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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
Franklin Resources
26
Franklin Resources
California
$187M +$5.41M +316,210 +4%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$181M -$5.7M -333,470 -3%
Victory Capital Management
28
Victory Capital Management
Texas
$173M -$144M -8,414,960 -49%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$172M -$4.75M -277,950 -3%
UBS AM
30
UBS AM
Illinois
$162M -$16.2M -944,770 -10%
Parnassus Investments
31
Parnassus Investments
California
$160M +$14.5M +845,840 +11%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$153M -$1.46M -85,330 -1%
Swedbank
33
Swedbank
Sweden
$149M -$8.55M -500,000 -6%
Charles Schwab
34
Charles Schwab
California
$148M -$99.6M -5,828,240 -43%
Nordea Investment Management
35
Nordea Investment Management
Sweden
$145M +$64.2M +3,757,780 +101%
Goldman Sachs
36
Goldman Sachs
New York
$138M +$6.65M +388,890 +6%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$130M -$62.9M -3,676,560 -36%
First Trust Advisors
38
First Trust Advisors
Illinois
$126M -$37.7M -2,202,520 -25%
Swiss National Bank
39
Swiss National Bank
Switzerland
$121M +$1.33M +78,000 +1%
MGIM
40
M&G Investment Management
United Kingdom
$119M +$49.2M +2,875,860 +88%
CS
41
Credit Suisse
Switzerland
$117M +$12.8M +749,990 +14%
PPA
42
Parametric Portfolio Associates
Washington
$106M +$8.32M +486,930 +10%
N
43
Nuveen
North Carolina
$103M -$6.95M -406,470 -7%
CI
44
Clal Insurance
Israel
$101M -$53.3M -3,117,220 -38%
AAMU
45
Amundi Asset Management US
Massachusetts
$99.5M +$9.1M +532,580 +12%
Bessemer Group
46
Bessemer Group
New Jersey
$97.4M +$1.94M +113,650 +2%
CVA
47
Ceredex Value Advisors
Florida
$93.5M -$38.5M -2,252,500 -32%
Arrowstreet Capital
48
Arrowstreet Capital
Massachusetts
$89.1M +$63M +3,682,570 +409%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$85.7M +$871K +50,940 +1%
Wells Fargo
50
Wells Fargo
California
$83.9M -$5.01M -293,190 -6%

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.