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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 %
VIM
526
Vinva Investment Management
Australia
$1.88M +$1.88M +4,756 New
GIA
527
Gladstone Institutional Advisory
Florida
$1.87M +$485K +1,214 +35%
AIP
528
Ameritas Investment Partners
Nebraska
$1.86M -$41.9K -105 -2%
VNA
529
Valley National Advisers
Pennsylvania
$1.86M -$2.61K -7 -0.1%
APWM
530
Argonautica Private Wealth Management
Massachusetts
$1.84M – – –
CAPTRUST Financial Advisors
531
CAPTRUST Financial Advisors
North Carolina
$1.83M -$77.8K -195 -4%
GAG
532
GM Advisory Group
New York
$1.82M -$22.8K -57 -1%
GLR
533
Great Lakes Retirement
Ohio
$1.81M +$130K +326 +8%
HKAM
534
Horizon Kinetics Asset Management
New York
$1.81M -$121K -304 -6%
WCA
535
Westover Capital Advisors
Delaware
$1.8M -$87.4K -219 -5%
PFM
536
Patton Fund Management
Texas
$1.8M +$1.8M +4,500 New
SWP
537
Stratos Wealth Partners
Ohio
$1.77M -$3.59K -9 -0.2%
GLA
538
Great Lakes Advisors
Illinois
$1.77M -$1.65M -4,140 -48%
NMIMC
539
Northwestern Mutual Investment Management Company
Wisconsin
$1.74M -$35.9K -90 -2%
EGM
540
Engineers Gate Manager
New York
$1.73M +$967K +2,423 +127%
ACA
541
Atlas Capital Advisors
Wyoming
$1.72M – – –
AWP
542
Ascent Wealth Partners
New York
$1.7M +$26.7K +67 +2%
BCP
543
Blackhawk Capital Partners
Wisconsin
$1.7M -$335K -840 -16%
EF
544
Empirical Finance
Pennsylvania
$1.65M +$62.3K +156 +4%
PAG
545
Private Advisor Group
New Jersey
$1.63M +$1.63M +4,080 New
KWA
546
KCS Wealth Advisory
California
$1.61M -$55.9K -140 -3%
KAS
547
Kestra Advisory Services
Texas
$1.61M -$510K -1,278 -24%
RIM
548
Redwood Investment Management
Arizona
$1.61M -$39.5K -99 -2%
FDS
549
Freedom Day Solutions
Texas
$1.6M -$31.1K -78 -2%
THWM
550
Taylor Hoffman Wealth Management
Virginia
$1.58M – – –
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