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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
CM
1151
Capula Management
Cayman Islands
-$163K -4,860 Closed
Walleye Trading
1152
Walleye Trading
New York
-$164K -4,240 Closed
CI
1153
CX Institutional
Indiana
-$129K -3,850 Closed
SOW
1154
State of Wyoming
Wyoming
-$85K -2,530 Closed
CDIA
1155
Capital Directions Investment Advisors
Georgia
-$50K -1,500 Closed
DOA
1156
D'Orazio & Associates
Virginia
-$29K -880 Closed
RCA
1157
Ranch Capital Advisors
Florida
-$30K -880 Closed
LWM
1158
Liberty Wealth Management
California
-$27K -820 Closed
KIG
1159
Kowal Investment Group
Wisconsin
-$23K -680 Closed
TFS
1160
TrustCore Financial Services
Tennessee
-$13K -400 Closed
GRP
1161
Global Retirement Partners
California
-$13K -390 Closed
NICM
1162
Neo Ivy Capital Management
New York
-$7K -380 Closed
RTL
1163
Red Tortoise LLC
Georgia
-$11K -380 Closed
RA
1164
Resolute Advisors
California
-$9K -270 Closed
CPC
1165
Consolidated Planning Corp
Georgia
-$7K -210 Closed
EWA
1166
Evolution Wealth Advisors
Florida
-$7K -200 Closed
CA
1167
Crewe Advisors
Utah
-$6K -190 Closed
WLPWM
1168
Walled Lake Planning & Wealth Management
Illinois
-$6K -190 Closed
HI
1169
Hudock Inc
Pennsylvania
-$5K -170 Closed
BC
1170
Bartlett & Co
Ohio
-$4K -130 Closed
BCWM
1171
Bartlett & Co Wealth Management
Ohio
-$4.35K -130 Closed
PWA
1172
Phoenix Wealth Advisors
North Carolina
-$4K -110 Closed
CI
1173
Cordant Inc
Oregon
-$2K -70 Closed
MA
1174
MCF Advisors
Kentucky
-$1K -30 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.