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KLA
KLAC

Overview Fund Activity

1,218 hedge funds and large institutions have $57.7B invested in KLA in 2023 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 416 increasing their positions, 474 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+62
Holders Change %
+5.36%
% of All Funds
19.21%
Holding in Top 10
38
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+52%
% of All Funds
0.6%
New
142
Increased
416
Reduced
474
Closed
73
Calls
$581M
Puts
$663M
Net Calls
-$82M
Net Calls Change
-$134M

Top Buyers

1
JIM
Jensen Investment Management
Oregon
+$206M
2
Fidelity International
Fidelity International
Bermuda
+$132M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
+$113M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$93.5M
5
ECU
Egerton Capital (UK)
United Kingdom
+$92.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.74B
2
Capital International Investors
Capital International Investors
California
-$263M
3
Goldman Sachs
Goldman Sachs
New York
-$253M
4
Bank of America
Bank of America
North Carolina
-$205M
5
Amundi
Amundi
France
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
476
Great Valley Advisor Group
Delaware
$3.08M +$646K +1,331 +27%
CG
477
Castellan Group
Kentucky
$3.06M -$358K -739 -10%
SFM
478
Systematic Financial Management
New Jersey
$3.06M – – –
CB
479
Commerce Bank
Missouri
$3.04M +$1.46K +3 +0%
NP
480
Nilsine Partners
Colorado
$2.99M +$11.6K +24 +0.4%
BWM
481
BNC Wealth Management
Oregon
$2.99M +$1.48M +3,058 +98%
KIA
482
Knollwood Investment Advisory
Maryland
$2.98M – – –
CA
483
Cullinan Associates
Kentucky
$2.92M -$6.97M -14,380 -70%
VFM
484
Viking Fund Management
North Dakota
$2.91M – – –
USCWA
485
U.S. Capital Wealth Advisors
Texas
$2.91M +$16K +33 +0.6%
IC
486
IEQ Capital
California
$2.9M -$61.1K -126 -2%
MLICM
487
Metropolitan Life Insurance Company (MetLife)
New York
$2.9M -$104K -215 -3%
GIM
488
Goelzer Investment Management
Indiana
$2.9M +$187K +385 +7%
Mawer Investment Management
489
Mawer Investment Management
Alberta, Canada
$2.87M +$243K +502 +9%
MCP
490
Mirador Capital Partners
California
$2.87M – – –
EBWM
491
Eagle Bluffs Wealth Management
Missouri
$2.82M +$4.37K +9 +0.2%
DWA
492
Dorsey Wright & Associates
California
$2.81M -$101K -208 -3%
LBC
493
Lowe Brockenbrough & Co
Virginia
$2.8M -$35.4K -73 -1%
KeyBank National Association
494
KeyBank National Association
Ohio
$2.78M +$94.1K +194 +4%
API
495
Advisor Partners II
California
$2.73M +$122K +252 +5%
CA
496
CGN Advisors
Kansas
$2.72M -$52.9K -109 -2%
TC
497
Truvestments Capital
Florida
$2.72M +$109K +225 +4%
DCM
498
Decatur Capital Management
Georgia
$2.71M -$30.6K -63 -1%
SRC
499
Shufro Rose & Co
New York
$2.67M +$167K +345 +7%
EFI
500
EHP Funds Inc
Canada
$2.67M -$291K -600 -10%
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