KLAC icon

KLA
KLAC

Overview Fund Activity

1,063 hedge funds and large institutions have $41B invested in KLA in 2022 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 433 increasing their positions, 382 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,063
Holders Change
-20
Holders Change %
-1.85%
% of All Funds
17.97%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.47%
New
101
Increased
433
Reduced
382
Closed
106
Calls
$465M
Puts
$473M
Net Calls
-$8.02M
Net Calls Change
+$40.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$504M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$456M
3
Goldman Sachs
Goldman Sachs
New York
+$173M
4
Morgan Stanley
Morgan Stanley
New York
+$136M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$80M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$204M
2
CVA
Ceredex Value Advisors
Florida
-$164M
3
BlackRock
BlackRock
New York
-$151M
4
Capital International Investors
Capital International Investors
California
-$149M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRC
576
Shufro Rose & Co
New York
$962K +$17.9K +56 +2%
EFM
577
E Fund Management
China
$957K -$9.26K -29 -1%
DADC
578
D.A. Davidson & Co
Montana
$957K +$4.47K +14 +0.5%
LC
579
Lavaca Capital
Texas
$954K +$154K +483 +19%
LA
580
Lifeworks Advisors
Michigan
$954K +$272K +853 +40%
AI
581
AXS Investments
New York
$944K +$944K +2,960 New
BSW
582
Buckingham Strategic Wealth
Missouri
$942K -$19.8K -62 -2%
FI
583
Fosun International
China
$942K +$942K +2,951 New
JWA
584
JFS Wealth Advisors
Pennsylvania
$936K +$1.28K +4 +0.1%
DAS
585
Dynamic Advisor Solutions
Arizona
$935K +$117K +366 +14%
KAS
586
Kestra Advisory Services
Texas
$928K +$183K +575 +25%
SA
587
SRN Advisors
Pennsylvania
$926K -$153K -479 -14%
IFWM
588
Institute for Wealth Management
Colorado
$911K – – –
BA
589
Bristlecone Advisors
Washington
$905K – – –
MFGM
590
Marshall Financial Group (Maryland)
Maryland
$905K +$145K +453 +19%
AWM
591
Apollon Wealth Management
South Carolina
$900K +$210K +659 +30%
NERM
592
New England Research & Management
Illinois
$893K +$893K +2,800 New
TW
593
TrinityPoint Wealth
Connecticut
$885K +$1.6K +5 +0.2%
SIA
594
Strategic Investment Advisors
Michigan
$878K +$109K +342 +14%
PWMAG
595
Pinnacle Wealth Management Advisory Group
New Jersey
$868K +$75K +235 +9%
CA
596
CGN Advisors
Kansas
$849K +$115K +359 +16%
LHC
597
Little House Capital
Massachusetts
$847K +$131K +411 +18%
SI
598
Scharf Investments
California
$846K -$72.4K -227 -8%
SFA
599
Souders Financial Advisors
Ohio
$845K -$27.5K -86 -3%
QI
600
Qtron Investments
Massachusetts
$832K +$118K +369 +16%
22 23
24
25 26