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KLA
KLAC

Overview Fund Activity

529 hedge funds and large institutions have $15.2B invested in KLA in 2017 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 193 increasing their positions, 195 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
-8
Holders Change %
-1.49%
% of All Funds
13.21%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
52
Increased
193
Reduced
195
Closed
53
Calls
$41.2M
Puts
$23.7M
Net Calls
+$17.4M
Net Calls Change
+$17.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$220M
2
Ameriprise
Ameriprise
Minnesota
$119M
3
LSV Asset Management
LSV Asset Management
Illinois
$82.5M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$259M
5
UBS AM
UBS AM
Illinois
$155M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$272M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$544M
3
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$9.51M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$662M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$8.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
501
Parallel Advisors
California
$8K -$5.82K -56 -42%
TWA
502
TCI Wealth Advisors
Arizona
$8K -$1.25K -12 -13%
QCG
503
Quadrant Capital Group
Ohio
$8K -$218 -3 -3%
IWM
504
IHT Wealth Management
Illinois
$8K – – –
BTIS
505
BB&T Investment Services
North Carolina
$8K +$2.04K +14 +34%
PCM
506
Prelude Capital Management
New York
$7K -$28.6K -253 -80%
MFBTD
507
MB Financial Bank - Trust Department
Illinois
$7K – – –
FMP
508
Financial Management Professionals
Texas
$6K – – –
HCA
509
Horan Capital Advisors
Ohio
$6K +$6K +52 New
JCM
510
Jacobi Capital Management
Pennsylvania
$5K – – –
FMII
511
Farmers & Merchants Investments Inc
Nebraska
$5K +$1.59K +14 +47%
CP
512
Corbenic Partners
Pennsylvania
$5K +$5K +51 New
ECM
513
Estabrook Capital Management
New York
$4.66K – – –
BAM
514
Barrett Asset Management
New York
$4K – – –
AIM
515
Advantage Investment Management
Iowa
$4K – – –
CS
516
Credential Securities
$3.18K – – –
PFGIA
517
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$9.22K -83 -75%
PFBT
518
Parkside Financial Bank & Trust
Missouri
$3K – – –
SWA
519
Sutton Wealth Advisors
Florida
$2.01K – – –
SPIA
520
Steward Partners Investment Advisory
New York
$2K -$737 -7 -27%
SFSIG
521
San Francisco Sentry Investment Group
California
$2K – – –
GWM
522
Geneos Wealth Management
Colorado
$2K – – –
PWPCM
523
Perella Weinberg Partners Capital Management
New York
$1.69K -$1.47K -13,834 -46%
TFA
524
Transamerica Financial Advisors
Florida
$1K – – –
PWM
525
Perigon Wealth Management
California
$1K – – –
19 20
21
22 23