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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
VFA
701
Valeo Financial Advisors
Indiana
$13K -$53K -3,100 -83%
EARNEST Partners
702
EARNEST Partners
Georgia
$13K
TWA
703
TCI Wealth Advisors
Arizona
$13K
SPIA
704
Steward Partners Investment Advisory
New York
$12K -$2.22K -130 -18%
GCM
705
Gables Capital Management
Florida
$12K
GAM
706
Gemmer Asset Management
California
$12K
ETC
707
Exchange Traded Concepts
Oklahoma
$11K -$3.76K -220 -28%
FWM
708
FSA Wealth Management
Massachusetts
$11K
SL
709
Savior LLC
Massachusetts
$11K
BWM
710
Baystate Wealth Management
Massachusetts
$10K
CAC
711
Certified Advisory Corp
Florida
$10K
TFO
712
Tarbox Family Office
California
$10K +$4.62K +270 +104%
ECM
713
Estabrook Capital Management
New York
$8.56K
BGIM
714
Brandywine Global Investment Management
Pennsylvania
$8K +$2.22K +130 +50%
FHA
715
Flagship Harbor Advisors
Massachusetts
$8K +$5.3K +310 +310%
NICM
716
Neo Ivy Capital Management
New York
$7K -$12.1K -710 -65%
BAM
717
Barrett Asset Management
New York
$7K
FRA
718
Front Row Advisors
California
$6K
HPC
719
HM Payson & Co
Maine
$6K
EI
720
Ellevest Inc
New York
$6K +$3.42K +200 +167%
AWM
721
Apollon Wealth Management
South Carolina
$6K +$4.96K +290 New
BWM
722
BerganKDV Wealth Management
Minnesota
$6K +$5.47K +320 New
1IA
723
1834 Investment Advisors
Wisconsin
$6K +$5.64K +330 New
GWM
724
Geneos Wealth Management
Colorado
$5K
MA
725
MUFG Americas
New York
$5K

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.