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KLA
KLAC

Overview Fund Activity

1,270 hedge funds and large institutions have $55B invested in KLA in 2023 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 459 increasing their positions, 460 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,270
Holders Change
+52
Holders Change %
+4.27%
% of All Funds
20.25%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
137
Increased
459
Reduced
460
Closed
74
Calls
$637M
Puts
$688M
Net Calls
-$50.7M
Net Calls Change
+$31.3M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$184M
2
Alkeon Capital Management
Alkeon Capital Management
New York
+$183M
3
Two Sigma Investments
Two Sigma Investments
New York
+$136M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$99.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$87.3M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$202M
2
Capital International Investors
Capital International Investors
California
-$202M
3
MGIM
M&G Investment Management
United Kingdom
-$120M
4
ECU
Egerton Capital (UK)
United Kingdom
-$92.7M
5
Barclays
Barclays
United Kingdom
-$81.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWA
601
KCS Wealth Advisory
California
$1.7M -$152K -331 -8%
GAG
602
GM Advisory Group
New York
$1.69M -$151K -330 -8%
GT
603
Greenleaf Trust
Michigan
$1.66M +$10.1K +22 +0.6%
PAG
604
Private Advisor Group
New Jersey
$1.66M -$624K -1,361 -27%
FI
605
Fosun International
China
$1.63M -$264K -575 -14%
PCA
606
Peddock Capital Advisors
Massachusetts
$1.63M +$1.84K +4 +0.1%
SCM
607
Stevens Capital Management
Pennsylvania
$1.62M +$1.1M +2,388 +210%
ACL
608
Applied Capital LLC
Florida
$1.61M -$32.1K -70 -2%
DA
609
Dover Advisors
Virginia
$1.61M -$459 -1 -0%
BIAS
610
Beacon Investment Advisory Services
New Jersey
$1.61M – – –
THWM
611
Taylor Hoffman Wealth Management
Virginia
$1.6M -$4.59K -10 -0.3%
SW
612
SteelPeak Wealth
California
$1.6M +$672K +1,465 +72%
GCM
613
Graham Capital Management
Connecticut
$1.59M -$80.3K -175 -5%
FDS
614
Freedom Day Solutions
Texas
$1.57M -$101K -220 -6%
O
615
Ossiam
France
$1.56M -$27.5M -59,989 -95%
LA
616
Legacy Advisors
Pennsylvania
$1.56M +$420K +916 +37%
FFWA
617
FRG Family Wealth Advisors
Washington
$1.56M – – –
EWM
618
Empirical Wealth Management
Washington
$1.56M +$122K +265 +8%
CD
619
Chapin Davis
Maryland
$1.54M +$1.54M +3,359 New
CC
620
Centiva Capital
New York
$1.54M +$1.54M +3,358 New
IFS
621
Ifrah Financial Services
Arkansas
$1.54M -$13.8K -30 -0.9%
TPM
622
Triasima Portfolio Management
Quebec, Canada
$1.54M +$1.54M +3,351 New
TIAA Trust, National Association
623
TIAA Trust, National Association
North Carolina
$1.53M +$1.53M +3,340 New
WI
624
Wintrust Investments
Illinois
$1.53M +$179K +390 +13%
SIA
625
Strategic Investment Advisors
Michigan
$1.51M +$1.51M +3,293 New
23 24
25
26 27