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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
FHA
976
First Horizon Advisors
Tennessee
$114K -$2.32K -60 -2%
PPWM
977
PFG Private Wealth Management
Florida
$113K +$101K +2,630 New
VCM
978
Versant Capital Management
Arizona
$111K
NFSG
979
Newbridge Financial Services Group
Florida
$110K
CFA
980
Carroll Financial Associates
North Carolina
$109K +$2.7K +70 +3%
DAC
981
Dividend Assets Capital
South Carolina
$108K
PMFA
982
Plante Moran Financial Advisors
Michigan
$108K +$15.1K +390 +18%
PGAM
983
Princeton Global Asset Management
New Jersey
$101K +$13.5K +350 +18%
LF
984
Lee Financial
Texas
$101K +$83.4K +2,160 +1,271%
FCMA
985
Foresight Capital Management Advisors
Michigan
$100K +$89.9K +2,330 New
BAM
986
Byrne Asset Management
New Jersey
$98K +$88K +2,280 New
CA
987
Clearstead Advisors
Ohio
$97K -$6.56K -170 -7%
GWMI
988
Guardian Wealth Management (Illinois)
Illinois
$97K +$86.8K +2,250 New
HDIM
989
Hanson & Doremus Investment Management
Vermont
$91K
RFA
990
Reilly Financial Advisors
California
$89K
HI
991
Harbour Investments
Wisconsin
$88K -$120K -3,100 -60%
HC
992
Hoese & Co
Minnesota
$86K
CT
993
Cambridge Trust
Massachusetts
$83K +$74.5K +1,930 New
FAG
994
Fortitude Advisory Group
Washington
$83K +$74.5K +1,930 New
NIM
995
NuWave Investment Management
New Jersey
$83K +$74.5K +1,930 New
WPA
996
West Paces Advisors
Georgia
$81.7K -$11.6K -300 -14%
NFG
997
Next Financial Group
Texas
$80K -$14.3K -370 -17%
PCG
998
Private Capital Group
Connecticut
$80K -$3.09K -80 -4%
PFBT
999
Parkside Financial Bank & Trust
Missouri
$80K +$1.16K +30 +2%
BAM
1000
Barrett Asset Management
New York
$79K +$2.32K +60 +3%

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.