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 %
EF
551
Empirical Finance
Pennsylvania
$3.87M -$352K -427 -8%
FC
552
FORA Capital
Florida
$3.86M +$3.86M +4,679 New
SWP
553
Stratos Wealth Partners
Ohio
$3.85M -$681K -826 -15%
HCM
554
Hollencrest Capital Management
California
$3.83M +$82.4K +100 +2%
UCFA
555
United Capital Financial Advisors
Texas
$3.79M +$94K +114 +3%
SIC
556
Sigma Investment Counselors
Michigan
$3.77M +$3.77M +4,568 New
CWI
557
Conscious Wealth Investments
Florida
$3.77M -$13.7K -17 -0.4%
LA
558
LBP AM
France
$3.71M +$2.07M +2,513 +127%
CA
559
CGN Advisors
Kansas
$3.69M -$70.9K -86 -2%
APWM
560
Argonautica Private Wealth Management
Massachusetts
$3.67M – – –
AWP
561
Ascent Wealth Partners
New York
$3.67M -$31.3K -38 -0.8%
IP
562
Intellectus Partners
California
$3.66M -$1.84M -2,234 -33%
KWM
563
Kingsview Wealth Management
Oregon
$3.66M +$185K +224 +5%
FCM
564
Fortis Capital Management
Washington
$3.66M +$3.66M +4,437 New
WS
565
Wedbush Securities
California
$3.61M +$208K +252 +6%
KRSITF
566
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.58M -$98.9K -120 -3%
LSA
567
L & S Advisors
California
$3.55M -$33K -40 -0.9%
SLI
568
Sumitomo Life Insurance
Japan
$3.53M -$1.36M -2,000 -28%
NMIMC
569
Northwestern Mutual Investment Management Company
Wisconsin
$3.53M -$4.95K -6 -0.1%
TFA
570
Teamwork Financial Advisors
Texas
$3.53M -$10.3M -12,494 -74%
SWM
571
SeaCrest Wealth Management
New York
$3.5M -$60.2K -73 -2%
GIM
572
Generate Investment Management
New Zealand
$3.49M +$3.49M +4,231 New
AA
573
Apriem Advisors
California
$3.46M -$1.63M -1,980 -32%
AWM
574
Apollon Wealth Management
South Carolina
$3.42M -$247K -300 -7%
FTDI
575
First Trust Direct Indexing
Massachusetts
$3.35M +$496K +602 +17%
21 22
23
24 25