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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
PP
501
Paloma Partners
Connecticut
$1.07M +$879K +29,160 +917%
UAS
502
United Asset Strategies
New York
$1.05M +$39.2K +1,300 +4%
CAM
503
Cypress Asset Management
Texas
$1.05M +$4.52K +150 +0.5%
MWM
504
MorganRosel Wealth Management
Colorado
$1.04M -$278K -9,220 -23%
SRC
505
Shufro Rose & Co
New York
$1.04M -$7.83K -260 -0.8%
JCM
506
Jacobi Capital Management
Pennsylvania
$1.03M +$4.82K +160 +0.5%
LCP
507
Legacy Capital Partners
Wisconsin
$1.01M -$82.9K -2,750 -8%
OC
508
Oppenheimer & Co
New York
$1.01M +$28K +930 +3%
BS
509
Bessemer Securities
New York
$1.01M
II
510
Inspire Investing
Idaho
$1.01M +$483K +16,030 +111%
TW
511
TrinityPoint Wealth
Connecticut
$1M -$28.9K -960 -3%
TC
512
Tairen Capital
Hong Kong
$983K +$897K +29,760 New
LIA
513
LS Investment Advisors
Michigan
$974K -$214K -7,100 -19%
BSW
514
Buckingham Strategic Wealth
Missouri
$968K +$48.8K +1,620 +6%
CAPTRUST Financial Advisors
515
CAPTRUST Financial Advisors
North Carolina
$965K +$643K +21,340 +271%
D.E. Shaw & Co
516
D.E. Shaw & Co
New York
$958K +$19.6K +650 +2%
BIM
517
Bridges Investment Management
Nebraska
$951K +$85.3K +2,830 +11%
GSC
518
Ground Swell Capital
South Carolina
$950K +$867K +28,760 New
HIS
519
Harvest Investment Services
Illinois
$944K +$40.7K +1,350 +5%
BA
520
Bristlecone Advisors
Washington
$937K -$63.3K -2,100 -7%
GT
521
Greenleaf Trust
Michigan
$937K +$85.6K +2,840 +11%
JWA
522
JFS Wealth Advisors
Pennsylvania
$925K
JIC
523
Johnson Investment Counsel
Ohio
$924K -$32.8K -1,090 -4%
HCM
524
Howard Capital Management
Georgia
$900K -$8.13K -270 -1%
RJT
525
Raymond James Trust
Florida
$891K -$300K -9,970 -27%

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.