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KLA
KLAC

Overview Fund Activity

697 hedge funds and large institutions have $20.3B invested in KLA in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 229 increasing their positions, 297 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-60
Holders Change %
-7.93%
% of All Funds
15.4%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.22%
New
69
Increased
229
Reduced
297
Closed
122
Calls
$97M
Puts
$112M
Net Calls
-$15.5M
Net Calls Change
+$15.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$943M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$116M
3
CI
Clal Insurance
Israel
+$108M
4
Parnassus Investments
Parnassus Investments
California
+$106M
5
Fidelity International
Fidelity International
Bermuda
+$95.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$463M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$192M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$116M
4
BlackRock
BlackRock
New York
-$97.5M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$77.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
651
FSA Wealth Management
Massachusetts
$8K – – –
LWA
652
Lenox Wealth Advisors
New York
$8K – – –
BWM
653
Baystate Wealth Management
Massachusetts
$8K +$6.94K +46 +657%
PW
654
Price Wealth
Texas
$8K +$6.96K +47 +671%
JCM
655
Jacobi Capital Management
Pennsylvania
$7K – – –
CAC
656
Certified Advisory Corp
Florida
$7K – – –
ECM
657
Estabrook Capital Management
New York
$6.33K – – –
HPC
658
HM Payson & Co
Maine
$5K – – –
BAM
659
Barrett Asset Management
New York
$5K – – –
FRA
660
Front Row Advisors
California
$5K – – –
OSAM
661
O'Shaughnessy Asset Management
Connecticut
$4K -$48.3K -374 -92%
TFO
662
Tarbox Family Office
California
$4K -$1.39K -9 -26%
MA
663
MUFG Americas
New York
$4K – – –
WCG
664
Weaver Consulting Group
California
$4K +$4K +25 New
BGIM
665
Brandywine Global Investment Management
Pennsylvania
$4K +$4K +26 New
SWA
666
Sutton Wealth Advisors
Florida
$3.16K +$431 +3 +16%
GWM
667
Geneos Wealth Management
Colorado
$3K -$21.4K -200 -88%
TPWA
668
TRUE Private Wealth Advisors
Oregon
$3K -$7.57K -58 -72%
WLPWM
669
Walled Lake Planning & Wealth Management
Illinois
$3K – – –
CIM
670
Contravisory Investment Management
Massachusetts
$3K +$3K +22 New
FCH
671
Freestone Capital Holdings
Washington
$2.89K -$3.64K -25,311 -56%
AWA
672
Arkadios Wealth Advisors
Georgia
$2.3K – – –
FANJ
673
Financial Architects (New Jersey)
New Jersey
$2K -$1.5K -9 -43%
LPWM
674
Lake Point Wealth Management
Texas
$2K – – –
HI
675
Hudock Inc
Pennsylvania
$2K – – –
25 26
27
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