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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
Man Group
526
Man Group
United Kingdom
$876K -$1.99M -66,110 -71%
PWMAG
527
Pinnacle Wealth Management Advisory Group
New Jersey
$874K
MOS
528
MGO One Seven
Ohio
$871K +$3.92K +130 +0.5%
RIM
529
Redwood Investment Management
Arizona
$871K +$797K +26,450 New
SFA
530
Souders Financial Advisors
Ohio
$864K +$73.2K +2,430 +10%
PP
531
PDT Partners
New York
$860K +$784K +26,020 New
GIA
532
GHP Investment Advisors
Colorado
$847K +$773K +25,650 New
AWA
533
Alta Wealth Advisors
Massachusetts
$843K -$603 -20 -0.1%
DCM
534
Dupont Capital Management
Delaware
$842K -$236K -7,840 -24%
UB
535
UMB Bank
Missouri
$825K -$603 -20 -0.1%
KAS
536
Kestra Advisory Services
Texas
$807K +$331K +10,990 +82%
CCP
537
Corient Capital Partners
California
$805K +$65.1K +2,160 +10%
PCA
538
Peddock Capital Advisors
Massachusetts
$805K +$171K +5,680 +30%
WCM
539
Weld Capital Management
New York
$798K +$13.6K +450 +2%
SS
540
Simplicity Solutions
Minnesota
$793K +$723K +23,990 New
GC
541
Grimes & Company
Massachusetts
$790K -$141K -4,680 -16%
AC
542
Allstate Corporation
Illinois
$783K +$85.6K +2,840 +14%
IA
543
IndexIQ Advisors
New York
$778K +$70.2K +2,330 +11%
QI
544
QS Investors
New York
$772K -$38.3K -1,270 -5%
NIC
545
Northwest Investment Counselors
Oregon
$763K -$6.03K -200 -0.9%
FPS
546
Fieldpoint Private Securities
Connecticut
$762K -$15.4K -510 -2%
SICM
547
Sustainable Insight Capital Management
New York
$758K +$332K +11,020 +92%
HFM
548
Harvest Fund Management
China
$745K
RWA
549
Ropes Wealth Advisors
Massachusetts
$740K -$6.03K -200 -0.8%
VPIM
550
Vanguard Personalized Indexing Management
California
$730K +$350K +11,630 +111%

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.