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KLA
KLAC

Overview Fund Activity

748 hedge funds and large institutions have $27B invested in KLA in 2020 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 275 increasing their positions, 282 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+4
Holders Change %
+0.54%
% of All Funds
15.13%
Holding in Top 10
3
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-72.73%
% of All Funds
0.06%
New
85
Increased
275
Reduced
282
Closed
78
Calls
$252M
Puts
$295M
Net Calls
-$43.1M
Net Calls Change
-$31.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$276M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$173M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$103M
4
Prudential Financial
Prudential Financial
New Jersey
+$88.4M
5
Capital International Investors
Capital International Investors
California
+$87.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$518M
2
Boston Partners
Boston Partners
Massachusetts
-$132M
3
Invesco
Invesco
Georgia
-$102M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$92M
5
Victory Capital Management
Victory Capital Management
Texas
-$88M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
651
Alpha Windward
Massachusetts
$67K – – –
CB
652
CNB Bank
Pennsylvania
$63K -$80.8K -418 -56%
EP
653
Eudaimonia Partners
Tennessee
$63K +$3.85K +20 +7%
BAMF
654
BI Asset Management Fondsmaeglerselskab
Denmark
$60K +$60K +311 New
KFS
655
Kelly Financial Services
Massachusetts
$58.6K – – –
BWM
656
BNC Wealth Management
Oregon
$58K +$58K +300 New
SQA
657
Simon Quick Advisors
New Jersey
$53K +$193 +1 +0.4%
MPWT
658
MassMutual Private Wealth & Trust
Connecticut
$50K -$1.55K -8 -3%
VCM
659
Versant Capital Management
Arizona
$50K – – –
BCA
660
Berman Capital Advisors
Georgia
$49K +$5.99K +32 +14%
HI
661
Human Investing
Oregon
$48K -$11.5K -59 -19%
CA
662
Clearstead Advisors
Ohio
$44K – – –
WPA
663
West Paces Advisors
Georgia
$42.2K – – –
CFA
664
Carroll Financial Associates
North Carolina
$42K -$3.5K -18 -8%
RFA
665
Reilly Financial Advisors
California
$39K -$58.5K -300 -60%
FHA
666
Flagship Harbor Advisors
Massachusetts
$39K +$31.1K +162 +395%
SFSIG
667
San Francisco Sentry Investment Group
California
$38K – – –
IBOK
668
Independence Bank of Kentucky
Kentucky
$38K – – –
PFO
669
Pathstone Family Office
New Jersey
$35K – – –
PMFA
670
Plante Moran Financial Advisors
Michigan
$34K – – –
GI
671
Gradient Investments
Minnesota
$34K – – –
ZB
672
Zions Bancorporation
Utah
$33K – – –
PFBT
673
Parkside Financial Bank & Trust
Missouri
$32K +$593 +3 +2%
PCG
674
Private Capital Group
Connecticut
$32K +$17.6K +92 +123%
HDIM
675
Hanson & Doremus Investment Management
Vermont
$31K -$10K -52 -24%
25 26
27
28 29