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910 hedge funds and large institutions have $44.4B invested in KLA in 2021 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 315 increasing their positions, 332 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more funds holding in top 10

Funds holding in top 10: 1127 (+16)

92% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 73

25% more capital invested

Capital invested by funds: $35.6B → $44.4B (+$8.8B)

7% more funds holding

Funds holding: 848910 (+62)

5% less repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 332

1.26% less ownership

Funds ownership: 882.78%881.52% (-1.3%)

37% less call options, than puts

Call options by funds: $258M | Put options by funds: $407M

Holders
910
Holders Change
+62
Holders Change %
+7.31%
% of All Funds
15.98%
Holding in Top 10
27
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+145.45%
% of All Funds
0.47%
New
140
Increased
315
Reduced
332
Closed
73
Calls
$258M
Puts
$407M
Net Calls
-$149M
Net Calls Change
-$82M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
26
Capital Research Global Investors
California
$287M +$262M +8,690,180 New
N
27
Nuveen
North Carolina
$285M +$29.4M +974,730 +13%
Franklin Resources
28
Franklin Resources
California
$283M -$1.79M -59,460 -0.7%
Parnassus Investments
29
Parnassus Investments
California
$275M -$19.5M -647,400 -7%
EIP
30
Epoch Investment Partners
New York
$253M -$44.4M -1,474,630 -16%
Charles Schwab
31
Charles Schwab
California
$242M -$8.35M -276,980 -4%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$237M -$74.4K -2,470 -0%
CVA
33
Ceredex Value Advisors
Florida
$237M +$52.2M +1,732,910 +32%
Morgan Stanley
34
Morgan Stanley
New York
$224M -$11.2M -372,770 -5%
Bessemer Group
35
Bessemer Group
New Jersey
$201M +$11.4M +378,070 +7%
Swiss National Bank
36
Swiss National Bank
Switzerland
$197M +$2.77M +92,000 +2%
VanEck Associates
37
VanEck Associates
New York
$195M +$31M +1,027,430 +21%
PPA
38
Parametric Portfolio Associates
Washington
$188M +$8.17M +271,250 +5%
First Trust Advisors
39
First Trust Advisors
Illinois
$185M +$12.3M +409,580 +8%
UBS Group
40
UBS Group
Switzerland
$185M +$66.5M +2,205,790 +65%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$183M -$72M -2,390,930 -30%
AAMU
42
Amundi Asset Management US
Massachusetts
$174M -$590K -19,570 -0.4%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$167M -$4.01M -132,930 -3%
AQR Capital Management
44
AQR Capital Management
Connecticut
$165M +$9.09M +301,530 +6%
AllianceBernstein
45
AllianceBernstein
Tennessee
$164M -$59.5M -1,975,460 -28%
Prudential Financial
46
Prudential Financial
New Jersey
$163M -$15.2M -504,130 -9%
Citigroup
47
Citigroup
New York
$145M +$64M +2,124,520 +94%
Rafferty Asset Management
48
Rafferty Asset Management
New York
$144M +$63.5M +2,108,990 +94%
CS
49
Credit Suisse
Switzerland
$140M -$7.57M -251,150 -6%
Deutsche Bank
50
Deutsche Bank
Germany
$136M +$31.2M +1,035,500 +34%

KLAC Hedge Fund Activity: Q1 2021 in Review

910 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2021, worth a combined $44.4B — up 25% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new KLAC positions and 73 closed out — a net gain of 67 holders — while 315 added to existing stakes and 332 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $262M. The largest seller was Vanguard Group, cutting an estimated $902M.

  • 910 institutional investors held KLA (KLAC) as of Q1 2021, up from 848 in Q4 2020.
  • Funds reported $44.4B of KLA stock for Q1 2021, up 25% quarter-over-quarter.
  • 140 funds opened new KLA positions in Q1 2021 and 73 closed out, a net change of +67 holders.
  • The largest KLA buyer in Q1 2021 was Capital Research Global Investors, an estimated $262M added.
  • The largest KLA seller in Q1 2021 was Vanguard Group, an estimated $902M sold.

Based on aggregated 13F filings for Q1 2021.