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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 %
BWM
601
BNC Wealth Management
Oregon
$1.24M +$32.3K +81 +3%
VI
602
Versor Investments
New York
$1.24M +$438K +1,098 +55%
RWM
603
Ritholtz Wealth Management
New York
$1.24M +$104K +261 +9%
Wolverine Trading
604
Wolverine Trading
Illinois
$1.23M -$167M -420,632 -99%
AWM
605
Avitas Wealth Management
California
$1.22M -$798 -2 -0.1%
LCM
606
Leisure Capital Management
California
$1.21M -$948K -2,374 -44%
AWM
607
Apollon Wealth Management
South Carolina
$1.21M -$50.7K -127 -4%
PL
608
Perpetual Ltd
Australia
$1.19M +$1.19M +2,986 New
MAS
609
Meeder Advisory Services
Ohio
$1.19M -$159K -399 -12%
PAM
610
Palisade Asset Management
Minnesota
$1.19M +$2K +5 +0.2%
AI
611
AXS Investments
New York
$1.19M +$39.9K +100 +3%
LA
612
Lifeworks Advisors
Michigan
$1.19M -$518K -1,298 -30%
RSA
613
River Street Advisors
Illinois
$1.18M +$25.6K +64 +2%
FLPIM
614
F.L. Putnam Investment Management
Massachusetts
$1.18M -$1.09M -2,725 -48%
PCH
615
PGIM Custom Harvest
New Jersey
$1.17M +$46.3K +116 +4%
AS
616
Altshuler Shaham
Israel
$1.16M -$73.8K -185 -6%
JWA
617
JFS Wealth Advisors
Pennsylvania
$1.16M -$798 -2 -0.1%
BCM
618
Boltwood Capital Management
California
$1.15M -$69.5K -174 -6%
KI
619
Kula Investments
Illinois
$1.15M +$1.15M +2,875 New
EF
620
Empowered Funds
Pennsylvania
$1.14M +$1.14M +2,862 New
BA
621
Bristlecone Advisors
Washington
$1.13M – – –
PRC
622
Pearl River Capital
Michigan
$1.12M +$275K +690 +33%
TMAM
623
Tokio Marine Asset Management
Japan
$1.11M +$143K +359 +15%
OTPPB
624
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.1M +$851K +2,131 +344%
HFM
625
Harvest Fund Management
China
$1.1M +$229K +573 +26%
23 24
25
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