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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
NFP
726
Narus Financial Partners
Utah
$252K +$230K +7,630 New
KMWM
727
Keudell/Morrison Wealth Management
Oregon
$252K +$230K +7,640 New
PA
728
Parallel Advisors
California
$250K +$11.4K +380 +5%
AAM
729
Auxier Asset Management
Oregon
$249K +$227K +7,550 New
AG
730
AIA Group
Hong Kong
$246K +$224K +7,440 New
MAM
731
McLean Asset Management
Virginia
$245K +$224K +7,420 New
WPW
732
Waldron Private Wealth
Pennsylvania
$244K +$223K +7,410 New
SPIA
733
Steward Partners Investment Advisory
New York
$240K +$149K +4,930 +211%
EAM
734
Evanson Asset Management
California
$240K +$218K +7,250 New
JF
735
Jump Financial
Illinois
$233K +$212K +7,050 New
WSCM
736
Wellington Shields Capital Management
New York
$231K -$30.1K -1,000 -13%
FWP
737
FAS Wealth Partners
Kansas
$231K +$211K +6,990 New
ACA
738
Affinity Capital Advisors
California
$231K +$211K +7,000 New
FC
739
Forte Capital
New York
$231K +$211K +7,000 New
MGIM
740
M&G Investment Management
United Kingdom
$230K +$30.7M +1,017,690 +17%
AWM
741
AE Wealth Management
Kansas
$229K -$52.1K -1,730 -20%
IA
742
IFP Advisors
Florida
$224K -$1.84M -61,100 -90%
WWM
743
Wolff Wiese Magana
California
$224K +$1.21K +40 +0.6%
QCG
744
Quadrant Capital Group
Ohio
$224K +$44.3K +1,470 +28%
JBA
745
Johnson Bixby & Associates
Washington
$221K +$202K +6,700 New
PA
746
Probity Advisors
Texas
$219K +$200K +6,640 New
LOAMS
747
Lombard Odier Asset Management (Switzerland)
Switzerland
$218K +$199K +6,600 New
CFGS
748
Concourse Financial Group Securities
Alabama
$217K +$9.94K +330 +5%
RCAG
749
Rehmann Capital Advisory Group
Michigan
$215K +$196K +6,510 New
QI
750
Qtron Investments
Massachusetts
$215K -$423K -14,050 -68%

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.