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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 %
HFO
651
Heritage Family Offices
Arizona
$2.42M +$2.42M +2,934 New
CCS
652
Concentric Capital Strategies
Connecticut
$2.41M -$3.56M -4,319 -60%
LAM
653
L2 Asset Management
Massachusetts
$2.4M -$1.57M -1,909 -40%
TPM
654
Triasima Portfolio Management
Quebec, Canada
$2.37M +$3.3K +4 +0.1%
HNB
655
Hilltop National Bank
Wyoming
$2.36M -$75.9K -92 -3%
WI
656
Wahed Invest
New York
$2.36M +$155K +188 +7%
PP
657
PDT Partners
New York
$2.31M -$1.9M -2,300 -45%
Nomura Holdings
658
Nomura Holdings
Japan
$2.29M +$101K +123 +5%
CPWA
659
Cerro Pacific Wealth Advisors
California
$2.27M +$2.27M +2,750 New
PS
660
Principal Securities
Iowa
$2.26M +$594K +720 +36%
GL
661
Graypoint LLC
New York
$2.26M +$82.5K +100 +4%
CGFA
662
Colton Groome Financial Advisors
North Carolina
$2.24M +$150K +182 +7%
PS
663
Pensionfund Sabic
Netherlands
$2.23M – – –
LC
664
Lindbrook Capital
California
$2.21M +$94.8K +115 +4%
LA
665
Lindenwold Advisors
Pennsylvania
$2.2M -$19K -23 -0.9%
AAM
666
Ascension Asset Management
New York
$2.19M – – –
NP
667
NorthRock Partners
Minnesota
$2.18M +$97.3K +118 +5%
WFC
668
Western Financial Corp
California
$2.16M +$962K +1,167 +81%
SA
669
SRN Advisors
Pennsylvania
$2.13M – – –
Luther King Capital Management (LKCM)
670
Luther King Capital Management (LKCM)
Texas
$2.13M +$70.1K +85 +3%
UFF
671
USA Financial Formulas
Michigan
$2.13M +$190K +231 +10%
FDS
672
Freedom Day Solutions
Texas
$2.13M -$223K -271 -10%
SRL
673
Scientech Research LLC
New Jersey
$2.1M +$1.37M +1,667 +189%
AG
674
Ascent Group
Virginia
$2.1M +$299K +362 +17%
TA
675
Tectonic Advisors
Texas
$2.1M +$65.1K +79 +3%
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