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KLA
KLAC

848 hedge funds and large institutions have $35.6B invested in KLA in 2020 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 273 increasing their positions, 311 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more funds holding in top 10

Funds holding in top 10: 3 → 11 (+8)

204% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 49

32% more capital invested

Capital invested by funds: $27B → $35.6B (+$8.59B)

12% more funds holding

Funds holding: 754 → 848 (+94)

12% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 311

16.78% less ownership

Funds ownership: 899.57% → 882.78% (-17%)

20% less call options, than puts

Call options by funds: $266M | Put options by funds: $333M

Holders
848
Holders Change
+94
Holders Change %
+12.47%
% of All Funds
15.01%
Holding in Top 10
11
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+266.67%
% of All Funds
0.19%
New
149
Increased
273
Reduced
311
Closed
49
Calls
$266M
Puts
$333M
Net Calls
-$67.2M
Net Calls Change
-$24.1M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$418M
2
Morgan Stanley
Morgan Stanley
New York
+$76M
3
N
Nuveen
North Carolina
+$59.2M
4
Wells Fargo
Wells Fargo
California
+$52.8M
5
KBC Group
KBC Group
Belgium
+$47.3M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$182M
2
Capital International Investors
Capital International Investors
California
-$139M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$97.1M
4
Alkeon Capital Management
Alkeon Capital Management
New York
-$90.4M
5
JP Morgan Chase
JP Morgan Chase
New York
-$85.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
826
Bartlett & Co
Ohio
$3K +$3.03K +130 New
EI
827
Ellevest Inc
New York
$2K -$699 -30 -25%
HR
828
Howe & Rusling
New York
$2K -$466 -20 -22%
TFA
829
Transamerica Financial Advisors
Florida
$2K -$233 -10 -14%
GTAM
830
Global Trust Asset Management
Florida
$2K – – –
TFA
831
Toth Financial Advisory
Virginia
$2K – – –
MCM
832
Manchester Capital Management
Vermont
$2K +$932 +40 +133%
IWP
833
IAG Wealth Partners
Wisconsin
$2K +$1.63K +70 New
NG
834
NWK Group
California
$2K +$1.86K +80 New
SFO
835
Standard Family Office
South Dakota
$2K +$2.1K +90 New
AWM
836
Avior Wealth Management
Nebraska
$1K – – –
EWM
837
Endurance Wealth Management
Rhode Island
$1K – – –
MFT
838
Moisand Fitzgerald Tamayo
Florida
$1K – – –
SIS
839
Sound Income Strategies
Florida
$1K – – –
Kayne Anderson Rudnick Investment Management
840
Kayne Anderson Rudnick Investment Management
California
$1K +$699 +30 New
RA
841
Resolute Advisors
California
$1K +$699 +30 New
BSSFA
842
Baron Silver Stevens Financial Advisors
Florida
$1K +$932 +40 New
SIAG
843
Safeguard Investment Advisory Group
California
$1K +$1.17K +50 New
GFPC
844
Global Financial Private Client
Florida
$777 +$699 +30 New
AIM
845
Axiom Investment Management
New York
$261 +$60.4K +2,590 New
WOSD
846
WFA of San Diego
California
$258 +$23.3K +1,000 New
WIM
847
Westside Investment Management
California
$29 – – –
TI
848
tru Independence
Oregon
$1 +$699 +30 New
Capital Fund Management (CFM)
849
Capital Fund Management (CFM)
France
– -$6.74M -347,900 Closed
EP
850
Edgestream Partners
New Jersey
– -$6.48M -334,420 Closed
32 33
34
35 36

KLAC Hedge Fund Activity: Q4 2020 in Review

848 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q4 2020, worth a combined $35.6B — up 32% from $27B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new KLAC positions and 49 closed out — a net gain of 100 holders — while 273 added to existing stakes and 311 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $418M. The largest seller was Wellington Management Group, cutting an estimated $182M.

  • 848 institutional investors held KLA (KLAC) as of Q4 2020, up from 754 in Q3 2020.
  • Funds reported $35.6B of KLA stock for Q4 2020, up 32% quarter-over-quarter.
  • 149 funds opened new KLA positions in Q4 2020 and 49 closed out, a net change of +100 holders.
  • The largest KLA buyer in Q4 2020 was T. Rowe Price Associates, an estimated $418M added.
  • The largest KLA seller in Q4 2020 was Wellington Management Group, an estimated $182M sold.

Based on aggregated 13F filings for Q4 2020.