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948 hedge funds and large institutions have $42.8B invested in KLA in 2021 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 358 increasing their positions, 321 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 62

12% more repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 321

4% more funds holding

Funds holding: 910948 (+38)

4% less capital invested

Capital invested by funds: $44.4B → $42.8B (-$1.59B)

11.16% less ownership

Funds ownership: 881.52%870.36% (-11%)

21% less call options, than puts

Call options by funds: $379M | Put options by funds: $478M

44% less funds holding in top 10

Funds holding in top 10: 2715 (-12)

Holders
948
Holders Change
+38
Holders Change %
+4.18%
% of All Funds
16.5%
Holding in Top 10
15
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-44.44%
% of All Funds
0.26%
New
112
Increased
358
Reduced
321
Closed
62
Calls
$379M
Puts
$478M
Net Calls
-$98.9M
Net Calls Change
+$50.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
901
Anchor Investment Management
South Carolina
$11.7K
Nisa Investment Advisors
902
Nisa Investment Advisors
Missouri
$11.6K -$562K -17,550 -5%
MPWT
903
MassMutual Private Wealth & Trust
Connecticut
$11K +$6.73K +210 +162%
DWA
904
Delos Wealth Advisors
Texas
$11K +$11.2K +350 New
WB
905
Webster Bank
Connecticut
$10K
SL
906
Savior LLC
Massachusetts
$9K -$8.33K -260 -47%
MA
907
MUFG Americas
New York
$9K
LWCFA
908
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K +$8.65K +270 New
RA
909
Resolute Advisors
California
$9K +$8.65K +270 New
SWA
910
Sutton Wealth Advisors
Florida
$8.11K
FRA
911
Front Row Advisors
California
$8K -$3.85K -120 -32%
FWM
912
Focused Wealth Management
New York
$7K
CLOS
913
Compagnie Lombard Odier SCmA
Switzerland
$7K +$7.37K +230 New
CA
914
Crewe Advisors
Utah
$6K
EWA
915
Evolution Wealth Advisors
Florida
$6K
NC
916
NewSquare Capital
Pennsylvania
$6K
WLPWM
917
Walled Lake Planning & Wealth Management
Illinois
$6K
PCH
918
Polar Capital Holdings
United Kingdom
$5.2K +$5.14M +160,320 New
ACM
919
AUA Capital Management
Pennsylvania
$5K
BFC
920
Bedel Financial Consulting
Indiana
$5K
HI
921
Hudock Inc
Pennsylvania
$5K
ME
922
McIlrath & Eck
Washington
$5K
AW
923
Alaethes Wealth
Nevada
$5K +$4.49K +140 New
TCWA
924
Ten Capital Wealth Advisors
Washington
$5K +$4.49K +140 New
GRP
925
Global Retirement Partners
California
$5K +$4.81K +150 New

KLAC Hedge Fund Activity: Q2 2021 in Review

948 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q2 2021, worth a combined $42.8B — down 3.6% from $44.4B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new KLAC positions and 62 closed out — a net gain of 50 holders — while 358 added to existing stakes and 321 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $166M. The largest seller was Wellington Management Group, cutting an estimated $407M.

  • 948 institutional investors held KLA (KLAC) as of Q2 2021, up from 910 in Q1 2021.
  • Funds reported $42.8B of KLA stock for Q2 2021, down 3.6% quarter-over-quarter.
  • 112 funds opened new KLA positions in Q2 2021 and 62 closed out, a net change of +50 holders.
  • The largest KLA buyer in Q2 2021 was T. Rowe Price Associates, an estimated $166M added.
  • The largest KLA seller in Q2 2021 was Wellington Management Group, an estimated $407M sold.

Based on aggregated 13F filings for Q2 2021.