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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
AllianceBernstein
26
AllianceBernstein
Tennessee
$179M -$50.9M -2,573,620 -22%
Parnassus Investments
27
Parnassus Investments
California
$176M +$17.3M +877,000 +11%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$173M +$2.13M +107,990 +1%
UBS AM
29
UBS AM
Illinois
$171M +$10.5M +529,220 +6%
Franklin Resources
30
Franklin Resources
California
$171M -$5.11M -258,360 -3%
Charles Schwab
31
Charles Schwab
California
$148M +$534K +27,020 +0.4%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$145M -$9.22M -466,580 -6%
Goldman Sachs
33
Goldman Sachs
New York
$144M +$6.99M +353,830 +5%
JP Morgan Chase
34
JP Morgan Chase
New York
$134M -$94M -4,757,640 -41%
MGIM
35
M&G Investment Management
United Kingdom
$133M +$13.9M +705,370 +12%
First Trust Advisors
36
First Trust Advisors
Illinois
$131M +$6.08M +307,450 +5%
Prudential Financial
37
Prudential Financial
New Jersey
$118M +$90.1M +4,561,010 +300%
Swiss National Bank
38
Swiss National Bank
Switzerland
$117M -$3.3M -167,000 -3%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$115M -$14.5M -735,220 -11%
Bessemer Group
40
Bessemer Group
New Jersey
$110M +$13.5M +685,610 +14%
AQR Capital Management
41
AQR Capital Management
Connecticut
$107M +$52.1M +2,637,100 +91%
AAMU
42
Amundi Asset Management US
Massachusetts
$104M +$5.09M +257,490 +5%
PPA
43
Parametric Portfolio Associates
Washington
$102M -$3.5M -177,080 -3%
Swedbank
44
Swedbank
Sweden
$100M -$49.4M -2,500,000 -33%
N
45
Nuveen
North Carolina
$99M -$4.16M -210,500 -4%
CS
46
Credit Suisse
Switzerland
$95.4M -$21.3M -1,076,240 -18%
CVA
47
Ceredex Value Advisors
Florida
$91.6M -$1.54M -78,000 -2%
VanEck Associates
48
VanEck Associates
New York
$85.6M +$15.4M +780,740 +21%
Victory Capital Management
49
Victory Capital Management
Texas
$84M -$89.8M -4,542,380 -51%
Wells Fargo
50
Wells Fargo
California
$79M -$4.67M -236,320 -5%

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.