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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 %
BFC
676
Bedel Financial Consulting
Indiana
$2K +$235 +2 +13%
EI
677
Ellevest Inc
New York
$2K +$1.5K +9 +300%
IFAM
678
Institutional & Family Asset Management
Colorado
$2K +$2K +12 New
WAP
679
Wealthcare Advisory Partners
Pennsylvania
$2K +$2K +12 New
SSB
680
Sandy Spring Bank
Maryland
$2K +$2K +13 New
PWMG
681
Prestige Wealth Management Group
New Jersey
$2K +$2K +13 New
SC
682
Solstein Capital
California
$2K +$2K +15 New
FP
683
Financial Perspectives
Minnesota
$1.89K – – –
OAM
684
Optimal Asset Management
California
$1.82K +$913 +6,352 +101%
AIM
685
Anchor Investment Management
South Carolina
$1.73K +$1.73K +12 New
AWM
686
Avior Wealth Management
Nebraska
$1K – – –
TFA
687
Transamerica Financial Advisors
Florida
$1K – – –
FHA
688
Flagship Harbor Advisors
Massachusetts
$1K – – –
GTAM
689
Global Trust Asset Management
Florida
$1K – – –
EWM
690
Endurance Wealth Management
Rhode Island
$1K +$1K +4 New
CAN
691
Claraphi Advisory Network
United States
$1K +$1K +7 New
GEA
692
Glen Eagle Advisors
New Jersey
$431 -$2.59K -18 -86%
WA
693
WBH Advisory
Maryland
$201 – – –
WIM
694
Westside Investment Management
California
$16 +$16 +113 New
AIM
695
Artemis Investment Management
United Kingdom
– -$36.2M -203,529 Closed
WP
696
Woodline Partners
California
– -$26.9M -151,029 Closed
TPM
697
Totem Point Management
New York
– -$19.7M -110,439 Closed
MPM
698
Meritage Portfolio Management
Kansas
– -$13.9M -77,775 Closed
KCM
699
Kornitzer Capital Management
Kansas
– -$9.57M -53,712 Closed
Two Sigma Investments
700
Two Sigma Investments
New York
– -$9.44M -52,974 Closed
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