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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
GI
676
Gradient Investments
Minnesota
$34K
PMFA
677
Plante Moran Financial Advisors
Michigan
$34K
ZB
678
Zions Bancorporation
Utah
$33K
PFBT
679
Parkside Financial Bank & Trust
Missouri
$32K +$593 +30 +2%
PCG
680
Private Capital Group
Connecticut
$32K +$18.2K +920 +123%
HDIM
681
Hanson & Doremus Investment Management
Vermont
$31K -$10.3K -520 -24%
HPC
682
HM Payson & Co
Maine
$30K +$24.7K +1,250 +391%
BBL
683
Beck Bode LLC
Massachusetts
$29K +$29.6K +1,500 New
CI
684
CX Institutional
Indiana
$27K +$2.57K +130 +10%
JFGIW
685
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26K
VNA
686
Valley National Advisers
Pennsylvania
$25K
CAL
687
Capital Analysts LLC
Pennsylvania
$24K
PB
688
Pinnacle Bancorp
Nebraska
$24K +$4.94K +250 +25%
PFGIA
689
Patriot Financial Group Insurance Agency
Massachusetts
$23K -$1.58K -80 -6%
FHC
690
First Horizon Corporation
Tennessee
$22K +$22.9K +1,160 New
FHA
691
First Horizon Advisors
Tennessee
$20K -$8.7K -440 -30%
PG
692
Proffitt & Goodson
Tennessee
$19K
SLF
693
Sun Life Financial
Ontario, Canada
$18K -$198 -10 -1%
First Manhattan
694
First Manhattan
New York
$16K -$1.58K -80 -9%
LWM
695
Liberty Wealth Management
California
$16K -$1.58K -80 -9%
EFSCE
696
Enterprise Financial Services Corp (EFSC)
Missouri
$16K
BFEC
697
Benjamin F. Edwards & Company
Missouri
$15K
CCM
698
Cribstone Capital Management
Maine
$15K
FMII
699
Farmers & Merchants Investments Inc
Nebraska
$15K
PFWA
700
Paces Ferry Wealth Advisors
Georgia
$15K +$15.2K +770 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.