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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
JGIA
851
Jackson Grant Investment Advisers
Connecticut
$19K +$17.8K +590 New
SL
852
Savior LLC
Massachusetts
$18K
TFO
853
Tarbox Family Office
California
$18K
BWM
854
Baystate Wealth Management
Massachusetts
$18K +$301 +10 +2%
ECM
855
Estabrook Capital Management
New York
$14.5K
AIC
856
Ameritas Investment Company
Nebraska
$13.2K +$12.1K +400 New
FRA
857
Front Row Advisors
California
$13K -$1.81K -60 -14%
BAM
858
Barrett Asset Management
New York
$13K
TFS
859
TrustCore Financial Services
Tennessee
$13K
AWA
860
Arkadios Wealth Advisors
Georgia
$13K +$12.4K +410 New
FP
861
Financial Perspectives
Minnesota
$13K +$1.32M +43,970 +33,823%
Nisa Investment Advisors
862
Nisa Investment Advisors
Missouri
$12.4K -$1.99M -66,000 -15%
AIM
863
Anchor Investment Management
South Carolina
$11.9K
WB
864
Webster Bank
Connecticut
$10K
MA
865
MUFG Americas
New York
$9K -$1.81K -60 -18%
MWP
866
Meridian Wealth Partners
Pennsylvania
$9K +$7.53K +250 New
SWA
867
Sutton Wealth Advisors
Florida
$8.26K
AS
868
Altshuler Shaham
Israel
$8K -$1.51K -50 -18%
WAM
869
Wolverine Asset Management
Illinois
$8K +$7.53K +250 New
FGAM
870
Financial Gravity Asset Management
Texas
$7.88K +$1.21K +40 +20%
EWA
871
Evolution Wealth Advisors
Florida
$7K
FWM
872
Focused Wealth Management
New York
$7K
NC
873
NewSquare Capital
Pennsylvania
$7K
CA
874
Crewe Advisors
Utah
$6K
WLPWM
875
Walled Lake Planning & Wealth Management
Illinois
$6K

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.