We are live on ! Find out more

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
QI
501
QS Investors
New York
$477K -$61.3K -3,100 -11%
PWP
502
Private Wealth Partners
California
$477K
UB
503
UMB Bank
Missouri
$472K
GT
504
Greenleaf Trust
Michigan
$471K +$16.2K +820 +3%
AL
505
AJO LP
Pennsylvania
$470K +$480K +24,270 New
CI
506
Conning Inc
Connecticut
$454K +$7.91K +400 +2%
ATPW
507
Ashton Thomas Private Wealth
Arizona
$454K +$463K +23,430 New
HFM
508
Harvest Fund Management
China
$451K -$89.5K -4,530 -17%
NIC
509
Northwest Investment Counselors
Oregon
$451K -$7.51K -380 -2%
MMPW
510
Mitchell McLeod Pugh & Williams
Alabama
$442K -$24.1K -1,220 -5%
Acadian Asset Management
511
Acadian Asset Management
Massachusetts
$442K +$51K +2,580 +13%
LC
512
Lavaca Capital
Texas
$437K +$446K +22,560 New
FHB
513
First Hawaiian Bank
Hawaii
$426K +$435K +22,010 New
Fisher Asset Management
514
Fisher Asset Management
Washington
$418K +$145K +7,350 +52%
ED
515
Exane Derivatives
France
$416K +$15.8K +800 +4%
OR
516
Olympiad Research
Connecticut
$414K +$12.4K +630 +3%
AOWM
517
Alpha Omega Wealth Management
Virginia
$403K
QI
518
Qtron Investments
Massachusetts
$399K
BIM
519
Bridges Investment Management
Nebraska
$398K +$32.6K +1,650 +9%
EGA
520
E&G Advisors
Texas
$397K
RTC
521
Riverview Trust Company
Washington
$395K
PCA
522
Personal Capital Advisors
California
$390K +$83K +4,200 +26%
MA
523
Mutual Advisors
Nebraska
$389K +$198 +10 +0%
CFG
524
Cooper Financial Group
California
$386K -$3.56K -180 -0.9%
SMH
525
Sanders Morris Harris
Texas
$384K +$346K +17,500 New

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.