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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
EW
701
Evoke Wealth
California
$14K
SPIA
702
Steward Partners Investment Advisory
New York
$14K +$2.57K +130 +21%
EARNEST Partners
703
EARNEST Partners
Georgia
$13K
TWA
704
TCI Wealth Advisors
Arizona
$13K
GCM
705
Gables Capital Management
Florida
$12K
GAM
706
Gemmer Asset Management
California
$12K
AIM
707
Anchor Investment Management
South Carolina
$11.6K +$9.49K +480 +400%
SL
708
Savior LLC
Massachusetts
$11K
FRA
709
Front Row Advisors
California
$11K +$2.17K +110 +33%
ETC
710
Exchange Traded Concepts
Oklahoma
$10K -$1.19K -60 -11%
TFO
711
Tarbox Family Office
California
$10K
BWM
712
Baystate Wealth Management
Massachusetts
$10K +$198 +10 +2%
ECM
713
Estabrook Capital Management
New York
$8.53K
TFS
714
TrustCore Financial Services
Tennessee
$8K +$7.91K +400 New
BAM
715
Barrett Asset Management
New York
$7K
OIA
716
Optimum Investment Advisors
Illinois
$7K +$6.92K +350 New
VFA
717
Valeo Financial Advisors
Indiana
$6K -$6.32K -320 -49%
CLOS
718
Compagnie Lombard Odier SCmA
Switzerland
$6K +$5.73K +290 New
WB
719
Webster Bank
Connecticut
$6K +$5.93K +300 New
GWM
720
Geneos Wealth Management
Colorado
$5K
MA
721
MUFG Americas
New York
$5K
WCG
722
Weaver Consulting Group
California
$5K
SWA
723
Sutton Wealth Advisors
Florida
$4.26K
EWA
724
Evolution Wealth Advisors
Florida
$4K
FWM
725
Focused Wealth Management
New York
$4K

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.