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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
KWM
451
Keebeck Wealth Management
Illinois
$657K +$167K +9,750 +40%
Walleye Trading
452
Walleye Trading
New York
$656K -$2.1M -122,710 -78%
GCM
453
Glaxis Capital Management
Florida
$651K +$572K +33,450 New
WS
454
Wedbush Securities
California
$638K +$2.39K +140 +0.4%
SRC
455
Shufro Rose & Co
New York
$637K
PRC
456
Pearl River Capital
Michigan
$626K +$551K +32,210 New
IMRF
457
Illinois Municipal Retirement Fund
Illinois
$625K -$718K -41,990 -57%
SP
458
Symmetry Partners
Connecticut
$621K +$2.05K +120 +0.4%
MERSOM
459
Municipal Employees' Retirement System of Michigan
Michigan
$617K +$150K +8,800 +38%
HI
460
Horizon Investments
North Carolina
$614K +$540K +31,560 New
MWM
461
MinichMacGregor Wealth Management
New York
$613K +$539K +31,540 New
BCV
462
Banque Cantonale Vaudoise
Switzerland
$601K -$1.86M -109,000 -78%
TCM
463
Teza Capital Management
Illinois
$601K +$529K +30,920 New
JWS
464
Juncture Wealth Strategies
Arizona
$599K +$247K +14,450 +88%
CAM
465
Cresset Asset Management
Illinois
$599K +$526K +30,790 New
VI
466
Versor Investments
New York
$595K +$188K +10,970 +56%
EA
467
Emerald Advisers
Pennsylvania
$595K +$523K +30,620 New
BS
468
Bessemer Securities
New York
$594K
MFG
469
Magnus Financial Group
New York
$589K -$55.9K -3,270 -10%
IFG
470
Independent Financial Group
California
$588K
SFM
471
Systematic Financial Management
New Jersey
$586K -$395K -23,110 -43%
Lazard Asset Management
472
Lazard Asset Management
New York
$584K -$13.8K -810 -3%
OC
473
Oppenheimer & Co
New York
$581K +$23.2K +1,360 +5%
BA
474
Bristlecone Advisors
Washington
$578K -$38.8K -2,270 -7%
UAS
475
United Asset Strategies
New York
$566K -$15.2K -890 -3%

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.