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KLA
KLAC

Overview Fund Activity

1,111 hedge funds and large institutions have $55.9B invested in KLA in 2021 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 401 increasing their positions, 344 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,111
Holders Change
+143
Holders Change %
+14.77%
% of All Funds
17.16%
Holding in Top 10
41
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+192.86%
% of All Funds
0.63%
New
215
Increased
401
Reduced
344
Closed
57
Calls
$544M
Puts
$611M
Net Calls
-$66.5M
Net Calls Change
+$90.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$602M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$252M
3
MIHAS
Maj Invest Holding A/S
Denmark
+$242M
4
HF
HRT Financial
New York
+$149M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$127M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$944M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$913M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$226M
4
UBS Group
UBS Group
Switzerland
-$140M
5
Bessemer Group
Bessemer Group
New Jersey
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWS
651
Evergreen Wealth Solutions
Pennsylvania
$867K +$867K +2,015 New
CA
652
CGN Advisors
Kansas
$863K -$11.6K -27 -1%
TA
653
TKG Advisors
Indiana
$862K +$862K +2,004 New
BAM
654
Belpointe Asset Management
Nevada
$861K -$3.01K -7 -0.3%
BMCM
655
Burns Matteson Capital Management
New York
$844K +$133K +309 +19%
SAI
656
Systematic Alpha Investments
New Jersey
$843K – – –
STAS
657
Strong Tower Advisory Services
Minnesota
$838K -$111K -258 -12%
CF
658
Copperwynd Financial
Arizona
$825K -$176K -410 -18%
PTC
659
Private Trust Company
Ohio
$817K -$171K -397 -17%
GL
660
Graypoint LLC
New York
$817K +$16.3K +38 +2%
TMAM
661
Tokio Marine Asset Management
Japan
$812K +$165K +384 +26%
AssetMark Inc
662
AssetMark Inc
California
$812K +$605K +1,406 +292%
CCM
663
Coldstream Capital Management
Washington
$808K +$808K +1,879 New
FTDI
664
First Trust Direct Indexing
Massachusetts
$796K +$3.44K +8 +0.4%
CBN
665
Cadence Bank NA
Texas
$791K -$7.75K -18 -1%
CGL
666
Clarius Group LLC
Washington
$789K +$12K +28 +2%
CP
667
Camelot Portfolios
Ohio
$787K +$203K +473 +35%
CM
668
Castleark Management
Illinois
$785K – – –
HIM
669
Hillsdale Investment Management
Ontario, Canada
$782K -$8.59K -20 -1%
UB
670
UMB Bank
Missouri
$782K +$177K +412 +29%
KAS
671
Kestra Advisory Services
Texas
$777K -$375K -873 -33%
Koshinski Asset Management
672
Koshinski Asset Management
Illinois
$765K +$34.4K +80 +5%
WI
673
Wahed Invest
New York
$762K +$762K +1,772 New
Two Sigma Investments
674
Two Sigma Investments
New York
$760K -$33.4M -77,706 -98%
SMH
675
Sanders Morris Harris
Texas
$758K – – –
25 26
27
28 29