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KLA
KLAC

Overview Fund Activity

1,521 hedge funds and large institutions have $96.7B invested in KLA in 2024 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 549 increasing their positions, 579 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,521
Holders Change
+67
Holders Change %
+4.61%
% of All Funds
22.12%
Holding in Top 10
62
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.57%
% of All Funds
0.9%
New
174
Increased
549
Reduced
579
Closed
89
Calls
$923M
Puts
$995M
Net Calls
-$71.7M
Net Calls Change
+$100M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$453M
2
Goldman Sachs
Goldman Sachs
New York
+$317M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$280M
4
Norges Bank
Norges Bank
Norway
+$266M
5
UBS AM
UBS AM
Illinois
+$195M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$495M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$424M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$422M
4
Ameriprise
Ameriprise
Minnesota
-$250M
5
Morgan Stanley
Morgan Stanley
New York
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
601
Navellier & Associates
Nevada
$3.01M -$47.8K -58 -2%
CWR
602
Chico Wealth RIA
California
$3.01M – – –
ACM
603
Advisors Capital Management
New Jersey
$3M -$167K -202 -5%
HI
604
Horizon Investments
North Carolina
$2.99M +$743K +901 +33%
EB
605
Eastern Bank
Massachusetts
$2.99M -$4.95K -6 -0.2%
GI
606
GLOBALT Investments
Georgia
$2.98M -$112K -136 -4%
MMG
607
Monetary Management Group
Missouri
$2.95M +$515K +625 +21%
CIBC Private Wealth Group
608
CIBC Private Wealth Group
Georgia
$2.92M -$18.3M -21,114 -86%
LHC
609
Little House Capital
Massachusetts
$2.89M -$19K -23 -0.7%
HWM
610
HB Wealth Management
Georgia
$2.87M +$393K +477 +16%
LA
611
Legacy Advisors
Pennsylvania
$2.87M +$329K +399 +13%
THWM
612
Taylor Hoffman Wealth Management
Virginia
$2.83M – – –
BCM
613
Bridgeway Capital Management
Texas
$2.82M -$7.01M -8,500 -71%
FIM
614
Freedom Investment Management
Connecticut
$2.8M -$694K -842 -20%
WBC
615
Westpac Banking Corp
Australia
$2.78M -$45.3K -55 -2%
OIA
616
OneDigital Investment Advisors
Kansas
$2.78M +$781K +947 +39%
ZF
617
Zhang Financial
Michigan
$2.78M +$55.2K +67 +2%
SNB
618
Security National Bank
Nebraska
$2.76M +$721K +875 +35%
TFS
619
Thoroughbred Financial Services
Tennessee
$2.73M +$733K +889 +37%
SFM
620
Sphera Funds Management
Israel
$2.72M +$2.72M +3,300 New
GS
621
GTS Securities
New York
$2.72M -$1.45M -1,757 -35%
TIAA Trust, National Association
622
TIAA Trust, National Association
North Carolina
$2.68M +$11.5K +14 +0.4%
PWM
623
Pinnacle Wealth Management
California
$2.68M +$101K +123 +4%
MAS
624
Meeder Advisory Services
Ohio
$2.67M +$646K +783 +32%
TSS
625
Two Sigma Securities
New York
$2.67M -$10.6M -12,850 -80%
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