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KLA
KLAC

Overview Fund Activity

1,218 hedge funds and large institutions have $57.7B invested in KLA in 2023 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 416 increasing their positions, 474 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+62
Holders Change %
+5.36%
% of All Funds
19.21%
Holding in Top 10
38
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+52%
% of All Funds
0.6%
New
142
Increased
416
Reduced
474
Closed
73
Calls
$581M
Puts
$663M
Net Calls
-$82M
Net Calls Change
-$134M

Top Buyers

1
JIM
Jensen Investment Management
Oregon
+$206M
2
Fidelity International
Fidelity International
Bermuda
+$132M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
+$113M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$93.5M
5
ECU
Egerton Capital (UK)
United Kingdom
+$92.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.74B
2
Capital International Investors
Capital International Investors
California
-$263M
3
Goldman Sachs
Goldman Sachs
New York
-$253M
4
Bank of America
Bank of America
North Carolina
-$205M
5
Amundi
Amundi
France
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
ODFS
601
O'Donnell Financial Services
California
$1.55M -$179K -370 -10%
PL
602
Perpetual Ltd
Australia
$1.55M +$101K +208 +7%
TF
603
TIAA FSB
Florida
$1.55M +$7.76K +16 +0.5%
CBT
604
Central Bank & Trust
Kentucky
$1.54M -$17.9K -37 -1%
NSB
605
Norway Savings Bank
Maine
$1.53M -$178K -367 -10%
EWM
606
Empirical Wealth Management
Washington
$1.52M +$229K +473 +18%
HSA
607
Hussman Strategic Advisors
Maryland
$1.5M -$1.5M -3,100 -50%
PAM
608
Palisade Asset Management
Minnesota
$1.5M +$55.8K +115 +4%
LCM
609
Leisure Capital Management
California
$1.5M +$24.7K +51 +2%
AWM
610
Avitas Wealth Management
California
$1.49M +$3.4K +7 +0.2%
LA
611
Lindenwold Advisors
Pennsylvania
$1.48M -$206K -424 -12%
HIM
612
Hanlon Investment Management
New Jersey
$1.46M -$53.8K -111 -4%
AWM
613
Apollon Wealth Management
South Carolina
$1.44M -$27.6K -57 -2%
LA
614
Lifeworks Advisors
Michigan
$1.43M -$17.9K -37 -1%
WI
615
Wintrust Investments
Illinois
$1.43M +$165K +341 +13%
DM
616
Delphi Management
Massachusetts
$1.42M +$1.42M +2,930 New
JWA
617
JFS Wealth Advisors
Pennsylvania
$1.4M – – –
BHPW
618
Beverly Hills Private Wealth
California
$1.39M +$693K +1,396 +100%
BA
619
Bristlecone Advisors
Washington
$1.39M +$11.6K +24 +0.8%
TMAM
620
Tokio Marine Asset Management
Japan
$1.39M +$34.4K +71 +3%
NA
621
Navellier & Associates
Nevada
$1.38M +$75.2K +155 +6%
BW
622
Bison Wealth
Georgia
$1.38M +$80.5K +166 +6%
BCM
623
Boltwood Capital Management
California
$1.37M -$24.3K -50 -2%
BSW
624
Buckingham Strategic Wealth
Missouri
$1.37M +$15K +31 +1%
BC
625
Burney Company
Virginia
$1.37M +$113K +234 +9%
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