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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
RTC
576
Riverview Trust Company
Washington
$619K -$49.4K -1,640 -8%
ED
577
Exane Derivatives
France
$611K -$11.8K -390 -2%
SMH
578
Sanders Morris Harris
Texas
$609K
CM
579
Castleark Management
Illinois
$603K -$884K -29,350 -62%
VAS
580
Vestmark Advisory Solutions
Massachusetts
$601K +$73.8K +2,450 +16%
DT
581
Diversified Trust
Tennessee
$597K +$26.2K +870 +5%
Koshinski Asset Management
582
Koshinski Asset Management
Illinois
$597K +$71.4K +2,370 +15%
CF
583
Copperwynd Financial
Arizona
$594K +$542K +17,990 New
PP
584
Prudential plc
United Kingdom
$584K
OPS
585
Orion Portfolio Solutions
Nebraska
$584K +$65.4K +2,170 +14%
WANY
586
Wealthspire Advisors (New York)
New York
$579K +$47.9K +1,590 +10%
OWM
587
OneAscent Wealth Management
Alabama
$575K +$82.6K +2,740 +19%
CGL
588
Clarius Group LLC
Washington
$575K +$148K +4,900 +39%
CCA
589
Checchi Capital Advisers
California
$573K -$12.7K -420 -2%
GL
590
Graypoint LLC
New York
$573K
KWM
591
Kingsview Wealth Management
Oregon
$571K -$1.43M -47,500 -74%
IC
592
IEQ Capital
California
$569K +$519K +17,220 New
OTPPB
593
Ontario Teachers' Pension Plan Board
Ontario, Canada
$566K +$218K +7,230 +73%
NB
594
Northwest Bancshares
Pennsylvania
$560K +$14.2K +470 +3%
GW
595
GW & Wade
Massachusetts
$553K +$2.41K +80 +0.5%
SF
596
Synovus Financial
Georgia
$549K +$12.1K +400 +2%
GSEP
597
Golden State Equity Partners
California
$540K +$493K +16,350 New
CT
598
Caldwell Trust
Florida
$537K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
599
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$531K -$2.41M -79,930 -83%
CA
600
CGN Advisors
Kansas
$530K -$78K -2,590 -14%

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.