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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 %
LC
626
Lavaca Capital
Texas
$1.08M +$798 +2 +0.1%
ZB
627
Zions Bancorporation
Utah
$1.08M +$77.8K +195 +8%
Luther King Capital Management (LKCM)
628
Luther King Capital Management (LKCM)
Texas
$1.08M – – –
NA
629
Navellier & Associates
Nevada
$1.08M +$58.7K +147 +6%
1WA
630
180 Wealth Advisors
Washington
$1.07M +$285K +714 +36%
ZF
631
Zhang Financial
Michigan
$1.07M +$35.9K +90 +3%
EWM
632
Empirical Wealth Management
Washington
$1.06M +$85.4K +214 +9%
LAM
633
L2 Asset Management
Massachusetts
$1.06M +$1.06M +2,646 New
BSW
634
Buckingham Strategic Wealth
Missouri
$1.06M – – –
QI
635
Qtron Investments
Massachusetts
$1.06M -$103K -259 -9%
PE
636
Point72 Europe
United Kingdom
$1.04M +$1.04M +2,600 New
WI
637
Wintrust Investments
Illinois
$1.04M +$234K +587 +29%
BW
638
Bison Wealth
Georgia
$1.03M -$20.1K -52 -2%
Federated Hermes
639
Federated Hermes
Pennsylvania
$1.03M -$1.2K -3 -0.1%
BC
640
Burney Company
Virginia
$1.03M -$22K -55 -2%
QIM
641
Quantitative Investment Management
Virginia
$1.03M +$237K +595 +30%
PWMAG
642
Pinnacle Wealth Management Advisory Group
New Jersey
$1.02M +$61.9K +155 +6%
CPWA
643
Cerro Pacific Wealth Advisors
California
$1.01M +$190K +476 +23%
TA
644
Tectonic Advisors
Texas
$1.01M +$56.7K +142 +6%
WTC
645
WhitTier Trust Company
Nevada
$999K -$1.2K -3 -0.1%
IFWM
646
Institute for Wealth Management
Colorado
$996K -$14K -35 -1%
ATC
647
Argent Trust Co
Tennessee
$990K -$159K -399 -14%
LNC
648
Lincoln National Corp
Pennsylvania
$990K +$31.9K +80 +3%
MFGM
649
Marshall Financial Group (Maryland)
Maryland
$983K -$317K -794 -24%
MAM
650
Martingale Asset Management
Massachusetts
$974K -$76.6K -192 -7%
24 25
26
27 28