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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 %
TFS
576
Thoroughbred Financial Services
Tennessee
$1.4M -$240K -601 -15%
BCV
577
Banque Cantonale Vaudoise
Switzerland
$1.4M +$79.4K +199 +6%
GT
578
Greenleaf Trust
Michigan
$1.39M -$19.6K -49 -1%
LA
579
Lindenwold Advisors
Pennsylvania
$1.39M +$99.8K +250 +8%
CRC
580
Curi RMB Capital
Illinois
$1.39M +$5.99K +15 +0.4%
DADC
581
D.A. Davidson & Co
Montana
$1.38M +$62.3K +156 +5%
IFS
582
Ifrah Financial Services
Arkansas
$1.38M -$31.5K -79 -2%
MCM
583
MAI Capital Management
Ohio
$1.37M +$118K +296 +9%
FI
584
Fosun International
China
$1.37M +$1.07M +2,690 +361%
FFWA
585
FRG Family Wealth Advisors
Washington
$1.36M – – –
P
586
Pitcairn
Pennsylvania
$1.33M +$612K +1,532 +85%
KWM
587
Kingsview Wealth Management
Oregon
$1.31M +$533K +1,336 +69%
BAM
588
Belpointe Asset Management
Nevada
$1.3M +$201K +504 +18%
DCM
589
Dupont Capital Management
Delaware
$1.3M +$3.19K +8 +0.2%
HIC
590
Holderness Investments Company
North Carolina
$1.29M – – –
BRWA
591
B. Riley Wealth Advisors
Florida
$1.29M -$419K -1,049 -25%
CBT
592
Central Bank & Trust
Kentucky
$1.28M -$16.8K -42 -1%
LHC
593
Little House Capital
Massachusetts
$1.28M -$73.9K -185 -5%
MMG
594
Monetary Management Group
Missouri
$1.27M – – –
DT
595
Diversified Trust
Tennessee
$1.27M +$481K +1,204 +61%
TF
596
TIAA FSB
Florida
$1.27M +$6.39K +16 +0.5%
MFG
597
Monumental Financial Group
Maryland
$1.26M +$79K +198 +7%
SIA
598
Strategic Investment Advisors
Michigan
$1.25M +$91K +228 +8%
HIM
599
Hanlon Investment Management
New Jersey
$1.24M +$1.24M +3,112 New
MWM
600
Meridian Wealth Management
Kentucky
$1.24M -$20.8K -52 -2%
22 23
24
25 26