K

KLAC Hedge Fund Activity: Q2 2020 in Review

749 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q2 2020, worth a combined $27.5B — up 35% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new KLAC positions and 63 closed out — a net gain of 52 holders — while 230 added to existing stakes and 300 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $192M. The largest seller was Victory Capital Management, cutting an estimated $144M.

  • 749 institutional investors held KLA (KLAC) as of Q2 2020, up from 702 in Q1 2020.
  • Funds reported $27.5B of KLA stock for Q2 2020, up 35% quarter-over-quarter.
  • 115 funds opened new KLA positions in Q2 2020 and 63 closed out, a net change of +52 holders.
  • The largest KLA buyer in Q2 2020 was Wellington Management Group, an estimated $192M added.
  • The largest KLA seller in Q2 2020 was Victory Capital Management, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2020.