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754 hedge funds and large institutions have $27B invested in KLA in 2020 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 276 increasing their positions, 285 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 78

1% more funds holding

Funds holding: 749754 (+5)

2% less capital invested

Capital invested by funds: $27.5B → $27B (-$474M)

3% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 285

15% less call options, than puts

Call options by funds: $252M | Put options by funds: $295M

17.95% less ownership

Funds ownership: 917.51%899.57% (-18%)

73% less funds holding in top 10

Funds holding in top 10: 113 (-8)

Holders
754
Holders Change
+5
Holders Change %
+0.67%
% of All Funds
15.21%
Holding in Top 10
3
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-72.73%
% of All Funds
0.06%
New
86
Increased
276
Reduced
285
Closed
78
Calls
$252M
Puts
$295M
Net Calls
-$43.1M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
76
Principal Financial Group
Iowa
$44.1M -$2.82M -142,540 -6%
PI
77
PGGM Investments
Netherlands
$43.5M +$9.38M +474,620 +27%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$42.7M -$151K -7,660 -0.3%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$42.5M +$1.34M +67,680 +3%
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$41.1M +$717K +36,260 +2%
Renaissance Technologies
81
Renaissance Technologies
New York
$40.9M +$41.7M +2,111,090 New
Canada Life
82
Canada Life
Manitoba, Canada
$40.2M +$3.51M +177,660 +9%
CPC
83
Cookson Peirce & Co
Pennsylvania
$39.8M +$4.69M +237,170 +13%
Truist Financial
84
Truist Financial
North Carolina
$37.6M +$1.57M +79,330 +4%
BGC
85
Beutel, Goodman & Co
Ontario, Canada
$37.6M -$17.5M -883,870 -31%
Ninety One (UK)
86
Ninety One (UK)
United Kingdom
$37.2M +$37.9M +1,920,330 New
GT
87
Glenmede Trust
Pennsylvania
$36.2M -$7.43M -375,910 -17%
PAM
88
Panagora Asset Management
Massachusetts
$36.1M -$5.33M -269,870 -13%
Schroder Investment Management Group
89
Schroder Investment Management Group
United Kingdom
$35.6M +$13.5M +681,900 +58%
UBS Group
90
UBS Group
Switzerland
$34.3M -$5.61M -283,790 -14%
Royal London Asset Management
91
Royal London Asset Management
United Kingdom
$32.4M +$2.22M +112,340 +7%
Adage Capital Partners
92
Adage Capital Partners
Massachusetts
$32.3M -$7.47M -378,000 -18%
VOYA Investment Management
93
VOYA Investment Management
Georgia
$30.2M +$7.17M +363,010 +30%
ProShare Advisors
94
ProShare Advisors
Maryland
$29.8M +$4.19M +211,790 +16%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$29.5M +$659K +33,360 +2%
Massachusetts Financial Services
96
Massachusetts Financial Services
Massachusetts
$29.4M +$3.83M +193,800 +15%
Neuberger Berman Group
97
Neuberger Berman Group
New York
$29M +$245K +12,420 +0.8%
American Century Companies
98
American Century Companies
Missouri
$28M +$8.67M +438,940 +44%
TRSOTSOK
99
Teachers Retirement System of the State of Kentucky
Kentucky
$28M +$13.3M +670,690 +87%
Holocene Advisors
100
Holocene Advisors
New York
$27.9M +$28.4M +1,438,590 New

KLAC Hedge Fund Activity: Q3 2020 in Review

754 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q3 2020, worth a combined $27B — down 1.7% from $27.5B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new KLAC positions and 78 closed out — a net gain of 8 holders — while 276 added to existing stakes and 285 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $282M. The largest seller was Wellington Management Group, cutting an estimated $528M.

  • 754 institutional investors held KLA (KLAC) as of Q3 2020, up from 749 in Q2 2020.
  • Funds reported $27B of KLA stock for Q3 2020, down 1.7% quarter-over-quarter.
  • 86 funds opened new KLA positions in Q3 2020 and 78 closed out, a net change of +8 holders.
  • The largest KLA buyer in Q3 2020 was Fidelity Investments, an estimated $282M added.
  • The largest KLA seller in Q3 2020 was Wellington Management Group, an estimated $528M sold.

Based on aggregated 13F filings for Q3 2020.