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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
AW
1076
Alaethes Wealth
Nevada
$6K
ACM
1077
AUA Capital Management
Pennsylvania
$6K
BFC
1078
Bedel Financial Consulting
Indiana
$6K
LPWM
1079
Lake Point Wealth Management
Texas
$6K
TCWA
1080
Ten Capital Wealth Advisors
Washington
$6K
SC
1081
Sierra Capital
Florida
$6K +$5.79K +150 New
FP
1082
Financial Perspectives
Minnesota
$5.79K
EBA
1083
Eagle Bay Advisors
New York
$5K -$8.1K -210 -68%
CWC
1084
Carolinas Wealth Consulting
North Carolina
$5K
TCWM
1085
Total Clarity Wealth Management
Illinois
$5K
CF
1086
Concorde Financial
Texas
$5K +$4.25K +110 New
ZIG
1087
Zullo Investment Group
Pennsylvania
$5K +$4.63K +120 New
CWM
1088
Cranbrook Wealth Management
Michigan
$4K
CAC
1089
Core Alternative Capital
Georgia
$4K +$3.86K +100 New
SC
1090
Schubert & Co
Texas
$4K +$3.86K +100 New
HVM
1091
Harvest Volatility Management
Connecticut
$3.98K +$856K +22,170 +32%
MCM
1092
Manchester Capital Management
Vermont
$3K
SWA
1093
SOA Wealth Advisors
New York
$3K
TFA
1094
Toth Financial Advisory
Virginia
$3K
FBT
1095
First Bank & Trust
South Dakota
$3K +$2.32K +60 New
AWM
1096
Avior Wealth Management
Nebraska
$2K
CTB
1097
Country Trust Bank
Illinois
$2K
HR
1098
Howe & Rusling
New York
$2K
MFT
1099
Moisand Fitzgerald Tamayo
Florida
$2K
SIS
1100
Sound Income Strategies
Florida
$2K

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.