KLAC icon

KLA
KLAC

Overview Fund Activity

968 hedge funds and large institutions have $43.7B invested in KLA in 2021 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 359 increasing their positions, 367 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
968
Holders Change
+26
Holders Change %
+2.76%
% of All Funds
17%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.25%
New
94
Increased
359
Reduced
367
Closed
59
Calls
$502M
Puts
$659M
Net Calls
-$157M
Net Calls Change
-$57.9M

Top Buyers

1
Holocene Advisors
Holocene Advisors
New York
+$172M
2
Citadel Advisors
Citadel Advisors
Florida
+$134M
3
Morgan Stanley
Morgan Stanley
New York
+$83.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$76.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$73.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$220M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$179M
3
CVA
Ceredex Value Advisors
Florida
-$176M
4
CBT
Capital Bank & Trust
California
-$116M
5
KBC Group
KBC Group
Belgium
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
601
Vestmark Advisory Solutions
Massachusetts
$757K +$89.3K +267 +13%
HFM
602
Harvest Fund Management
China
$754K – – –
ATPW
603
Ashton Thomas Private Wealth
Arizona
$747K +$47.8K +143 +7%
GC
604
Grimes & Company
Massachusetts
$741K +$21.1K +63 +3%
NIC
605
Northwest Investment Counselors
Oregon
$736K -$25.1K -75 -3%
SAI
606
Systematic Alpha Investments
New Jersey
$731K – – –
EGA
607
E&G Advisors
Texas
$726K +$726K +2,170 New
KWM
608
Kingsview Wealth Management
Oregon
$717K -$666K -1,992 -48%
RWA
609
Ropes Wealth Advisors
Massachusetts
$715K -$113K -339 -14%
S
610
Seeyond
France
$712K +$281K +841 +65%
MWM
611
MorganRosel Wealth Management
Colorado
$710K +$1.34K +4 +0.2%
STAS
612
Strong Tower Advisory Services
Minnesota
$707K +$707K +2,206 New
BC
613
Burney Company
Virginia
$704K +$184K +550 +35%
DIM
614
DC Investments Management
Virginia
$701K +$701K +2,096 New
MA
615
Mutual Advisors
Nebraska
$688K -$6.69K -20 -1%
CA
616
CGN Advisors
Kansas
$680K +$128K +383 +23%
MMPW
617
Mitchell McLeod Pugh & Williams
Alabama
$675K – – –
SFM
618
Systematic Financial Management
New Jersey
$674K -$3.35K -10 -0.5%
BAM
619
Belpointe Asset Management
Nevada
$671K +$290K +869 +76%
APA
620
American Portfolios Advisors
New York
$668K +$11K +33 +2%
LA
621
Latitude Advisors
Florida
$664K +$366K +1,095 +123%
EF
622
Empirical Finance
Pennsylvania
$653K +$37.2K +111 +6%
MC
623
Maverick Capital
Texas
$642K -$413K -1,235 -39%
DT
624
Diversified Trust
Tennessee
$638K -$133K -398 -17%
ETC
625
Exchange Traded Concepts
Oklahoma
$629K +$205K +612 +48%
23 24
25
26 27