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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
HCM
676
Howland Capital Management
Massachusetts
$348K
CCM
677
Coldstream Capital Management
Washington
$345K +$40.7K +1,350 +15%
ODCM
678
Old Dominion Capital Management
Virginia
$342K +$312K +10,350 New
LSA
679
Leonteq Securities AG
Switzerland
$339K +$109K +3,630 +55%
FFA
680
Fragasso Financial Advisors
Pennsylvania
$338K -$7.23K -240 -2%
BAM
681
Belpointe Asset Management
Nevada
$337K +$6.03K +200 +2%
AIM
682
Axiom Investment Management
New York
$334K +$227K +7,520 +290%
EH
683
Employers Holdings
Nevada
$332K
M
684
MOTCO
Texas
$330K -$4.82K -160 -2%
PIM
685
Penobscot Investment Management
Massachusetts
$330K
BBP
686
Banco BTG Pactual
Brazil
$330K +$301K +9,980 New
FAM
687
Flaharty Asset Management
Florida
$327K +$298K +9,900 New
CAN
688
Cetera Advisor Networks
California
$324K +$50.3K +1,670 +21%
EWA
689
Encompass Wealth Advisors
Oregon
$307K
JCIA
690
Jackson Creek Investment Advisors
Colorado
$306K -$92.2K -3,060 -25%
PCH
691
PGIM Custom Harvest
New Jersey
$306K +$279K +9,260 New
SCM
692
Silvant Capital Management
Georgia
$305K
IP
693
Innovative Portfolios
Indiana
$298K +$271K +9,010 New
FMLI
694
Fukoku Mutual Life Insurance
Japan
$297K -$30.1K -1,000 -10%
BHWM
695
Bar Harbor Wealth Management
New Hampshire
$293K -$59.1K -1,960 -18%
FSA
696
Fort Sheridan Advisors
Illinois
$293K +$267K +8,860 New
VFA
697
Voya Financial Advisors
Connecticut
$291K -$13.6K -450 -5%
DBT
698
Dubuque Bank & Trust
Iowa
$286K
BWP
699
Baldwin Wealth Partners
Massachusetts
$286K +$60.3K +2,000 +30%
CBFP
700
Cedar Brook Financial Partners
Ohio
$285K +$260K +8,640 New

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.