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KLA
KLAC

1,089 hedge funds and large institutions have $47.6B invested in KLA in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 437 increasing their positions, 376 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 437 | Existing positions reduced: 376

3% less funds holding

Funds holding: 1,118 → 1,089 (-29)

3.86% less ownership

Funds ownership: 874.4% → 870.54% (-3.9%)

12% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 122

13% less call options, than puts

Call options by funds: $331M | Put options by funds: $380M

15% less capital invested

Capital invested by funds: $55.9B → $47.6B (-$8.37B)

32% less funds holding in top 10

Funds holding in top 10: 41 → 28 (-13)

Holders
1,089
Holders Change
-29
Holders Change %
-2.59%
% of All Funds
17.18%
Holding in Top 10
28
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-31.71%
% of All Funds
0.44%
New
107
Increased
437
Reduced
376
Closed
122
Calls
$331M
Puts
$380M
Net Calls
-$48.7M
Net Calls Change
+$17.8M

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$194M
2
CVA
Ceredex Value Advisors
Florida
+$177M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$162M
4
Amundi
Amundi
France
+$149M
5
Goldman Sachs
Goldman Sachs
New York
+$147M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$256M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$243M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$215M
4
Holocene Advisors
Holocene Advisors
New York
-$173M
5
Primecap Management
Primecap Management
California
-$150M
Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1201
NewSquare Capital
Pennsylvania
– -$9K -200 Closed
AIM
1202
AHL Investment Management
Florida
– -$8K -180 Closed
CF
1203
Concorde Financial
Texas
– -$5K -110 Closed
TCWM
1204
Total Clarity Wealth Management
Illinois
– -$5K -110 Closed
EBA
1205
Eagle Bay Advisors
New York
– -$5K -100 Closed
CFCI
1206
Comprehensive Financial Consultants Institutional
Indiana
– -$1K -50 Closed
MBFW
1207
Morton Brown Family Wealth
Pennsylvania
– -$2K -50 Closed
TSWM
1208
Tyler-Stone Wealth Management
Ohio
– -$2K -50 Closed
CSWM
1209
Cassady Schiller Wealth Management
Ohio
– -$1K -30 Closed
CCA
1210
Column Capital Advisors
Indiana
– -$1K -30 Closed
MAM
1211
Marquette Asset Management
Minnesota
– +$374 +10 New
CIAS
1212
CFS Investment Advisory Services
New Jersey
– +$31.1M +830,960 New
45 46 47 48
49

KLAC Hedge Fund Activity: Q1 2022 in Review

1,089 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2022, worth a combined $47.6B — down 15% from $55.9B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of KLAC and 107 opened new positions — a net loss of 15 holders — while 376 trimmed existing stakes and 437 added.

The largest buyer was First Trust Advisors, adding an estimated $194M. The largest seller was T. Rowe Price Associates, cutting an estimated $256M.

  • 1,089 institutional investors held KLA (KLAC) as of Q1 2022, down from 1,118 in Q4 2021.
  • Funds reported $47.6B of KLA stock for Q1 2022, down 15% quarter-over-quarter.
  • 107 funds opened new KLA positions in Q1 2022 and 122 closed out, a net change of -15 holders.
  • The largest KLA buyer in Q1 2022 was First Trust Advisors, an estimated $194M added.
  • The largest KLA seller in Q1 2022 was T. Rowe Price Associates, an estimated $256M sold.

Based on aggregated 13F filings for Q1 2022.