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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 %
CGL
676
Clarius Group LLC
Washington
$806K -$19.6K -49 -2%
GFG
677
Greystone Financial Group
Michigan
$801K -$5.99K -15 -0.7%
LFM
678
Lumina Fund Management
New York
$798K – – –
ADMI
679
Albert D. Mason Inc
Massachusetts
$794K +$34.7K +87 +5%
Kovitz Investment Group Partners
680
Kovitz Investment Group Partners
Illinois
$793K -$41.9K -105 -5%
EMG
681
ETF Managers Group
New Jersey
$792K -$3.18M -7,973 -80%
TPW
682
Transatlantique Private Wealth
New York
$786K +$5.88K +15 +0.8%
NIC
683
Northwest Investment Counselors
Oregon
$786K -$3.99K -10 -0.5%
SAI
684
Systematic Alpha Investments
New Jersey
$783K – – –
HCM
685
Hollencrest Capital Management
California
$781K +$548K +1,373 +236%
STAS
686
Strong Tower Advisory Services
Minnesota
$771K +$14.4K +36 +2%
UB
687
UMB Bank
Missouri
$764K +$19.6K +49 +3%
EWM
688
EPG Wealth Management
Georgia
$763K +$435K +1,090 +133%
WT
689
Whittier Trust
California
$759K +$162K +405 +27%
UH
690
Unigestion Holding
Switzerland
$755K -$267K -673 -26%
SFA
691
Souders Financial Advisors
Ohio
$752K -$14K -35 -2%
AWA
692
Alta Wealth Advisors
Massachusetts
$751K – – –
OIA
693
OneDigital Investment Advisors
Kansas
$744K +$29.9K +75 +4%
BAM
694
Blueshift Asset Management
New Jersey
$742K +$742K +1,859 New
MYAM
695
Meiji Yasuda Asset Management
Japan
$736K +$51.9K +130 +8%
CCG
696
Cypress Capital Group
Florida
$735K +$735K +1,842 New
LTAS
697
Linden Thomas Advisory Services
North Carolina
$728K +$204K +511 +39%
CCA
698
Checchi Capital Advisers
California
$724K -$1.6K -4 -0.2%
FHA
699
Flagship Harbor Advisors
Massachusetts
$721K +$249K +623 +53%
NL
700
NVWM LLC
Pennsylvania
$717K +$352K +883 +97%
26 27
28
29 30