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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
CI
801
CX Institutional
Indiana
$80K +$7.53K +250 +11%
CA
802
Clearstead Advisors
Ohio
$78K +$3.01K +100 +4%
CG
803
Cutler Group
California
$73K -$1.46M -48,500 -96%
DSC
804
Duncker Streett & Co
Missouri
$73K +$66.6K +2,210 New
KFP
805
KB Financial Partners
New Jersey
$73K +$66.6K +2,210 New
HDIM
806
Hanson & Doremus Investment Management
Vermont
$70K +$15.1K +500 +31%
RFA
807
Reilly Financial Advisors
California
$69K
SFSIG
808
San Francisco Sentry Investment Group
California
$65K
IBOK
809
Independence Bank of Kentucky
Kentucky
$64K
PMFA
810
Plante Moran Financial Advisors
Michigan
$64K
ADIM
811
Alpha DNA Investment Management
Maryland
$56K -$21.4K -710 -29%
PFBT
812
Parkside Financial Bank & Trust
Missouri
$56K +$603 +20 +1%
PCG
813
Private Capital Group
Connecticut
$55K -$301 -10 -0.6%
HI
814
Human Investing
Oregon
$53K -$10.2K -340 -18%
ZB
815
Zions Bancorporation
Utah
$52K -$4.52K -150 -9%
BWM
816
BerganKDV Wealth Management
Minnesota
$52K
FHA
817
First Horizon Advisors
Tennessee
$48K +$2.41K +80 +6%
HPC
818
HM Payson & Co
Maine
$44K
PSB
819
Piscataqua Savings Bank
New Hampshire
$44K +$40.1K +1,330 New
SN
820
Sittner & Nelson
Oregon
$42K
PB
821
Pinnacle Bancorp
Nebraska
$41K
TFIPS
822
Towarzystwo Funduszy Inwestycyjnych PZU SA
$39.6K
CFO
823
CVA Family Office
Colorado
$38K +$34.6K +1,150 New
Jones Financial Companies
824
Jones Financial Companies
Missouri
$35K +$31.6K +1,050 New
GI
825
Gradient Investments
Minnesota
$34K -$7.83K -260 -20%

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.