KLAC icon

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 %
WJWM
526
Williams Jones Wealth Management
New York
$4.34M – – –
SRC
527
Shufro Rose & Co
New York
$4.33M -$79.2K -96 -2%
BWL
528
Bogart Wealth LLC
Virginia
$4.33M +$4.25M +5,154 +5,154%
MWA
529
MFA Wealth Advisors
Pennsylvania
$4.28M -$967K -1,173 -18%
DIA
530
Dana Investment Advisors
Wisconsin
$4.24M – – –
LBC
531
Lowe Brockenbrough & Co
Virginia
$4.22M -$105K -127 -2%
EBWM
532
Eagle Bluffs Wealth Management
Missouri
$4.19M -$7.42K -9 -0.2%
LTAS
533
Linden Thomas Advisory Services
North Carolina
$4.19M +$148K +180 +4%
NWA
534
Navis Wealth Advisors
New York
$4.17M -$1.21M -1,472 -23%
DC
535
Davenport & Co
Virginia
$4.15M +$251K +304 +6%
ACM
536
Alight Capital Management
New York
$4.12M -$2.47M -3,000 -38%
MMA
537
Mizuho Markets Americas
New York
$4.12M +$4.12M +5,000 New
SC
538
Savoie Capital
Illinois
$4.12M – – –
1WA
539
180 Wealth Advisors
Washington
$4.07M -$583K -683 -13%
RWM
540
Ritholtz Wealth Management
New York
$4.05M -$289K -350 -7%
SFM
541
Systematic Financial Management
New Jersey
$4.03M -$28.9K -35 -0.7%
LCM
542
Legato Capital Management
California
$4.01M -$1.88M -2,281 -32%
MYAM
543
Meiji Yasuda Asset Management
Japan
$4M -$643K -780 -14%
GLR
544
Great Lakes Retirement
Ohio
$3.99M -$169K -205 -4%
P
545
Pitcairn
Pennsylvania
$3.97M -$1.02M -1,240 -20%
SI
546
Stephens Inc
Arkansas
$3.96M +$220K +267 +6%
LAM
547
LECAP Asset Management
United Kingdom
$3.93M +$3.93M +4,770 New
IIM
548
INTECH Investment Management
Florida
$3.93M -$2.51M -3,045 -39%
BOS
549
Bank of Stockton
California
$3.89M -$274K -332 -7%
HBT
550
Hills Bank & Trust
Iowa
$3.87M -$154K -187 -4%
20 21
22
23 24