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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
QPW
951
Quantum Private Wealth
Florida
$205K +$184K +4,770 New
OPA
952
Old Port Advisors
Maine
$203K +$181K +4,690 New
MCWA
953
Meadow Creek Wealth Advisors
Georgia
$203K +$183K +4,730 New
BAAM
954
Baker Avenue Asset Management
California
$202K +$181K +4,700 New
FEM
955
Fulcrum Equity Management
Texas
$201K +$180K +4,670 New
MGIM
956
M&G Investment Management
United Kingdom
$183K -$1.38M -35,720 -0.8%
PCH
957
Polar Capital Holdings
United Kingdom
$182K +$108M +2,793,840 +193%
PCMC
958
Paragon Capital Management (Colorado)
Colorado
$182K +$163K +4,220 New
GWSG
959
GPS Wealth Strategies Group
Colorado
$181K +$386 +10 +0.2%
UCB
960
United Community Bank
South Carolina
$176K +$158K +4,100 New
CB
961
Community Bank
New York
$176K
CMBA
962
C.M. Bidwell & Associates
Hawaii
$174K -$9.26K -240 -6%
WOC
963
West Oak Capital
California
$172K
C
964
Covestor
United Kingdom
$153K +$137K +3,550 New
CWS
965
Confluence Wealth Services
Pennsylvania
$153K +$138K +3,570 New
CA
966
CoreCap Advisors
Michigan
$151K +$136K +3,520 New
AIM
967
Anchor Investment Management
South Carolina
$142K +$114K +2,950 +819%
CWP
968
Concord Wealth Partners
Virginia
$132K +$56K +1,450 +90%
KFS
969
Kelly Financial Services
Massachusetts
$130K
CAL
970
Capital Advisors Ltd
Ohio
$130K +$772 +20 +0.7%
MA
971
Montag & Associates
Georgia
$129K +$89.5K +2,320 +346%
FF
972
FourThought Financial
Florida
$124K +$43.2K +1,120 +63%
GTAM
973
Global Trust Asset Management
Florida
$123K +$108K +2,800 +4,667%
FFA
974
Freedman Financial Associates
Massachusetts
$121K
SQA
975
Simon Quick Advisors
New Jersey
$119K -$28.2K -730 -21%

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.