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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
PWLP
601
Prio Wealth Limited Partnership
Massachusetts
$233K
AA
602
Argent Advisors
Louisiana
$232K
FP
603
Foundry Partners
Minnesota
$231K
S
604
SignatureFD
Georgia
$231K +$6.92K +350 +3%
WTC
605
WhitTier Trust Company
Nevada
$229K
BHWM
606
Bar Harbor Wealth Management
New Hampshire
$224K -$39.1K -1,980 -15%
IA
607
IndexIQ Advisors
New York
$223K +$136K +6,890 +149%
PWM
608
Perigon Wealth Management
California
$223K +$228K +11,530 New
MIP
609
Marietta Investment Partners
Wisconsin
$220K -$2.07M -104,860 -90%
WT
610
Whittier Trust
California
$220K -$9.88K -500 -4%
WANY
611
Wealthspire Advisors (New York)
New York
$220K -$4.35K -220 -2%
ST
612
Smithfield Trust
Pennsylvania
$220K -$1.78K -90 -0.8%
GWS
613
Glassman Wealth Services
Virginia
$219K +$395 +20 +0.2%
CC
614
Centiva Capital
New York
$215K +$220K +11,120 New
SSG
615
Summit Securities Group
New York
$211K +$215K +10,900 New
AAM
616
Arabesque Asset Management
United Kingdom
$210K -$504K -25,490 -70%
FDS
617
Freedom Day Solutions
Texas
$209K +$213K +10,800 New
AIA
618
AIMZ Investment Advisors
California
$207K
M
619
MOTCO
Texas
$207K +$9.88K +500 +5%
BC
620
Burney Company
Virginia
$207K +$211K +10,670 New
SCA
621
Snowden Capital Advisors
New York
$206K -$332K -16,790 -61%
IAA
622
Independent Advisor Alliance
North Carolina
$205K +$2.17K +110 +1%
HCM
623
Howland Capital Management
Massachusetts
$204K
AWM
624
Alterna Wealth Management
Texas
$203K +$207K +10,480 New
BAM
625
Belpointe Asset Management
Nevada
$196K +$11.3K +570 +6%

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.