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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
CFGS
826
Concourse Financial Group Securities
Alabama
$353K +$30.5K +790 +11%
Carson Wealth (CWM LLC)
827
Carson Wealth (CWM LLC)
Nebraska
$353K +$316K +8,200 New
BFPW
828
BOK Financial Private Wealth
Colorado
$352K +$66K +1,710 +26%
Walleye Capital
829
Walleye Capital
New York
$351K -$2.82M -73,120 -90%
PVH
830
Psagot Value Holdings
Israel
$349K
SI
831
Shaker Investments
Ohio
$348K
EWM
832
Evercore Wealth Management
New York
$347K
CAIMH
833
Central Asset Investments & Management Holdings
Hong Kong
$346K
BDF
834
Balasa Dinverno & Foltz
$346K +$7.33K +190 +2%
VBCG
835
Valley Brook Capital Group
Pennsylvania
$344K
LJAC
836
L.J. Altfest & Co
New York
$340K -$20.1K -520 -6%
QT
837
Quantamental Technologies
New York
$340K +$305K +7,900 New
MCA
838
MSH Capital Advisors
Arizona
$330K +$296K +7,680 New
SC
839
Savant Capital
Illinois
$330K +$22K +570 +8%
OFS
840
OneAscent Financial Services
Alabama
$328K +$294K +7,630 New
FP
841
Foundry Partners
Minnesota
$326K -$89.1K -2,310 -23%
VFA
842
Values First Advisors
Tennessee
$325K +$292K +7,560 New
LCC
843
Lincoln Capital Corp
Rhode Island
$324K +$23.5K +610 +9%
SICM
844
Sustainable Insight Capital Management
New York
$324K +$291K +7,530 New
MAM
845
McLean Asset Management
Virginia
$323K
MYIA
846
Mount Yale Investment Advisors
Colorado
$322K -$21.2K -550 -7%
CBT
847
Central Bank & Trust
Kentucky
$319K +$71.4K +1,850 +33%
IC
848
Intersect Capital
California
$315K +$282K +7,320 New
GA
849
GraniteShares Advisors
New York
$314K +$282K +7,310 New
BAM
850
Berkshire Asset Management
Pennsylvania
$312K

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.