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KLA
KLAC

Overview Fund Activity

1,156 hedge funds and large institutions have $48.1B invested in KLA in 2023 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 420 increasing their positions, 441 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,156
Holders Change
+32
Holders Change %
+2.85%
% of All Funds
18.5%
Holding in Top 10
25
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-28.57%
% of All Funds
0.4%
New
136
Increased
420
Reduced
441
Closed
83
Calls
$548M
Puts
$497M
Net Calls
+$51.6M
Net Calls Change
+$72.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$286M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$202M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$107M
4
Bank of America
Bank of America
North Carolina
+$105M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$102M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.09B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$321M
3
Primecap Management
Primecap Management
California
-$168M
4
Wolverine Trading
Wolverine Trading
Illinois
-$167M
5
Macquarie Group
Macquarie Group
Australia
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPERF
401
Oregon Public Employees Retirement Fund
Oregon
$4.29M -$51.1K -128 -1%
DILIC
402
Dai-ichi Life Insurance Company
Japan
$4.22M +$2.79M +7,000 +197%
MWA
403
MFA Wealth Advisors
Pennsylvania
$4.2M +$664K +1,663 +19%
AT
404
American Trust
Kentucky
$4.17M -$441K -1,106 -10%
CIBC Private Wealth Group
405
CIBC Private Wealth Group
Georgia
$4.05M -$169K -1,579 -4%
SS
406
Simplicity Solutions
Minnesota
$4.03M +$2.14M +5,352 +113%
KOCAA
407
Knights of Columbus Asset Advisors
Connecticut
$4.03M +$102K +255 +3%
Fiera Capital (Canada)
408
Fiera Capital (Canada)
Quebec, Canada
$4M +$4M +10,026 New
FMWA
409
Forvis Mazars Wealth Advisors
Missouri
$3.9M -$55.5K -139 -1%
Bank of Nova Scotia
410
Bank of Nova Scotia
Ontario, Canada
$3.9M -$85M -212,927 -96%
ETC
411
Exchange Traded Concepts
Oklahoma
$3.88M +$2.25M +5,644 +138%
CIP
412
Chartwell Investment Partners
Pennsylvania
$3.84M +$411K +1,029 +12%
LCM
413
Legato Capital Management
California
$3.84M – – –
ECG
414
Edge Capital Group
Georgia
$3.81M +$917K +2,298 +32%
BFG
415
Bleakley Financial Group
New Jersey
$3.79M -$503K -1,259 -12%
CTC
416
Central Trust Company
Missouri
$3.71M -$642K -1,609 -15%
FA
417
FDx Advisors
Illinois
$3.69M – – –
FA
418
Faithward Advisors
Pennsylvania
$3.67M -$612K -1,582 -14%
KWILP
419
Kiwi Wealth Investments Limited Partnership
New Zealand
$3.65M +$1.2M +3,016 +49%
SAM
420
Silvercrest Asset Management
New York
$3.62M +$2K +5 +0.1%
GWM
421
Geneos Wealth Management
Colorado
$3.6M -$1.02M -2,567 -22%
NWA
422
Navis Wealth Advisors
New York
$3.59M +$3.59M +9,000 New
MML Investors Services
423
MML Investors Services
Massachusetts
$3.57M +$122K +305 +4%
GDP
424
Great Diamond Partners
Maine
$3.56M -$513K -1,285 -13%
FHCM
425
Force Hill Capital Management
New York
$3.55M +$3.55M +8,900 New
15 16
17
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