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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
FMT
626
First Mercantile Trust
Tennessee
$191K -$59.5K -3,010 -27%
CI Investments Inc
627
CI Investments Inc
Ontario, Canada
$190K +$194K +9,800 New
PVH
628
Psagot Value Holdings
Israel
$183K +$74.1K +3,750 +66%
SCM
629
Silvant Capital Management
Georgia
$179K
SBSB
630
Sullivan, Bruyette, Speros & Blaney
Virginia
$177K
CIA
631
CSat Investment Advisory
Michigan
$171K +$9.68K +490 +6%
PA
632
Parallel Advisors
California
$164K -$5.93K -300 -3%
RIM
633
Rampart Investment Management
Connecticut
$139K -$1.15M -58,400 -89%
TCOV
634
Trust Company of Vermont
Vermont
$138K -$271K -13,700 -66%
CFGS
635
Concourse Financial Group Securities
Alabama
$134K +$17.6K +890 +15%
AA
636
AlphaMark Advisors
Kentucky
$125K +$198 +10 +0.2%
AIM
637
AIA Investment Management
Singapore
$125K +$29.8K +1,510 +31%
NFSG
638
Newbridge Financial Services Group
Florida
$124K +$126K +6,390 New
CAW
639
Cornerstone Advisors (Washington)
Washington
$119K -$5.53K -280 -4%
OSAM
640
O'Shaughnessy Asset Management
Connecticut
$117K +$13.6K +690 +13%
BAM
641
Bellevue Asset Management
Washington
$115K +$4.94K +250 +4%
WAS
642
Winch Advisory Services
Wisconsin
$112K
KCM
643
Kathmere Capital Management
Pennsylvania
$111K +$113K +5,720 New
Carson Wealth (CWM LLC)
644
Carson Wealth (CWM LLC)
Nebraska
$102K
NICM
645
Neo Ivy Capital Management
New York
$101K +$96K +4,860 +1,279%
TAIM
646
TD Ameritrade Investment Management
Nebraska
$100K +$32.2K +1,630 +46%
AssetMark Inc
647
AssetMark Inc
California
$98K +$7.31K +370 +8%
QCG
648
Quadrant Capital Group
Ohio
$98K +$45.5K +2,300 +83%
CAPTRUST Financial Advisors
649
CAPTRUST Financial Advisors
North Carolina
$97K +$43.5K +2,200 +82%
NNP
650
Nachman Norwood & Parrott
South Carolina
$97K +$98.8K +5,000 New

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.