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KLA
KLAC

Overview Fund Activity

689 hedge funds and large institutions have $17.3B invested in KLA in 2019 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 295 increasing their positions, 188 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+52
Holders Change %
+8.16%
% of All Funds
14.94%
Holding in Top 10
17
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+88.89%
% of All Funds
0.37%
New
126
Increased
295
Reduced
188
Closed
65
Calls
$68M
Puts
$60.6M
Net Calls
+$7.36M
Net Calls Change
-$24.8M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$254M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$194M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$83.3M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$72.4M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$69.4M

Top Sellers

1
Two Sigma Advisers
Two Sigma Advisers
New York
-$145M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$144M
3
Citadel Advisors
Citadel Advisors
Florida
-$141M
4
Millennium Management
Millennium Management
New York
-$79.2M
5
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$60.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
601
Institutional & Family Asset Management
Colorado
$49K -$70.2K -592 -59%
FIB
602
First Interstate Bank
Montana
$48K -$102K -850 -68%
WOC
603
West Oak Capital
California
$48K – – –
CAM
604
Cresset Asset Management
Illinois
$48K +$18.6K +155 +63%
BAM
605
Barrett Asset Management
New York
$48K +$43.4K +362 +953%
VCM
606
Versant Capital Management
Arizona
$46K -$238 -2 -0.5%
CAW
607
Cornerstone Advisors (Washington)
Washington
$45K +$1.78K +15 +4%
GRP
608
Global Retirement Partners
California
$41K +$23.7K +197 +137%
PA
609
Parallel Advisors
California
$40K +$24.1K +201 +152%
GWM
610
Geneos Wealth Management
Colorado
$40K +$36.7K +308 +1,100%
SMG
611
Spectrum Management Group
Indiana
$40K +$40K +336 New
OIA
612
OneDigital Investment Advisors
Kansas
$39K – – –
KFS
613
Kelly Financial Services
Massachusetts
$36.1K +$36.1K +303 New
CAPTRUST Financial Advisors
614
CAPTRUST Financial Advisors
North Carolina
$36K +$36K +300 New
SLF
615
Sun Life Financial
Ontario, Canada
$34K -$18.4K -152 -35%
WCM
616
WealthBridge Capital Management
Ohio
$33K -$340 -3 -1%
ST
617
Smithfield Trust
Pennsylvania
$31K – – –
BWM
618
BerganKDV Wealth Management
Minnesota
$30K -$11.9K -100 -28%
CCM
619
Cribstone Capital Management
Maine
$30K – – –
PCM
620
Prelude Capital Management
New York
$30K +$30K +251 New
VNA
621
Valley National Advisers
Pennsylvania
$29K – – –
LFA
622
Legacy Financial Advisors
Kentucky
$28K +$2.53K +21 +10%
CFGS
623
Concourse Financial Group Securities
Alabama
$28K +$10.7K +91 +62%
NIM
624
NuWave Investment Management
New Jersey
$27K +$27K +230 New
KPW
625
Kore Private Wealth
New York
$26K +$20.2K +168 +350%
23 24
25
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