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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
ESCM
651
Echo Street Capital Management
New York
$411K -$384K -12,740 -51%
TMAM
652
Tokio Marine Asset Management
Japan
$407K +$40.7K +1,350 +12%
PWLP
653
Prio Wealth Limited Partnership
Massachusetts
$398K
CT
654
Coastline Trust
Rhode Island
$396K -$121K -4,020 -25%
DA
655
DCM Advisors
New York
$396K
GIA
656
Gateway Investment Advisers
Ohio
$394K -$13K -430 -3%
FP
657
Foundry Partners
Minnesota
$393K
ST
658
Smithfield Trust
Pennsylvania
$393K
WTC
659
WhitTier Trust Company
Nevada
$390K
WA
660
WBH Advisory
Maryland
$388K -$67.8K -2,250 -16%
BMA
661
Brooks Moore & Associates
Tennessee
$388K +$354K +11,750 New
HI
662
Horizon Investments
North Carolina
$386K +$352K +11,670 New
B
663
Barings
North Carolina
$385K +$107K +3,540 +44%
GBT
664
Grove Bank & Trust
Florida
$383K -$2.41K -80 -0.7%
IAA
665
Independent Advisor Alliance
North Carolina
$380K +$31.9K +1,060 +10%
BS
666
Banco Santander
Spain
$379K -$339K -11,260 -50%
MIP
667
Marietta Investment Partners
Wisconsin
$373K -$3.01K -100 -0.9%
AA
668
ALPS Advisors
Colorado
$371K -$97.9K -3,250 -22%
ACM
669
Ategra Capital Management
Virginia
$370K -$25.6K -850 -7%
WAG
670
Winthrop Advisory Group
Massachusetts
$363K -$89.8K -2,980 -21%
GWS
671
Glassman Wealth Services
Virginia
$360K +$1.51K +50 +0.5%
BTWM
672
Baker Tilly Wealth Management
Wisconsin
$356K +$5.42K +180 +2%
AIA
673
AIMZ Investment Advisors
California
$354K
QIM
674
Quantitative Investment Management
Virginia
$350K +$320K +10,620 New
MYIA
675
Mount Yale Investment Advisors
Colorado
$349K -$37.7K -1,250 -11%

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.