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KLA
KLAC

Overview Fund Activity

697 hedge funds and large institutions have $20.3B invested in KLA in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 229 increasing their positions, 297 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-60
Holders Change %
-7.93%
% of All Funds
15.4%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.22%
New
69
Increased
229
Reduced
297
Closed
122
Calls
$97M
Puts
$112M
Net Calls
-$15.5M
Net Calls Change
+$15.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$943M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$116M
3
CI
Clal Insurance
Israel
+$108M
4
Parnassus Investments
Parnassus Investments
California
+$106M
5
Fidelity International
Fidelity International
Bermuda
+$95.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$463M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$192M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$116M
4
BlackRock
BlackRock
New York
-$97.5M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$77.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
526
Wakefield Asset Management
Colorado
$236K +$57.5K +401 +32%
AAS
527
Annex Advisory Services
Wisconsin
$235K +$72K +500 +44%
JWS
528
Juncture Wealth Strategies
Arizona
$235K +$235K +1,636 New
UCFA
529
United Capital Financial Advisors
Texas
$233K -$33.7K -234 -13%
IFWM
530
Institute for Wealth Management
Colorado
$233K -$22K -153 -9%
WB
531
WesBanco Bank
West Virginia
$232K -$4.6K -32 -2%
HP
532
Hikari Power
Japan
$231K – – –
FMLI
533
Fukoku Mutual Life Insurance
Japan
$230K – – –
PCA
534
Personal Capital Advisors
California
$230K +$230K +1,600 New
SSWM
535
Smith Salley Wealth Management
North Carolina
$228K -$863 -6 -0.4%
WSTAM
536
Wilbanks Smith & Thomas Asset Management
Virginia
$227K +$16.1K +112 +8%
WCM
537
Whitener Capital Management
North Carolina
$226K – – –
SAM
538
Silvercrest Asset Management
New York
$226K – – –
PP
539
Prudential plc
United Kingdom
$224K -$1.8M -12,522 -89%
SMH
540
Sanders Morris Harris
Texas
$224K -$800K -6,250 -78%
Two Sigma Advisers
541
Two Sigma Advisers
New York
$223K +$223K +1,550 New
ACM
542
Ategra Capital Management
Virginia
$220K -$31.3K -218 -12%
AA
543
ALPS Advisors
Colorado
$216K -$1.15M -7,998 -84%
MYAM
544
Meiji Yasuda Asset Management
Japan
$216K -$239K -1,660 -53%
LFASL
545
Lugano Financial Advisors SA (LFA)
Switzerland
$216K – – –
HCM
546
HM Capital Management
Missouri
$212K +$1.29K +9 +0.6%
LC
547
Lindbrook Capital
California
$212K +$1.58K +11 +0.8%
VFA
548
Voya Financial Advisors
Connecticut
$211K -$2.69K -18 -1%
GAM
549
Griffin Asset Management
New York
$210K -$176K -1,225 -46%
JWM
550
JGP Wealth Management
Oregon
$204K -$8.85K -58 -4%
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