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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 %
MMPW
651
Mitchell McLeod Pugh & Williams
Alabama
$965K – – –
AIP
652
Almanack Investment Partners
Pennsylvania
$958K – – –
CIM
653
Chapman Investment Management
California
$956K – – –
CIM
654
Contravisory Investment Management
Massachusetts
$952K +$220K +552 +30%
FTDI
655
First Trust Direct Indexing
Massachusetts
$948K +$29.1K +73 +3%
IAN
656
Integrated Advisors Network
Texas
$938K +$408K +1,023 +77%
MIH
657
Meitav Investment House
Israel
$927K – – –
PWP
658
Private Wealth Partners
California
$918K +$918K +2,300 New
GL
659
Graypoint LLC
New York
$915K +$41.1K +103 +5%
SIP
660
Stoneridge Investment Partners
Pennsylvania
$911K +$911K +2,283 New
CCM
661
Coldstream Capital Management
Washington
$898K -$47.1K -118 -5%
LC
662
Lindbrook Capital
California
$888K +$305K +764 +52%
RJT
663
Raymond James Trust
Florida
$885K +$8.39K +21 +1%
Credit Agricole
664
Credit Agricole
France
$875K +$383K +960 +78%
HWM
665
HB Wealth Management
Georgia
$871K -$1.97M -4,937 -69%
EGA
666
E&G Advisors
Texas
$866K – – –
MA
667
Mutual Advisors
Nebraska
$863K +$5.19K +13 +0.6%
SA
668
SRN Advisors
Pennsylvania
$863K +$211K +534 +32%
DAS
669
Dynamic Advisor Solutions
Arizona
$855K -$7.18K -18 -0.8%
CC
670
Corton Capital
Ontario, Canada
$843K +$201K +503 +31%
WFC
671
Western Financial Corp
California
$833K -$2.4K -6 -0.3%
IAA
672
Independent Advisor Alliance
North Carolina
$833K +$833K +2,086 New
VEA
673
Virtus ETF Advisers
New York
$832K -$227K -569 -21%
WPW
674
Waldron Private Wealth
Pennsylvania
$831K +$831K +2,082 New
ESCM
675
Echo Street Capital Management
New York
$823K +$396K +991 +93%
25 26
27
28 29