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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 %
PWMAG
676
Pinnacle Wealth Management Advisory Group
New Jersey
$2.1M +$225K +273 +12%
WTC
677
WhitTier Trust Company
Nevada
$2.1M -$825 -1 -0%
MA
678
Mutual Advisors
Nebraska
$2.08M +$375K +482 +22%
CA
679
Claro Advisors
Massachusetts
$2.07M +$14K +17 +0.7%
SGI
680
Summit Global Investments
Utah
$2.07M +$786K +953 +61%
BA
681
Bristlecone Advisors
Washington
$2.05M -$277K -336 -12%
IFS
682
Ifrah Financial Services
Arkansas
$2.05M -$392K -476 -16%
GAM
683
Groupama Asset Management
France
$2.04M +$2.04M +2,477 New
VWM
684
Vivid Wealth Management
Iowa
$2.03M +$1.28M +1,550 +169%
RL
685
Retireful LLC
Michigan
$2.03M +$2.03M +2,466 New
RAM
686
Ramirez Asset Management
New York
$2.03M -$1.02M -1,232 -33%
CCM
687
Coldstream Capital Management
Washington
$2.03M +$16.5K +20 +0.8%
TPA
688
Trivium Point Advisory
Connecticut
$2.02M +$382K +463 +23%
IAN
689
Integrated Advisors Network
Texas
$2.01M -$12.4K -15 -0.6%
EAM
690
EFG Asset Management
Oregon
$2.01M -$369K -448 -16%
JCM
691
Jacobi Capital Management
Pennsylvania
$2M +$27.2K +33 +1%
RSA
692
River Street Advisors
Illinois
$1.99M -$2.47K -3 -0.1%
LC
693
Lavaca Capital
Texas
$1.99M +$825 +1 +0%
LCM
694
Leisure Capital Management
California
$1.98M -$79.2K -96 -4%
IFWM
695
Institute for Wealth Management
Colorado
$1.98M -$23.1K -28 -1%
ATC
696
Argent Trust Co
Tennessee
$1.97M -$135K -164 -6%
LA
697
Lifeworks Advisors
Michigan
$1.95M -$293K -356 -13%
FM
698
Foster & Motley
Ohio
$1.95M +$388K +470 +25%
HWMO
699
Heritage Wealth Management (Ohio)
Ohio
$1.94M +$1.94M +2,263 New
DAS
700
Dynamic Advisor Solutions
Arizona
$1.9M +$47K +57 +3%
26 27
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