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1,118 hedge funds and large institutions have $55.9B invested in KLA in 2021 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 404 increasing their positions, 346 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more first-time investments, than exits

New positions opened: 215 | Existing positions closed: 57

193% more funds holding in top 10

Funds holding in top 10: 1441 (+27)

28% more capital invested

Capital invested by funds: $43.7B → $55.9B (+$12.2B)

17% more repeat investments, than reductions

Existing positions increased: 404 | Existing positions reduced: 346

15% more funds holding

Funds holding: 9751,118 (+143)

5.88% more ownership

Funds ownership: 868.52%874.4% (+5.9%)

11% less call options, than puts

Call options by funds: $544M | Put options by funds: $611M

Holders
1,118
Holders Change
+143
Holders Change %
+14.67%
% of All Funds
17.21%
Holding in Top 10
41
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+192.86%
% of All Funds
0.63%
New
215
Increased
404
Reduced
346
Closed
57
Calls
$544M
Puts
$611M
Net Calls
-$66.5M
Net Calls Change
+$90.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$402M -$52.4M -1,357,310 -13%
CWM
27
C2C Wealth Management
Arizona
$401M +$360M +9,334,560 New
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$395M -$4.53M -117,370 -1%
Boston Partners
29
Boston Partners
Massachusetts
$354M -$36.2M -938,150 -10%
Capital Research Global Investors
30
Capital Research Global Investors
California
$349M -$21.7M -562,540 -6%
Barclays
31
Barclays
United Kingdom
$343M +$88.1M +2,281,820 +40%
Charles Schwab
32
Charles Schwab
California
$319M +$4.49M +116,250 +2%
AllianceBernstein
33
AllianceBernstein
Tennessee
$317M +$86.8M +2,247,910 +44%
CI
34
Clal Insurance
Israel
$274M +$15.4M +400,000 +7%
PPA
35
Parametric Portfolio Associates
Washington
$253M +$5.95M +154,130 +3%
1832 Asset Management
36
1832 Asset Management
Ontario, Canada
$252M +$225M +5,832,190 +53,952%
Swiss National Bank
37
Swiss National Bank
Switzerland
$250M -$9.84M -255,000 -4%
MIHAS
38
Maj Invest Holding A/S
Denmark
$242M +$217M +5,621,590 New
Parnassus Investments
39
Parnassus Investments
California
$241M -$44.8M -1,159,570 -17%
Citadel Advisors
40
Citadel Advisors
Florida
$228M +$26M +673,910 +15%
Swedbank
41
Swedbank
Sweden
$222M +$836K +21,660 +0.4%
EIP
42
Epoch Investment Partners
New York
$220M -$13.2M -342,490 -6%
Citigroup
43
Citigroup
New York
$206M -$3.04M -78,890 -2%
Amundi
44
Amundi
France
$203M -$52.2M -1,352,700 -22%
Holocene Advisors
45
Holocene Advisors
New York
$200M -$19.1M -495,040 -10%
Franklin Resources
46
Franklin Resources
California
$198M +$29.5M +763,280 +20%
TD Asset Management
47
TD Asset Management
Ontario, Canada
$196M +$37.9M +982,510 +27%
Rafferty Asset Management
48
Rafferty Asset Management
New York
$194M +$45.6M +1,181,740 +35%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$188M -$5.97M -154,600 -3%
Lord, Abbett & Co
50
Lord, Abbett & Co
New Jersey
$188M +$9.39M +243,410 +6%

KLAC Hedge Fund Activity: Q4 2021 in Review

1,118 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q4 2021, worth a combined $55.9B — up 28% from $43.7B a quarter earlier.

Buyers outnumbered sellers: 215 funds opened new KLAC positions and 57 closed out — a net gain of 158 holders — while 404 added to existing stakes and 346 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $540M. The largest seller was Vanguard Group, cutting an estimated $847M.

  • 1,118 institutional investors held KLA (KLAC) as of Q4 2021, up from 975 in Q3 2021.
  • Funds reported $55.9B of KLA stock for Q4 2021, up 28% quarter-over-quarter.
  • 215 funds opened new KLA positions in Q4 2021 and 57 closed out, a net change of +158 holders.
  • The largest KLA buyer in Q4 2021 was T. Rowe Price Associates, an estimated $540M added.
  • The largest KLA seller in Q4 2021 was Vanguard Group, an estimated $847M sold.

Based on aggregated 13F filings for Q4 2021.