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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
WEC
651
Winslow Evans & Crocker
Massachusetts
$59K +$51.5K +3,010 New
KFS
652
Kelly Financial Services
Massachusetts
$58.9K
QCG
653
Quadrant Capital Group
Ohio
$54K -$68.7K -4,020 -59%
SQA
654
Simon Quick Advisors
New Jersey
$53K +$171 +10 +0.4%
MPWT
655
MassMutual Private Wealth & Trust
Connecticut
$52K +$1.37K +80 +3%
CAPTRUST Financial Advisors
656
CAPTRUST Financial Advisors
North Carolina
$52K +$45.6K +2,670 New
VAIA
657
Virtus Alternative Investment Advisers
Connecticut
$51K +$44.4K +2,600 New
VCM
658
Versant Capital Management
Arizona
$50K
CFA
659
Carroll Financial Associates
North Carolina
$45K -$1.54K -90 -4%
CA
660
Clearstead Advisors
Ohio
$44K
BCA
661
Berman Capital Advisors
Georgia
$44K +$7.86K +460 +25%
WPA
662
West Paces Advisors
Georgia
$42.4K
HDIM
663
Hanson & Doremus Investment Management
Vermont
$41K
IBOK
664
Independence Bank of Kentucky
Kentucky
$38K
SFSIG
665
San Francisco Sentry Investment Group
California
$38K
PMFA
666
Plante Moran Financial Advisors
Michigan
$35K -$4.62K -270 -13%
PFO
667
Pathstone Family Office
New Jersey
$35K
GI
668
Gradient Investments
Minnesota
$34K -$171 -10 -0.6%
ZB
669
Zions Bancorporation
Utah
$33K
O
670
Ossiam
France
$32K +$14.4K +840 +101%
ACA
671
Atlas Capital Advisors
Wyoming
$31.1K
PA
672
Procyon Advisors
Connecticut
$31K
PFBT
673
Parkside Financial Bank & Trust
Missouri
$31K +$1.88K +110 +7%
FHA
674
First Horizon Advisors
Tennessee
$28K -$23.1K -1,350 -48%
BSAM
675
Blue Square Asset Management
New York
$27K +$24.1K +1,410 New

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.