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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
AA
626
AlphaMark Advisors
Kentucky
$126K
CAW
627
Cornerstone Advisors (Washington)
Washington
$124K +$12.3K +720 +13%
FDCDDQ
628
Federation des caisses Desjardins du Quebec
Quebec, Canada
$120K
CFGS
629
Concourse Financial Group Securities
Alabama
$117K +$21.2K +1,240 +26%
WAS
630
Winch Advisory Services
Wisconsin
$112K
BAM
631
Bellevue Asset Management
Washington
$111K
PVH
632
Psagot Value Holdings
Israel
$110K
OSAM
633
O'Shaughnessy Asset Management
Connecticut
$104K +$86K +5,030 +1,623%
Carson Wealth (CWM LLC)
634
Carson Wealth (CWM LLC)
Nebraska
$102K
CAM
635
CenterStar Asset Management
Illinois
$102K
CB
636
Community Bank
New York
$98K +$86.5K +5,060 New
RFA
637
Reilly Financial Advisors
California
$97K
AIM
638
AIA Investment Management
Singapore
$96K -$50.3K -2,940 -37%
AssetMark Inc
639
AssetMark Inc
California
$91K -$2.73K -160 -3%
IA
640
IndexIQ Advisors
New York
$90K +$69.9K +4,090 +757%
TC
641
Truvestments Capital
Florida
$86K +$75.6K +4,420 +8,840%
C
642
Cerebellum
California
$85K +$138K +8,050 New
WOC
643
West Oak Capital
California
$78K
CFG
644
Citizens Financial Group
Rhode Island
$72K
TAIM
645
TD Ameritrade Investment Management
Nebraska
$69K +$11.5K +670 +23%
CWM
646
Campbell Wealth Management
Virginia
$69K +$60.7K +3,550 New
AW
647
Alpha Windward
Massachusetts
$67K +$59.1K +3,460 New
PCM
648
Prelude Capital Management
New York
$64K +$56.4K +3,300 New
EP
649
Eudaimonia Partners
Tennessee
$60K -$1.2K -70 -2%
HI
650
Human Investing
Oregon
$59K -$19.8K -1,160 -27%

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.