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1,118 hedge funds and large institutions have $55.9B invested in KLA in 2021 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 404 increasing their positions, 346 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more first-time investments, than exits

New positions opened: 215 | Existing positions closed: 57

193% more funds holding in top 10

Funds holding in top 10: 1441 (+27)

28% more capital invested

Capital invested by funds: $43.7B → $55.9B (+$12.2B)

17% more repeat investments, than reductions

Existing positions increased: 404 | Existing positions reduced: 346

15% more funds holding

Funds holding: 9751,118 (+143)

5.88% more ownership

Funds ownership: 868.52%874.4% (+5.9%)

11% less call options, than puts

Call options by funds: $544M | Put options by funds: $611M

Holders
1,118
Holders Change
+143
Holders Change %
+14.67%
% of All Funds
17.21%
Holding in Top 10
41
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+192.86%
% of All Funds
0.63%
New
215
Increased
404
Reduced
346
Closed
57
Calls
$544M
Puts
$611M
Net Calls
-$66.5M
Net Calls Change
+$90.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MGAM
801
McGowan Group Asset Management
Texas
$404K +$12K +310 +3%
LNC
802
Lincoln National Corp
Pennsylvania
$401K +$360K +9,330 New
LOAMS
803
Lombard Odier Asset Management (Switzerland)
Switzerland
$398K +$357K +9,260 New
SCM
804
Silvant Capital Management
Georgia
$397K
B
805
Barings
North Carolina
$390K -$54.4K -1,410 -13%
JC
806
JB Capital
Connecticut
$386K +$6.17K +160 +2%
Cerity Partners
807
Cerity Partners
New York
$386K +$345K +8,950 New
RC
808
Rovin Capital
Arizona
$385K +$346K +8,960 New
PAMP
809
Polar Asset Management Partners
Ontario, Canada
$383K +$344K +8,910 New
HSA
810
HBK Sorce Advisory
Pennsylvania
$382K -$8.88K -230 -3%
M
811
MOTCO
Texas
$381K
BCP
812
Blue Chip Partners
Michigan
$378K +$339K +8,780 New
DSC
813
Duncker Streett & Co
Missouri
$377K +$16.2K +420 +5%
WA
814
WBH Advisory
Maryland
$376K -$19.3K -500 -5%
VWM
815
Valley Wealth Managers
New Jersey
$375K +$31.6K +820 +10%
ACP
816
Ashfield Capital Partners
California
$374K
FAM
817
Flaharty Asset Management
Florida
$370K -$33.6K -870 -9%
WPW
818
Waldron Private Wealth
Pennsylvania
$369K +$7.72K +200 +2%
MWM
819
Meridian Wealth Management
Kentucky
$368K +$330K +8,550 New
GLA
820
Great Lakes Advisors
Illinois
$363K +$326K +8,440 New
IP
821
Innovative Portfolios
Indiana
$359K
AAM
822
Auxier Asset Management
Oregon
$359K +$19.3K +500 +6%
JSW
823
Journey Strategic Wealth
New Jersey
$356K +$319K +8,270 New
GC
824
Globeflex Capital
California
$354K
Manulife (Manufacturers Life Insurance)
825
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$353K -$8.3M -214,940 -3%

KLAC Hedge Fund Activity: Q4 2021 in Review

1,118 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q4 2021, worth a combined $55.9B — up 28% from $43.7B a quarter earlier.

Buyers outnumbered sellers: 215 funds opened new KLAC positions and 57 closed out — a net gain of 158 holders — while 404 added to existing stakes and 346 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $540M. The largest seller was Vanguard Group, cutting an estimated $847M.

  • 1,118 institutional investors held KLA (KLAC) as of Q4 2021, up from 975 in Q3 2021.
  • Funds reported $55.9B of KLA stock for Q4 2021, up 28% quarter-over-quarter.
  • 215 funds opened new KLA positions in Q4 2021 and 57 closed out, a net change of +158 holders.
  • The largest KLA buyer in Q4 2021 was T. Rowe Price Associates, an estimated $540M added.
  • The largest KLA seller in Q4 2021 was Vanguard Group, an estimated $847M sold.

Based on aggregated 13F filings for Q4 2021.