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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
SIA
751
Sit Investment Associates
Minnesota
$215K +$196K +6,500 New
TIA
752
Tiemann Investment Advisors
California
$215K +$196K +6,500 New
AA
753
AlphaMark Advisors
Kentucky
$214K
BWG
754
Beta Wealth Group
California
$214K +$195K +6,470 New
ERWM
755
Elk River Wealth Management
Colorado
$214K +$196K +6,490 New
PI
756
Putnam Investments
Massachusetts
$214K +$196K +6,490 New
PFM
757
Patton Fund Management
Texas
$212K +$194K +6,430 New
SI
758
Stephens Inc
Arkansas
$211K +$193K +6,390 New
FRA
759
Frank Rimerman Advisors
California
$210K +$192K +6,360 New
SC
760
Savant Capital
Illinois
$209K +$191K +6,340 New
HI
761
Harbour Investments
Wisconsin
$207K +$188K +6,250 New
FWCM
762
Ferguson Wellman Capital Management
Oregon
$207K +$189K +6,280 New
CG
763
Caprock Group
Idaho
$205K -$104K -3,440 -36%
MAFM
764
Mid Atlantic Financial Management
Pennsylvania
$205K +$187K +6,210 New
UCFA
765
United Capital Financial Advisors
Texas
$203K +$185K +6,130 New
WAS
766
Winch Advisory Services
Wisconsin
$199K
CFA
767
Carroll Financial Associates
North Carolina
$192K +$110K +3,640 +168%
NIMI
768
Natixis Investment Managers International
France
$187K -$6.93K -230 -4%
FMT
769
First Mercantile Trust
Tennessee
$185K -$308K -10,230 -65%
TCOV
770
Trust Company of Vermont
Vermont
$184K -$21.4K -710 -11%
BBHC
771
Brown Brothers Harriman & Co
New York
$181K -$153M -5,073,350 -48%
IAIM
772
International Assets Investment Management
Florida
$171K
BAM
773
Bellevue Asset Management
Washington
$166K +$301 +10 +0.2%
AssetMark Inc
774
AssetMark Inc
California
$161K -$9.64K -320 -6%
VNA
775
Valley National Advisers
Pennsylvania
$159K +$106K +3,510 +268%

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.