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KLA
KLAC

Overview Fund Activity

1,521 hedge funds and large institutions have $96.7B invested in KLA in 2024 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 549 increasing their positions, 579 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,521
Holders Change
+67
Holders Change %
+4.61%
% of All Funds
22.12%
Holding in Top 10
62
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.57%
% of All Funds
0.9%
New
174
Increased
549
Reduced
579
Closed
89
Calls
$923M
Puts
$995M
Net Calls
-$71.7M
Net Calls Change
+$100M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$453M
2
Goldman Sachs
Goldman Sachs
New York
+$317M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$280M
4
Norges Bank
Norges Bank
Norway
+$266M
5
UBS AM
UBS AM
Illinois
+$195M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$495M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$424M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$422M
4
Ameriprise
Ameriprise
Minnesota
-$250M
5
Morgan Stanley
Morgan Stanley
New York
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
426
Geneos Wealth Management
Colorado
$7M -$338K -410 -5%
BFG
427
Bleakley Financial Group
New Jersey
$7M -$230K -279 -3%
SW
428
Simplicity Wealth
New Jersey
$7M -$617K -748 -8%
EWA
429
Exencial Wealth Advisors
Oklahoma
$6.99M -$5.58M -6,764 -44%
CUAMC
430
China Universal Asset Management Company
China
$6.92M +$82.5K +100 +1%
FMWA
431
Forvis Mazars Wealth Advisors
Missouri
$6.88M +$236K +286 +4%
Envestnet Portfolio Solutions
432
Envestnet Portfolio Solutions
Illinois
$6.87M -$331K -401 -5%
EP
433
Edgestream Partners
New Jersey
$6.85M +$5.54M +6,722 +423%
QCM
434
Quantinno Capital Management
New York
$6.81M +$2M +2,426 +42%
PE
435
Point72 Europe
United Kingdom
$6.76M -$9.15M -11,100 -58%
OAC
436
OMERS Administration Corp
Ontario, Canada
$6.69M +$6.69M +8,114 New
CG
437
Castellan Group
Kentucky
$6.63M +$204K +248 +3%
HCM
438
Howard Capital Management
Georgia
$6.62M +$61K +74 +0.9%
AF
439
Allworth Financial
California
$6.61M -$43.5K -57 -0.7%
AT
440
American Trust
Kentucky
$6.6M -$129K -157 -2%
CCP
441
Cunning Capital Partners
North Carolina
$6.56M – – –
LFAS
442
Level Four Advisory Services
Texas
$6.55M +$6.55M +7,943 New
IC
443
IEQ Capital
California
$6.54M +$512K +621 +8%
T. Rowe Price Investment Management
444
T. Rowe Price Investment Management
Maryland
$6.48M -$424M -514,021 -98%
CCA
445
Catalyst Capital Advisors
New York
$6.48M -$20.6K -25 -0.3%
TIP
446
Torray Investment Partners
Maryland
$6.45M -$1.81M -2,199 -22%
SAM
447
Securian Asset Management
Minnesota
$6.43M -$185K -224 -3%
GCM
448
Greenland Capital Management
New York
$6.41M +$2.47M +2,996 +63%
HFM
449
Harvest Fund Management
China
$6.41M +$1.18M +1,433 +23%
PFM
450
Patton Fund Management
Texas
$6.37M -$1.18M -1,437 -16%
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