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KLA
KLAC

Overview Fund Activity

744 hedge funds and large institutions have $27.4B invested in KLA in 2020 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 227 increasing their positions, 299 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
744
Holders Change
+47
Holders Change %
+6.74%
% of All Funds
15.29%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.23%
New
115
Increased
227
Reduced
299
Closed
63
Calls
$175M
Puts
$187M
Net Calls
-$12M
Net Calls Change
+$3.43M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$218M
2
Alkeon Capital Management
Alkeon Capital Management
New York
+$177M
3
Ameriprise
Ameriprise
Minnesota
+$117M
4
Capital International Investors
Capital International Investors
California
+$104M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$95.6M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$164M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$121M
3
Charles Schwab
Charles Schwab
California
-$113M
4
Fidelity International
Fidelity International
Bermuda
-$111M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$71.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLPIM
401
F.L. Putnam Investment Management
Massachusetts
$966K +$247K +1,272 +34%
KWM
402
Kingsview Wealth Management
Oregon
$964K +$417K +2,147 +76%
WCA
403
Westover Capital Advisors
Delaware
$957K +$457K +2,350 +91%
KWA
404
KCS Wealth Advisory
California
$948K -$5.64K -29 -0.6%
RWA
405
Ropes Wealth Advisors
Massachusetts
$931K +$83.6K +430 +10%
Kovitz Investment Group Partners
406
Kovitz Investment Group Partners
Illinois
$929K -$547K -2,811 -37%
CM
407
Castleark Management
Illinois
$926K +$290K +1,490 +46%
AP
408
Advisor Partners
California
$924K +$972 +5 +0.1%
MML Investors Services
409
MML Investors Services
Massachusetts
$918K +$107K +549 +13%
PAMG
410
Patton Albertson Miller Group
Tennessee
$916K -$42.8K -220 -4%
WAM
411
World Asset Management
Michigan
$911K -$495K -2,545 -35%
AIL
412
AGF Investments LLC
Ontario, Canada
$911K -$48K -247 -5%
SA
413
Shilanski & Associates
Alaska
$904K +$904K +4,647 New
BOS
414
Bank of Stockton
California
$881K +$881K +4,532 New
Luther King Capital Management (LKCM)
415
Luther King Capital Management (LKCM)
Texas
$875K – – –
HMS
416
Hanseatic Management Services
New Mexico
$871K -$343K -1,763 -28%
JSC
417
Jackson Square Capital
California
$871K +$485K +2,496 +126%
BRWA
418
B. Riley Wealth Advisors
Florida
$866K +$19.7K +101 +2%
IFS
419
Ifrah Financial Services
Arkansas
$825K -$32.3K -166 -4%
LI
420
Lafayette Investments
Maryland
$812K +$812K +4,174 New
TW
421
TrinityPoint Wealth
Connecticut
$809K -$109K -562 -12%
HIC
422
Holderness Investments Company
North Carolina
$803K – – –
BCP
423
Blackhawk Capital Partners
Wisconsin
$801K +$801K +5,572 New
ACM
424
AlphaCrest Capital Management
New York
$800K -$1.82M -9,380 -70%
TWI
425
Thomas White International
Illinois
$800K – – –
15 16
17
18 19