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KLA
KLAC

Overview Fund Activity

616 hedge funds and large institutions have $15.6B invested in KLA in 2018 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 221 increasing their positions, 213 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
+23
Holders Change %
+3.88%
% of All Funds
14.14%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
92
Increased
221
Reduced
213
Closed
63
Calls
$49.8M
Puts
$50.7M
Net Calls
-$904K
Net Calls Change
-$18.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$294M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$93.3M
3
MHI
Miller Howard Investments
New York
+$59.6M
4
Goldman Sachs
Goldman Sachs
New York
+$55.9M
5
Charles Schwab
Charles Schwab
California
+$46M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$135M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$97.8M
3
Victory Capital Management
Victory Capital Management
Texas
-$89.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$68M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$65.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
576
Legacy Financial Advisors
Kentucky
$10K – – –
CAC
577
Certified Advisory Corp
Florida
$10K – – –
TC
578
Trust Company
Kansas
$9K -$10.7K -95 -54%
QCG
579
Quadrant Capital Group
Ohio
$9K +$610 +8 +7%
MCM
580
Manchester Capital Management
Vermont
$9K +$9K +83 New
MSTVIM
581
Messner & Smith Theme Value Investment Management
California
$9K +$9K +86 New
TWA
582
TCI Wealth Advisors
Arizona
$8K – – –
SF
583
Synovus Financial
Georgia
$8K +$8K +76 New
FMP
584
Financial Management Professionals
Texas
$7K – – –
EARNEST Partners
585
EARNEST Partners
Georgia
$7K – – –
MFBTD
586
MB Financial Bank - Trust Department
Illinois
$7K – – –
FMII
587
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
GFP
588
Gryphon Financial Partners
Ohio
$6K +$321 +3 +6%
PFBT
589
Parkside Financial Bank & Trust
Missouri
$6K +$2.85K +28 +90%
AC
590
Avestar Capital
New York
$5K -$1.27K -14 -20%
BFEC
591
Benjamin F. Edwards & Company
Missouri
$5K – – –
JCM
592
Jacobi Capital Management
Pennsylvania
$5K – – –
ECM
593
Estabrook Capital Management
New York
$4.8K – – –
BAM
594
Barrett Asset Management
New York
$4K – – –
HFP
595
Holistic Financial Partners
Indiana
$4K – – –
FCAG
596
First Capital Advisors Group
New Jersey
$4K +$4K +33 New
FMA
597
FNY Managed Accounts
New York
$3K -$1.41K -15 -32%
GWM
598
Geneos Wealth Management
Colorado
$3K – – –
PFGIA
599
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
HT
600
Heritage Trust
Oklahoma
$3K – – –
22 23
24
25 26