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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
LWA
1101
Lenox Wealth Advisors
New York
$2K +$1.16K +30 +300%
AAP
1102
Arax Advisory Partners
Colorado
$2K +$1.93K +50 New
MBFW
1103
Morton Brown Family Wealth
Pennsylvania
$2K +$1.93K +50 New
TSWM
1104
Tyler-Stone Wealth Management
Ohio
$2K +$1.93K +50 New
GEA
1105
Glen Eagle Advisors
New Jersey
$1.72K +$1.54K +40 New
GFPC
1106
Global Financial Private Client
Florida
$1.29K
UFF
1107
USA Financial Formulas
Michigan
$1K
IRC
1108
Investors Research Corp
Georgia
$1K +$772 +20 New
BA
1109
Bivin & Associates
Oklahoma
$1K +$1.16K +30 New
CSWM
1110
Cassady Schiller Wealth Management
Ohio
$1K +$1.16K +30 New
CCA
1111
Column Capital Advisors
Indiana
$1K +$1.16K +30 New
HGWM
1112
Harvest Group Wealth Management
Massachusetts
$1K +$1.16K +30 New
CFCI
1113
Comprehensive Financial Consultants Institutional
Indiana
$1K +$1.93K +50 New
RTC
1114
Riverview Trust Company
Washington
$671 -$100K -2,600 -14%
WA
1115
WestEnd Advisors
North Carolina
$430 +$386 +10 New
WIM
1116
Westside Investment Management
California
$48
CP
1117
Castleview Partners
Texas
$22 +$3.65M +94,620 New
Point72 Asset Management
1118
Point72 Asset Management
Connecticut
-$56.8M -1,698,840 Closed
YCMGA
1119
York Capital Management Global Advisors
New York
-$24.8M -740,890 Closed
ACI
1120
AMP Capital Investors
Australia
-$20.8M -620,340 Closed
LCM
1121
Laurion Capital Management
New York
-$17.5M -453,120 Closed
Two Sigma Advisers
1122
Two Sigma Advisers
New York
-$14.5M -434,250 Closed
OPFM
1123
Optimus Prime Fund Management
Cayman Islands
-$13.4M -400,000 Closed
MSE
1124
MUFG Securities EMEA
United Kingdom
-$11M -330,000 Closed
PHK
1125
Point72 Hong Kong
Hong Kong
-$4.41M -114,380 Closed

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.