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
KeyBank National Association
401
KeyBank National Association
Ohio
$1.12M -$213K -10,780 -16%
LCM
402
Leisure Capital Management
California
$1.12M -$29.6K -1,500 -3%
KWM
403
Kingsview Wealth Management
Oregon
$1.11M +$157K +7,950 +16%
PI
404
PEAK6 Investments
Illinois
$1.09M -$1.04M -52,830 -48%
OAM
405
Optimal Asset Management
California
$1.08M -$41.9K -2,120 -4%
EAM
406
Eagle Asset Management
Florida
$1.06M -$14K -710 -1%
AC
407
Athanor Capital
New York
$1.06M +$1.08M +54,700 New
LP
408
LMR Partners
United Kingdom
$1.06M -$6.99M -353,780 -87%
OPPTF
409
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.05M -$32K -1,620 -3%
MML Investors Services
410
MML Investors Services
Massachusetts
$1.05M +$140K +7,080 +15%
AR
411
Advisory Research
Illinois
$1.04M -$164K -8,300 -13%
EAMA
412
EFG Asset Management (Americas)
Florida
$1.04M +$1.06M +53,660 New
AIP
413
Ameritas Investment Partners
Nebraska
$1.04M -$58.7K -2,970 -5%
FBFS
414
First Business Financial Services
Wisconsin
$1.04M +$10.7K +540 +1%
SFS
415
Sowell Financial Services
Arkansas
$1.03M -$132K -6,700 -11%
THWM
416
Taylor Hoffman Wealth Management
Virginia
$1.03M -$637K -32,250 -38%
NIP
417
Nicholas Investment Partners
California
$1M +$500K +25,280 +96%
HI
418
Horizon Investments
North Carolina
$997K +$397K +20,090 +64%
CNBT
419
Cornerstone National Bank & Trust
Illinois
$994K -$200M -10,127,760 -99%
NFG
420
Nations Financial Group
Iowa
$985K +$666K +33,700 +197%
CI
421
Cigna Investments
Connecticut
$983K -$153K -7,730 -13%
WCA
422
Westover Capital Advisors
Delaware
$982K +$29.2K +1,480 +3%
IRF
423
IBM Retirement Fund
New York
$978K +$280K +14,170 +39%
RJT
424
Raymond James Trust
Florida
$955K -$42.7K -2,160 -4%
SC
425
Sepio Capital
Utah
$950K +$969K +49,030 New

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.