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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 %
PCA
626
Peddock Capital Advisors
Massachusetts
$2.66M -$178K -216 -6%
SAM
627
Silvercrest Asset Management
New York
$2.66M – – –
HIC
628
Holderness Investments Company
North Carolina
$2.63M +$68.4K +83 +3%
IAA
629
Independent Advisor Alliance
North Carolina
$2.6M +$929K +1,127 +56%
Verition Fund Management
630
Verition Fund Management
Connecticut
$2.58M -$309K -375 -11%
ODFS
631
O'Donnell Financial Services
California
$2.57M -$74.2K -90 -3%
ACP
632
Aviance Capital Partners
Florida
$2.56M -$364K -442 -12%
IMCOOI
633
Investment Management Corp of Ontario (IMCO)
Canada
$2.55M +$742K +900 +41%
SWS
634
SYSTM Wealth Solutions
Illinois
$2.54M -$2.35M -2,853 -48%
FTWA
635
Fifth Third Wealth Advisors
Ohio
$2.54M +$1.17M +1,424 +86%
CBT
636
Central Bank & Trust
Kentucky
$2.51M -$149K -181 -6%
CAPTRUST Financial Advisors
637
CAPTRUST Financial Advisors
North Carolina
$2.5M +$228K +277 +10%
Kovitz Investment Group Partners
638
Kovitz Investment Group Partners
Illinois
$2.5M +$1.02M +1,240 +69%
BWG
639
Boomfish Wealth Group
Georgia
$2.5M -$564K -684 -18%
AWM
640
Avitas Wealth Management
California
$2.49M -$21.4K -26 -0.9%
PAM
641
Palisade Asset Management
Minnesota
$2.47M -$33K -40 -1%
FFB
642
First Financial Bankshares
Texas
$2.47M -$70.1K -85 -3%
BSW
643
Buckingham Strategic Wealth
Missouri
$2.46M +$75K +91 +3%
Carson Wealth (CWM LLC)
644
Carson Wealth (CWM LLC)
Nebraska
$2.45M +$219K +266 +10%
ORG
645
Optimist Retirement Group
Washington
$2.45M -$279K -338 -10%
JWA
646
JFS Wealth Advisors
Pennsylvania
$2.45M -$825 -1 -0%
FFWA
647
FRG Family Wealth Advisors
Washington
$2.44M – – –
SIA
648
Strategic Investment Advisors
Michigan
$2.43M -$303K -368 -11%
SFM
649
Signet Financial Management
New Jersey
$2.42M -$256K -311 -10%
HWMA
650
Heritage Wealth Management (Arizona)
Arizona
$2.42M -$402K -488 -14%
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