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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 %
EWA
551
Exencial Wealth Advisors
Oklahoma
$1.58M -$17.8M -44,677 -92%
AFS
552
Aft Forsyth & Sober
Florida
$1.58M – – –
Marshall Wace
553
Marshall Wace
United Kingdom
$1.57M -$2.74M -6,864 -64%
WS
554
Wedbush Securities
California
$1.56M +$3.19K +8 +0.2%
SWM
555
SeaCrest Wealth Management
New York
$1.54M -$78.6K -197 -5%
Fifth Third Bancorp
556
Fifth Third Bancorp
Ohio
$1.54M +$174K +437 +13%
JFG
557
Jefferies Financial Group
New York
$1.53M +$1.53M +3,842 New
LNWWM
558
Laird Norton Wetherby Wealth Management
California
$1.53M -$49.9K -125 -3%
AWS
559
Atria Wealth Solutions
New York
$1.52M +$29.9K +75 +2%
JCM
560
Jacobi Capital Management
Pennsylvania
$1.5M -$3.59K -9 -0.2%
SBH
561
Segall Bryant & Hamill
Illinois
$1.5M -$108K -270 -7%
WI
562
WBI Investments
New Jersey
$1.5M +$1.5M +3,749 New
DCM
563
Davidson Capital Management
Texas
$1.49M +$41.1K +103 +3%
TWI
564
Thomas White International
Illinois
$1.49M -$2.4K -6 -0.2%
NIG
565
NFJ Investment Group
Texas
$1.48M -$20.4K -51 -1%
DA
566
Dover Advisors
Virginia
$1.47M +$192K +480 +15%
BIA
567
Benchmark Investment Advisors
Illinois
$1.46M +$107K +267 +8%
FSG
568
Financial Strategies Group
Michigan
$1.44M +$139K +349 +11%
ACL
569
Applied Capital LLC
Florida
$1.43M -$52.3K -131 -4%
ODFS
570
O'Donnell Financial Services
California
$1.43M -$22K -55 -2%
XT
571
XTX Topco
Cayman Islands
$1.42M +$1.42M +3,548 New
PFO
572
Pathstone Family Office
New Jersey
$1.41M -$4.2M -9,536 -75%
DC
573
Davenport & Co
Virginia
$1.41M -$28.7K -72 -2%
PCA
574
Peddock Capital Advisors
Massachusetts
$1.41M +$94.2K +236 +7%
NSB
575
Norway Savings Bank
Maine
$1.4M -$215K -538 -13%
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