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KLA
KLAC

Overview Fund Activity

744 hedge funds and large institutions have $27.4B invested in KLA in 2020 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 227 increasing their positions, 299 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
744
Holders Change
+47
Holders Change %
+6.74%
% of All Funds
15.29%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.23%
New
115
Increased
227
Reduced
299
Closed
63
Calls
$175M
Puts
$187M
Net Calls
-$12M
Net Calls Change
+$3.43M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$218M
2
Alkeon Capital Management
Alkeon Capital Management
New York
+$177M
3
Ameriprise
Ameriprise
Minnesota
+$117M
4
Capital International Investors
Capital International Investors
California
+$104M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$95.6M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$164M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$121M
3
Charles Schwab
Charles Schwab
California
-$113M
4
Fidelity International
Fidelity International
Bermuda
-$111M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$71.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
551
Orion Portfolio Solutions
Nebraska
$307K +$83K +427 +37%
WCM
552
Whitener Capital Management
North Carolina
$306K – – –
SAM
553
Silvercrest Asset Management
New York
$305K – – –
YMRC
554
Yorktown Management & Research Company
Virginia
$292K -$331K -1,700 -53%
1WA
555
180 Wealth Advisors
Washington
$292K +$292K +1,481 New
KWMG
556
King Wealth Management Group
Florida
$292K +$292K +1,500 New
ACM
557
Ategra Capital Management
Virginia
$291K -$6.03K -31 -2%
UCFA
558
United Capital Financial Advisors
Texas
$290K -$25.3K -130 -8%
LC
559
Lindbrook Capital
California
$290K +$3.89K +20 +1%
HCM
560
HM Capital Management
Missouri
$288K +$1.36K +7 +0.5%
GAM
561
Griffin Asset Management
New York
$287K +$2.92K +15 +1%
GIA
562
Gateway Investment Advisers
Ohio
$283K -$62.7K -322 -18%
JWM
563
JGP Wealth Management
Oregon
$281K +$7.96K +39 +3%
DADC
564
D.A. Davidson & Co
Montana
$276K +$276K +1,419 New
Fisher Asset Management
565
Fisher Asset Management
Washington
$276K +$276K +1,420 New
KIC
566
Keating Investment Counselors
Florida
$272K -$97.1K -500 -26%
WA
567
WBH Advisory
Maryland
$272K – – –
ACM
568
Advisors Capital Management
New Jersey
$270K -$7.55M -38,731 -97%
VFA
569
Voya Financial Advisors
Connecticut
$270K -$383 -2 -0.1%
CG
570
Caprock Group
Idaho
$270K +$270K +1,389 New
WB
571
WesBanco Bank
West Virginia
$265K -$47.9K -247 -15%
PAS
572
Park Avenue Securities
New York
$265K +$265K +1,364 New
BHWM
573
Bar Harbor Wealth Management
New Hampshire
$264K -$277K -1,422 -51%
SMFS
574
Squar Milner Financial Services
California
$264K – – –
MYIA
575
Mount Yale Investment Advisors
Colorado
$264K +$264K +1,356 New
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23
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