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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
KWM
476
Keebeck Wealth Management
Illinois
$643K -$12.1K -610 -2%
SRC
477
Shufro Rose & Co
New York
$629K -$4.94K -250 -0.8%
CAM
478
Cresset Asset Management
Illinois
$613K +$16.4K +830 +3%
RWA
479
Ropes Wealth Advisors
Massachusetts
$609K -$325K -16,450 -34%
CAM
480
Cypress Asset Management
Texas
$605K -$692K -35,040 -53%
D.E. Shaw & Co
481
D.E. Shaw & Co
New York
$599K +$136K +6,870 +29%
WA
482
WESPAC Advisors
California
$597K +$137K +6,930 +29%
BS
483
Bessemer Securities
New York
$592K
BA
484
Bristlecone Advisors
Washington
$590K +$14.2K +720 +2%
IFG
485
Independent Financial Group
California
$585K
GC
486
Grimes & Company
Massachusetts
$568K -$2.71M -137,170 -82%
CAN
487
Cetera Advisor Networks
California
$564K +$200K +10,100 +53%
MOS
488
MGO One Seven
Ohio
$563K +$4.74K +240 +0.8%
JIC
489
Johnson Investment Counsel
Ohio
$563K +$7.71K +390 +1%
OC
490
Oppenheimer & Co
New York
$557K -$22.3K -1,130 -4%
TCM
491
Tuttle Capital Management
Connecticut
$549K +$560K +28,340 New
PCM
492
Penserra Capital Management
California
$542K -$7.1M -359,410 -93%
JWA
493
JFS Wealth Advisors
Pennsylvania
$542K
RA
494
Rational Advisors
New York
$541K -$22.5K -1,140 -4%
UAS
495
United Asset Strategies
New York
$539K -$26.1K -1,320 -5%
PWMAG
496
Pinnacle Wealth Management Advisory Group
New Jersey
$529K -$20.8K -1,050 -4%
SFA
497
Souders Financial Advisors
Ohio
$516K +$456K +23,050 New
HIS
498
Harvest Investment Services
Illinois
$513K +$593 +30 +0.1%
SWP
499
Stratos Wealth Partners
Ohio
$505K +$10.9K +550 +2%
SAM
500
Strategy Asset Managers
California
$492K +$19.8K +1,000 +4%

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.