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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
ACM
876
AUA Capital Management
Pennsylvania
$5K
BFC
877
Bedel Financial Consulting
Indiana
$5K
HI
878
Hudock Inc
Pennsylvania
$5K
ME
879
McIlrath & Eck
Washington
$5K +$4.82K +160 New
DWA
880
Dorsey Wright & Associates
California
$4.34K +$54.5K +1,810 +1%
BCWM
881
Bartlett & Co Wealth Management
Ohio
$4.29K
MPWT
882
MassMutual Private Wealth & Trust
Connecticut
$4K -$76.5K -2,540 -95%
PFGIA
883
Patriot Financial Group Insurance Agency
Massachusetts
$4K -$31.3K -1,040 -89%
BC
884
Bartlett & Co
Ohio
$4K
CWC
885
Carolinas Wealth Consulting
North Carolina
$4K
MLFP
886
MPS Loria Financial Planners
Illinois
$4K
PWA
887
Phoenix Wealth Advisors
North Carolina
$4K +$3.31K +110 New
TSW
888
Thompson Siegel & Walmsley
Virginia
$4K +$3.31K +110 New
TCWM
889
Total Clarity Wealth Management
Illinois
$4K +$3.31K +110 New
PWMG
890
Prestige Wealth Management Group
New Jersey
$3K -$3.31K -110 -55%
CWM
891
Cranbrook Wealth Management
Michigan
$3K
EI
892
Ellevest Inc
New York
$3K
SFO
893
Standard Family Office
South Dakota
$3K
FMP
894
Financial Management Professionals
Texas
$3K +$3.01K +100 New
HR
895
Howe & Rusling
New York
$2K -$301 -10 -14%
TFA
896
Transamerica Financial Advisors
Florida
$2K -$301 -10 -17%
GTAM
897
Global Trust Asset Management
Florida
$2K
MFT
898
Moisand Fitzgerald Tamayo
Florida
$2K
TFA
899
Toth Financial Advisory
Virginia
$2K
MCM
900
MV Capital Management
Maryland
$2K +$1.81K +60 New

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.