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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
MPWT
1026
MassMutual Private Wealth & Trust
Connecticut
$40K +$22.8K +590 +174%
EW
1027
Evoke Wealth
California
$38K
DWA
1028
Delos Wealth Advisors
Texas
$38K +$20.8K +540 +154%
BFEC
1029
Benjamin F. Edwards & Company
Missouri
$36K
FMII
1030
Farmers & Merchants Investments Inc
Nebraska
$35K -$1.16K -30 -4%
TFP
1031
Tilia Fiduciary Partners
North Carolina
$34K +$30.9K +800 New
CB
1032
CNB Bank
Pennsylvania
$33K -$37.8K -980 -56%
AF
1033
Advisornet Financial
Minnesota
$32K +$3.09K +80 +12%
AWA
1034
Amplius Wealth Advisors
Pennsylvania
$30K +$27K +700 New
EARNEST Partners
1035
EARNEST Partners
Georgia
$29K
GAM
1036
Gemmer Asset Management
California
$28K
JGIA
1037
Jackson Grant Investment Advisers
Connecticut
$28K
CAL
1038
Capital Analysts LLC
Pennsylvania
$28K +$5.79K +150 +29%
BIA
1039
Bell Investment Advisors
California
$26K -$1.16K -30 -5%
GCM
1040
Gables Capital Management
Florida
$26K
KFI
1041
Key Financial Inc
Pennsylvania
$25K
KFP
1042
KB Financial Partners
New Jersey
$25K +$22.4K +580 New
CCM
1043
Cribstone Capital Management
Maine
$24K
GI
1044
Gradient Investments
Minnesota
$24K
BWM
1045
Baystate Wealth Management
Massachusetts
$23K
TFO
1046
Tarbox Family Office
California
$23K
JWM
1047
Janiczek Wealth Management
Colorado
$22K -$7.72K -200 -28%
TWM
1048
Tradition Wealth Management
Minnesota
$22K +$386 +10 +2%
WTA
1049
Washington Trust Advisors
Massachusetts
$22K +$19.3K +500 New
AWM
1050
Atticus Wealth Management
Florida
$21K -$42.1K -1,090 -69%

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.