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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
RC
601
RegentAtlantic Capital
New Jersey
$527K +$199K +6,590 +70%
EA
602
Emerald Advisers
Pennsylvania
$522K -$18.1K -600 -4%
CFG
603
Cooper Financial Group
California
$519K -$20.2K -670 -4%
SAM
604
Silvercrest Asset Management
New York
$518K
CIM
605
Contravisory Investment Management
Massachusetts
$511K -$6.63K -220 -1%
BC
606
Burney Company
Virginia
$510K +$30.7K +1,020 +7%
AIP
607
Almanack Investment Partners
Pennsylvania
$508K +$123K +4,090 +36%
FTDI
608
First Trust Direct Indexing
Massachusetts
$507K +$36.2K +1,200 +8%
CA
609
Cullinan Associates
Kentucky
$499K -$2.38M -78,900 -84%
KWMG
610
King Wealth Management Group
Florida
$496K
YMRC
611
Yorktown Management & Research Company
Virginia
$496K
GAM
612
Griffin Asset Management
New York
$496K +$7.53K +250 +2%
WCM
613
Whitener Capital Management
North Carolina
$495K -$30.1K -1,000 -6%
HCM
614
HM Capital Management
Missouri
$495K +$1.21K +40 +0.3%
CA
615
Cetera Advisors
Colorado
$495K +$25.6K +850 +6%
IFWM
616
Institute for Wealth Management
Colorado
$491K -$45.2K -1,500 -9%
CCG
617
Capital CS Group
California
$487K +$444K +14,730 New
CRCM
618
Corbett Road Capital Management
Virginia
$486K -$49.7K -1,650 -10%
JIR
619
James Investment Research
Ohio
$482K -$149K -4,950 -25%
SSWM
620
Smith Salley Wealth Management
North Carolina
$482K -$36.8K -1,220 -8%
KFA
621
Krane Funds Advisors
New York
$476K +$29.5K +980 +7%
CTA
622
Chesley Taft & Associates
Illinois
$472K
QSS
623
Quantitative Systematic Strategies
Florida
$471K +$430K +14,260 New
PSUF
624
People's United Financial
Connecticut
$466K -$57.9K -1,920 -12%
PFA
625
Paradigm Financial Advisors
Missouri
$464K +$423K +14,050 New

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.