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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
GBT
801
Grove Bank & Trust
Florida
-$203K -10,460 Closed
ECM
802
Element Capital Management
New York
-$201K -10,360 Closed
FL
803
Fort LP
Maryland
-$200K -10,290 Closed
C
804
Cerebellum
California
-$85K -8,050 Closed
FQ
805
First Quadrant
California
-$146K -7,520 Closed
NIT
806
NumerixS Investment Technologies
British Columbia, Canada
-$137K -7,030 Closed
CFG
807
Citizens Financial Group
Rhode Island
-$72K -3,690 Closed
CWM
808
Campbell Wealth Management
Virginia
-$69K -3,550 Closed
PCM
809
Prelude Capital Management
New York
-$64K -3,300 Closed
WEC
810
Winslow Evans & Crocker
Massachusetts
-$59K -3,010 Closed
VAIA
811
Virtus Alternative Investment Advisers
Connecticut
-$51K -2,600 Closed
O
812
Ossiam
France
-$32K -1,670 Closed
PA
813
Procyon Advisors
Connecticut
-$31K -1,590 Closed
BSAM
814
Blue Square Asset Management
New York
-$27K -1,410 Closed
1W
815
1776 Wealth
Georgia
-$24K -1,270 Closed
BL
816
Balentine LLC
Georgia
-$23K -1,160 Closed
SCA
817
Stonebridge Capital Advisors
Minnesota
-$19K -1,000 Closed
KPW
818
Kore Private Wealth
New York
-$19K -980 Closed
CCA
819
Column Capital Advisors
Indiana
-$18K -950 Closed
FCA
820
FinTrust Capital Advisors
South Carolina
-$18K -950 Closed
EWP
821
Engrave Wealth Partners
Texas
-$17K -900 Closed
FWM
822
FSA Wealth Management
Massachusetts
-$11K -550 Closed
1IA
823
1834 Investment Advisors
Wisconsin
-$6K -330 Closed
BWM
824
BerganKDV Wealth Management
Minnesota
-$6K -320 Closed
AWM
825
Apollon Wealth Management
South Carolina
-$6K -290 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.