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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
PRC
776
Pearl River Capital
Michigan
-$626K -32,210 Closed
MERSOM
777
Municipal Employees' Retirement System of Michigan
Michigan
-$617K -31,700 Closed
MWM
778
MinichMacGregor Wealth Management
New York
-$613K -31,540 Closed
TCM
779
Teza Capital Management
Illinois
-$601K -30,920 Closed
JWS
780
Juncture Wealth Strategies
Arizona
-$599K -30,810 Closed
SCCM
781
Schafer Cullen Capital Management
New York
-$514K -26,430 Closed
CANY
782
Caxton Associates (New York)
New York
-$506K -26,030 Closed
CI
783
Capital International
California
-$446K -22,940 Closed
FC
784
FORA Capital
Florida
-$409K -21,010 Closed
NB
785
Nicolet Bankshares
Wisconsin
-$383K -19,670 Closed
NIM
786
NuWave Investment Management
New Jersey
-$380K -19,220 -100%
LA
787
LVW Advisors
New York
-$357K -18,360 Closed
Cetera Investment Advisers
788
Cetera Investment Advisers
Illinois
-$350K -17,990 Closed
QT
789
Quantamental Technologies
New York
-$309K -15,890 Closed
1WA
790
180 Wealth Advisors
Washington
-$292K -14,810 Closed
DADC
791
D.A. Davidson & Co
Montana
-$276K -14,190 Closed
VFA
792
Voya Financial Advisors
Connecticut
-$270K -14,090 Closed
CG
793
Caprock Group
Idaho
-$270K -13,890 Closed
SMFS
794
Squar Milner Financial Services
California
-$264K -13,550 Closed
AG
795
AlphaSimPlex Group
Massachusetts
-$259K -13,300 Closed
GVAG
796
Great Valley Advisor Group
Delaware
-$230K -11,800 Closed
HS
797
Haafor (Singapore)
Singapore
-$226K -11,610 Closed
RMA
798
Roffman Miller Associates
Pennsylvania
-$214K -11,000 Closed
SI
799
Stephens Inc
Arkansas
-$214K -11,000 Closed
TCOT
800
Trust Company of Toledo
Ohio
-$209K -10,740 Closed

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.