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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
MS
526
Maven Securities
Jersey
$383K +$390K +19,710 New
II
527
Inspire Investing
Idaho
$379K -$40.9K -2,070 -10%
CL
528
CPWM LLC
Washington
$378K
FAAS
529
First Allied Advisory Services
California
$376K +$156K +7,870 +68%
KFA
530
Krane Funds Advisors
New York
$375K -$13.8K -700 -3%
EGM
531
Engineers Gate Manager
New York
$374K +$59.3K +3,000 +18%
SFM
532
Systematic Financial Management
New Jersey
$360K -$228K -11,550 -38%
AC
533
Allstate Corporation
Illinois
$359K -$118K -5,980 -24%
AF
534
Advisornet Financial
Minnesota
$358K -$17K -860 -4%
AP
535
Advisors Preferred
Maryland
$358K +$1.98K +100 +0.5%
CCA
536
Checchi Capital Advisers
California
$345K -$29.4K -1,490 -8%
PP
537
Prudential plc
United Kingdom
$343K +$17.4K +880 +5%
APA
538
American Portfolios Advisors
New York
$342K +$10.3K +520 +3%
EMG
539
ETF Managers Group
New Jersey
$342K +$18.4K +930 +6%
CIM
540
Contravisory Investment Management
Massachusetts
$340K
FPS
541
Fieldpoint Private Securities
Connecticut
$339K +$120K +6,060 +53%
STA
542
Summit Trail Advisors
New York
$338K +$286K +14,490 New
JWM
543
JGP Wealth Management
Oregon
$335K +$54.1K +2,740 +20%
EA
544
Emerald Advisers
Pennsylvania
$327K -$271K -13,720 -45%
CRCM
545
Corbett Road Capital Management
Virginia
$326K +$333K +16,840 New
GEM
546
Global Endowment Management
North Carolina
$325K
FPCP
547
Fort Point Capital Partners
California
$323K -$79K -4,000 -19%
GL
548
Graypoint LLC
New York
$323K -$2.96K -150 -0.9%
GW
549
GW & Wade
Massachusetts
$323K
NB
550
Northwest Bancshares
Pennsylvania
$319K -$14K -710 -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.