KLAC icon

KLA
KLAC

Overview Fund Activity

748 hedge funds and large institutions have $27B invested in KLA in 2020 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 275 increasing their positions, 282 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+4
Holders Change %
+0.54%
% of All Funds
15.13%
Holding in Top 10
3
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-72.73%
% of All Funds
0.06%
New
85
Increased
275
Reduced
282
Closed
78
Calls
$252M
Puts
$295M
Net Calls
-$43.1M
Net Calls Change
-$31.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$682M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$353M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$192M
4
Prudential Financial
Prudential Financial
New Jersey
$118M
5
Capital International Investors
Capital International Investors
California
$1.77B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.38B
2
Boston Partners
Boston Partners
Massachusetts
$319M
3
Invesco
Invesco
Georgia
$242M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$134M
5
Victory Capital Management
Victory Capital Management
Texas
$84M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
701
Anchor Investment Management
South Carolina
$11.6K +$9.3K +48 +400%
SL
702
Savior LLC
Massachusetts
$11K – – –
FRA
703
Front Row Advisors
California
$11K +$2.75K +11 +33%
ETC
704
Exchange Traded Concepts
Oklahoma
$10K -$1.2K -6 -11%
TFO
705
Tarbox Family Office
California
$10K – – –
BWM
706
Baystate Wealth Management
Massachusetts
$10K +$185 +1 +2%
ECM
707
Estabrook Capital Management
New York
$8.53K – – –
TFS
708
TrustCore Financial Services
Tennessee
$8K +$8K +40 New
BAM
709
Barrett Asset Management
New York
$7K – – –
OIA
710
Optimum Investment Advisors
Illinois
$7K +$7K +35 New
VFA
711
Valeo Financial Advisors
Indiana
$6K -$5.82K -32 -49%
CLOS
712
Compagnie Lombard Odier SCmA
Switzerland
$6K +$6K +29 New
WB
713
Webster Bank
Connecticut
$6K +$6K +30 New
GWM
714
Geneos Wealth Management
Colorado
$5K – – –
MA
715
MUFG Americas
New York
$5K – – –
WCG
716
Weaver Consulting Group
California
$5K – – –
SWA
717
Sutton Wealth Advisors
Florida
$4.26K – – –
WLPWM
718
Walled Lake Planning & Wealth Management
Illinois
$4K – – –
FWM
719
Focused Wealth Management
New York
$4K – – –
TPWA
720
TRUE Private Wealth Advisors
Oregon
$4K – – –
EWA
721
Evolution Wealth Advisors
Florida
$4K – – –
CA
722
Crewe Advisors
Utah
$4K +$4K +20 New
BFC
723
Bedel Financial Consulting
Indiana
$3K – – –
HI
724
Hudock Inc
Pennsylvania
$3K – – –
AWM
725
Adams Wealth Management
Utah
$3K +$3K +13 New
27 28
29
30 31