We are live on ! Find out more

754 hedge funds and large institutions have $27B invested in KLA in 2020 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 276 increasing their positions, 285 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 78

1% more funds holding

Funds holding: 749754 (+5)

2% less capital invested

Capital invested by funds: $27.5B → $27B (-$474M)

3% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 285

15% less call options, than puts

Call options by funds: $252M | Put options by funds: $295M

17.95% less ownership

Funds ownership: 917.51%899.57% (-18%)

73% less funds holding in top 10

Funds holding in top 10: 113 (-8)

Holders
754
Holders Change
+5
Holders Change %
+0.67%
% of All Funds
15.21%
Holding in Top 10
3
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-72.73%
% of All Funds
0.06%
New
86
Increased
276
Reduced
285
Closed
78
Calls
$252M
Puts
$295M
Net Calls
-$43.1M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
151
Commerce Bank
Missouri
$11.1M +$2.27M +114,620 +25%
Treasurer of the State of North Carolina
152
Treasurer of the State of North Carolina
North Carolina
$11M -$9.88K -500 -0.1%
TIA
153
Traphagen Investment Advisors
New Jersey
$10.7M +$43.6M +2,206,720 New
US Bancorp
154
US Bancorp
Minnesota
$10.7M -$305K -15,450 -3%
TU
155
TDAM USA
Ontario, Canada
$10.7M +$517K +26,170 +5%
GF
156
Gabelli Funds
New York
$10.7M
Canada Pension Plan Investment Board
157
Canada Pension Plan Investment Board
Ontario, Canada
$10.5M +$8.96M +453,350 +521%
Brown Advisory
158
Brown Advisory
Maryland
$10.3M +$1.92M +97,200 +22%
FAF
159
Fjarde Ap-fonden
Sweden
$9.98M -$336K -17,000 -3%
CWM
160
CIBC World Markets
New York
$9.78M +$2.25M +113,850 +29%
Aviva
161
Aviva
United Kingdom
$9.7M -$9.46M -478,630 -49%
JMPWA
162
JP Morgan Private Wealth Advisors
California
$9.68M +$5.75M +290,720 +139%
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$9.46M -$376K -19,010 -4%
Nomura Asset Management
164
Nomura Asset Management
Japan
$9.36M -$5.19M -262,460 -35%
Stifel Financial
165
Stifel Financial
Missouri
$9.28M +$337K +17,050 +4%
SEI Investments
166
SEI Investments
Pennsylvania
$9.23M -$1.96M -99,380 -17%
Natixis Advisors
167
Natixis Advisors
Massachusetts
$9.17M +$685K +34,660 +8%
ASRS
168
Arizona State Retirement System
Arizona
$9.14M +$2.04M +103,270 +28%
WBC
169
Westpac Banking Corp
Australia
$9.13M -$4.74M -240,080 -34%
FWIA
170
Fort Washington Investment Advisors
Ohio
$8.78M +$75.9K +3,840 +0.9%
EWA
171
Exencial Wealth Advisors
Oklahoma
$8.74M +$8.91M +450,940 New
RJFSA
172
Raymond James Financial Services Advisors
Florida
$8.58M +$4.39M +222,140 +101%
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$8.52M +$24.7K +1,250 +0.3%
State of Tennessee, Department of Treasury
174
State of Tennessee, Department of Treasury
Tennessee
$8.3M -$4.06M -205,370 -32%
AA
175
Apriem Advisors
California
$8.09M +$15.6K +790 +0.2%

KLAC Hedge Fund Activity: Q3 2020 in Review

754 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q3 2020, worth a combined $27B — down 1.7% from $27.5B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new KLAC positions and 78 closed out — a net gain of 8 holders — while 276 added to existing stakes and 285 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $282M. The largest seller was Wellington Management Group, cutting an estimated $528M.

  • 754 institutional investors held KLA (KLAC) as of Q3 2020, up from 749 in Q2 2020.
  • Funds reported $27B of KLA stock for Q3 2020, down 1.7% quarter-over-quarter.
  • 86 funds opened new KLA positions in Q3 2020 and 78 closed out, a net change of +8 holders.
  • The largest KLA buyer in Q3 2020 was Fidelity Investments, an estimated $282M added.
  • The largest KLA seller in Q3 2020 was Wellington Management Group, an estimated $528M sold.

Based on aggregated 13F filings for Q3 2020.