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KLA
KLAC

Overview Fund Activity

1,218 hedge funds and large institutions have $57.7B invested in KLA in 2023 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 416 increasing their positions, 474 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+62
Holders Change %
+5.36%
% of All Funds
19.21%
Holding in Top 10
38
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+52%
% of All Funds
0.6%
New
142
Increased
416
Reduced
474
Closed
73
Calls
$581M
Puts
$663M
Net Calls
-$82M
Net Calls Change
-$134M

Top Buyers

1
JIM
Jensen Investment Management
Oregon
+$206M
2
Fidelity International
Fidelity International
Bermuda
+$132M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
+$113M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$93.5M
5
ECU
Egerton Capital (UK)
United Kingdom
+$92.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.74B
2
Capital International Investors
Capital International Investors
California
-$263M
3
Goldman Sachs
Goldman Sachs
New York
-$253M
4
Bank of America
Bank of America
North Carolina
-$205M
5
Amundi
Amundi
France
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADMI
676
Albert D. Mason Inc
Massachusetts
$1.01M +$49K +101 +5%
VEA
677
Virtus ETF Advisers
New York
$1M -$11.2K -23 -1%
GS
678
GTS Securities
New York
$1M +$1M +2,062 New
MWM
679
Meridian Wealth Management
Kentucky
$997K -$512K -1,055 -34%
SOS
680
Silver Oak Securities
Tennessee
$992K +$681K +1,404 +219%
UB
681
UMB Bank
Missouri
$988K +$59.7K +123 +6%
IAA
682
Independent Advisor Alliance
North Carolina
$984K -$27.2K -56 -3%
VF
683
Virtu Financial
New York
$983K +$983K +2,027 New
SW
684
SteelPeak Wealth
California
$982K +$982K +2,025 New
Credit Agricole
685
Credit Agricole
France
$981K -$82.5K -170 -8%
HFM
686
Hartford Financial Management
Connecticut
$980K +$892K +1,840 +1,022%
TPW
687
Transatlantique Private Wealth
New York
$973K – – –
STAS
688
Strong Tower Advisory Services
Minnesota
$971K +$34.9K +72 +4%
LFM
689
Lumina Fund Management
New York
$970K – – –
CGL
690
Clarius Group LLC
Washington
$970K -$9.7K -20 -1%
SFS
691
Stiles Financial Services
Minnesota
$969K +$137K +282 +16%
NL
692
NVWM LLC
Pennsylvania
$960K +$88.8K +183 +10%
WI
693
Wahed Invest
New York
$959K +$959K +1,978 New
Kovitz Investment Group Partners
694
Kovitz Investment Group Partners
Illinois
$957K -$6.31K -13 -0.7%
SAI
695
Systematic Alpha Investments
New Jersey
$951K – – –
SI
696
Scharf Investments
California
$951K +$142K +293 +18%
HCM
697
Hollencrest Capital Management
California
$949K – – –
QIM
698
Quantitative Investment Management
Virginia
$934K -$314K -647 -25%
SCA
699
Snowden Capital Advisors
New York
$931K +$88.3K +182 +10%
Simplex Trading
700
Simplex Trading
Illinois
$926K +$926K +1,910 New
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