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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
FCA
1001
FinTrust Capital Advisors
South Carolina
$75K +$67.2K +1,740 New
IBOK
1002
Independence Bank of Kentucky
Kentucky
$73K
SFM
1003
Signet Financial Management
New Jersey
$72K +$64.4K +1,670 New
MCM
1004
MV Capital Management
Maryland
$70K +$2.7K +70 +4%
HFM
1005
Hartford Financial Management
Connecticut
$70K +$3.09K +80 +5%
PWMG
1006
Prestige Wealth Management Group
New Jersey
$70K +$11.2K +290 +22%
SCA
1007
Stonebridge Capital Advisors
Minnesota
$69K
BWM
1008
BerganKDV Wealth Management
Minnesota
$68K
WBC
1009
West Branch Capital
Massachusetts
$60K +$54K +1,400 New
EDRH
1010
Edmond de Rothschild Holding
Switzerland
$59K +$53.3K +1,380 New
VRS
1011
Virginia Retirement Systems
Virginia
$57.1K +$21.2M +550,000 +71%
LFG
1012
Larson Financial Group
Missouri
$56K +$12.3K +320 +33%
SN
1013
Sittner & Nelson
Oregon
$55K
PB
1014
Pinnacle Bancorp
Nebraska
$54K
PSB
1015
Piscataqua Savings Bank
New Hampshire
$53K -$3.86K -100 -8%
SC
1016
Seldon Capital
California
$48K +$43.2K +1,120 New
MUMSS
1017
Mitsubishi UFJ Morgan Stanley Securities
Japan
$47K -$46.3K -1,200 -52%
EWA
1018
EverSource Wealth Advisors
Alabama
$47K +$42.1K +1,090 New
TWA
1019
TCI Wealth Advisors
Arizona
$45K
DFCM
1020
Dark Forest Capital Management
Puerto Rico
$43K -$27.8K -720 -42%
HPC
1021
HM Payson & Co
Maine
$43K -$13.5K -350 -26%
PG
1022
Proffitt & Goodson
Tennessee
$43K
EWM
1023
Evermay Wealth Management
Virginia
$43K +$38.6K +1,000 New
SWM
1024
Selective Wealth Management
Virginia
$43K +$38.6K +1,000 New
SFA
1025
Semmax Financial Advisors
North Carolina
$41K

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.