We are live on ! Find out more

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
WA
501
WESPAC Advisors
California
$464K +$408K +23,880 New
NIC
502
Northwest Investment Counselors
Oregon
$460K -$192K -11,220 -32%
GT
503
Greenleaf Trust
Michigan
$457K +$23.4K +1,370 +6%
CT
504
Coastline Trust
Rhode Island
$457K +$402K +23,500 New
CI
505
Conning Inc
Connecticut
$448K +$12.5K +730 +3%
CI
506
Capital International
California
$446K -$872K -51,000 -69%
BA
507
Bridgewater Associates
Connecticut
$446K +$392K +22,910 New
NG
508
NatWest Group
United Kingdom
$434K -$72K -4,210 -16%
II
509
Inspire Investing
Idaho
$420K -$77.1K -4,510 -17%
FC
510
FORA Capital
Florida
$409K +$359K +21,010 New
AOWM
511
Alpha Omega Wealth Management
Virginia
$405K -$4.27K -250 -1%
TCOV
512
Trust Company of Vermont
Vermont
$405K +$12.1K +710 +4%
OR
513
Olympiad Research
Connecticut
$404K +$355K +20,750 New
FPCP
514
Fort Point Capital Partners
California
$402K +$66.5K +3,890 +23%
ED
515
Exane Derivatives
France
$402K -$46.8K -2,740 -12%
QI
516
Qtron Investments
Massachusetts
$400K +$352K +20,570 New
EGA
517
E&G Advisors
Texas
$399K
RTC
518
Riverview Trust Company
Washington
$396K
Acadian Asset Management
519
Acadian Asset Management
Massachusetts
$393K -$35.6K -2,080 -9%
CFG
520
Cooper Financial Group
California
$391K +$343K +20,080 New
KFA
521
Krane Funds Advisors
New York
$391K +$343K +20,080 New
MA
522
Mutual Advisors
Nebraska
$391K +$343K +20,090 New
NB
523
Nicolet Bankshares
Wisconsin
$383K
EVM
524
Eaton Vance Management
Massachusetts
$382K -$5.81K -340 -2%
CL
525
CPWM LLC
Washington
$380K +$2.05K +120 +0.6%

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.