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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
WB
576
WesBanco Bank
West Virginia
$265K -$42.2K -2,470 -15%
PAS
577
Park Avenue Securities
New York
$265K +$233K +13,640 New
BHWM
578
Bar Harbor Wealth Management
New Hampshire
$264K -$243K -14,220 -51%
SMFS
579
Squar Milner Financial Services
California
$264K
MYIA
580
Mount Yale Investment Advisors
Colorado
$264K +$232K +13,560 New
AA
581
ALPS Advisors
Colorado
$263K -$25.6K -1,500 -10%
AG
582
AlphaSimPlex Group
Massachusetts
$259K +$227K +13,300 New
CTA
583
Chesley Taft & Associates
Illinois
$259K +$227K +13,300 New
IG
584
ING Group
Netherlands
$255K -$5.35M -312,740 -96%
LFASL
585
Lugano Financial Advisors SA (LFA)
Switzerland
$251K
WAG
586
Winthrop Advisory Group
Massachusetts
$251K +$222K +12,980 New
CFN
587
Cordasco Financial Network
Florida
$248K +$1.2K +70 +0.6%
S
588
Seeyond
France
$246K -$5.81K -340 -3%
VAS
589
Vestmark Advisory Solutions
Massachusetts
$245K +$215K +12,580 New
CGL
590
Clarius Group LLC
Washington
$244K +$215K +12,550 New
CCM
591
Cohen Capital Management
California
$243K +$214K +12,500 New
3C
592
361 Capital
Colorado
$240K +$211K +12,330 New
PWLP
593
Prio Wealth Limited Partnership
Massachusetts
$234K +$206K +12,050 New
AA
594
Argent Advisors
Louisiana
$233K +$205K +12,000 New
WT
595
Whittier Trust
California
$232K -$17.1K -1,000 -8%
FP
596
Foundry Partners
Minnesota
$231K +$203K +11,900 New
GVAG
597
Great Valley Advisor Group
Delaware
$230K +$202K +11,800 New
WTC
598
WhitTier Trust Company
Nevada
$229K -$21.4K -1,250 -10%
HS
599
Haafor (Singapore)
Singapore
$226K -$112K -6,550 -36%
WANY
600
Wealthspire Advisors (New York)
New York
$226K -$94.4K -5,520 -32%

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.