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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
SFG
926
StrategIQ Financial Group
Indiana
$228K +$205K +5,300 New
BPA
927
Beacon Pointe Advisors
California
$227K -$120K -3,110 -37%
RFC
928
Regions Financial Corp
Alabama
$227K +$204K +5,280 New
AAS
929
Avantax Advisory Services
Texas
$225K +$201K +5,210 New
CFG
930
Citizens Financial Group
Rhode Island
$222K +$199K +5,160 New
DCM
931
Driehaus Capital Management
Illinois
$221K +$198K +5,130 New
EWM
932
Empirical Wealth Management
Washington
$220K +$197K +5,110 New
MCM
933
MAI Capital Management
Ohio
$218K +$196K +5,070 New
ER
934
Enlightenment Research
Florida
$215K -$232K -6,000 -55%
BWG
935
Beta Wealth Group
California
$215K
CPA
936
Court Place Advisors
Maryland
$215K +$193K +5,000 New
IPW
937
Inlet Private Wealth
Florida
$215K +$193K +5,000 New
LCM
938
Lewis Capital Management
California
$215K +$193K +5,000 New
PWSG
939
Pacific Wealth Strategies Group
California
$215K +$193K +5,000 New
YIH
940
Y-Intercept (HK)
Hong Kong
$214K -$785K -20,350 -80%
CIC
941
Cornercap Investment Counsel
Georgia
$213K -$103K -2,660 -35%
NIMI
942
Natixis Investment Managers International
France
$210K -$13.1K -340 -7%
DLA
943
Douglas Lane & Associates
New York
$209K +$187K +4,850 New
CBA
944
Coastal Bridge Advisors
Connecticut
$209K +$188K +4,860 New
MWM
945
Mission Wealth Management
California
$208K +$186K +4,830 New
CBT
946
Capital Bank & Trust
California
$207K +$186K +4,810 New
VAM
947
Verity Asset Management
North Carolina
$206K +$184K +4,780 New
BAM
948
Bellevue Asset Management
Washington
$205K -$9.65K -250 -5%
TAM
949
Trillium Asset Management
Massachusetts
$205K +$184K +4,760 New
CAM
950
Claret Asset Management
Quebec, Canada
$205K +$184K +4,770 New

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.