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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
TPWA
726
TRUE Private Wealth Advisors
Oregon
$4K
WLPWM
727
Walled Lake Planning & Wealth Management
Illinois
$4K
CA
728
Crewe Advisors
Utah
$4K +$3.95K +200 New
BFC
729
Bedel Financial Consulting
Indiana
$3K
HI
730
Hudock Inc
Pennsylvania
$3K
AWM
731
Adams Wealth Management
Utah
$3K +$2.57K +130 New
ACM
732
AUA Capital Management
Pennsylvania
$3K +$2.77K +140 New
BWP
733
Baldwin Wealth Partners
Massachusetts
$3K +$2.96K +150 New
FP
734
Financial Perspectives
Minnesota
$2.57K
BHB
735
Bank Hapoalim BM
Israel
$2.11K -$29.6K -1,500 -1%
TFA
736
Transamerica Financial Advisors
Florida
$2K -$13K -660 -90%
EI
737
Ellevest Inc
New York
$2K -$3.95K -200 -63%
HR
738
Howe & Rusling
New York
$2K -$1.19K -60 -40%
CWC
739
Carolinas Wealth Consulting
North Carolina
$2K +$790 +40 +57%
Millennium Management
740
Millennium Management
New York
$1.83K +$572K +28,940 +44%
1832 Asset Management
741
1832 Asset Management
Ontario, Canada
$1K -$21.5M -1,087,970 -100%
EWM
742
Endurance Wealth Management
Rhode Island
$1K
GTAM
743
Global Trust Asset Management
Florida
$1K
MFT
744
Moisand Fitzgerald Tamayo
Florida
$1K
PWMG
745
Prestige Wealth Management Group
New Jersey
$1K
TFA
746
Toth Financial Advisory
Virginia
$1K
MCM
747
Manchester Capital Management
Vermont
$1K +$593 +30 New
AA
748
Ancora Advisors
Ohio
$1K +$790 +40 New
SIS
749
Sound Income Strategies
Florida
$1K +$988 +50 New
Koshinski Asset Management
750
Koshinski Asset Management
Illinois
$378 -$790 -40 -0.2%

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.