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KLA
KLAC

Overview Fund Activity

1,111 hedge funds and large institutions have $55.9B invested in KLA in 2021 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 401 increasing their positions, 344 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,111
Holders Change
+143
Holders Change %
+14.77%
% of All Funds
17.16%
Holding in Top 10
41
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+192.86%
% of All Funds
0.63%
New
215
Increased
401
Reduced
344
Closed
57
Calls
$544M
Puts
$611M
Net Calls
-$66.5M
Net Calls Change
+$90.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$602M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$252M
3
MIHAS
Maj Invest Holding A/S
Denmark
+$242M
4
HF
HRT Financial
New York
+$149M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$127M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$944M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$913M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$226M
4
UBS Group
UBS Group
Switzerland
-$140M
5
Bessemer Group
Bessemer Group
New Jersey
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWMG
701
King Wealth Management Group
Florida
$645K – – –
YMRC
702
Yorktown Management & Research Company
Virginia
$645K – – –
PAM
703
Palisade Asset Management
Minnesota
$645K +$53.8K +125 +9%
SPC
704
Sigma Planning Corp
Michigan
$641K +$251K +583 +64%
BTWM
705
Baker Tilly Wealth Management
Wisconsin
$632K +$172K +399 +37%
ADMI
706
Albert D. Mason Inc
Massachusetts
$631K +$46.9K +109 +8%
Fisher Asset Management
707
Fisher Asset Management
Washington
$626K -$25K -58 -4%
SI
708
Scharf Investments
California
$621K +$621K +1,443 New
TNA
709
True North Advisors
Texas
$618K +$13.8K +32 +2%
TA
710
Tectonic Advisors
Texas
$618K +$52.9K +123 +9%
CI
711
Conning Inc
Connecticut
$616K -$74.4K -173 -11%
EI
712
Ethic Inc
New York
$614K +$329K +764 +115%
TNBTD
713
Trustmark National Bank Trust Department
Mississippi
$613K +$9.03K +21 +1%
PCA
714
Personal Capital Advisors
California
$610K +$6.01K +14 +1%
SIM
715
Sentry Investment Management
Wisconsin
$609K +$35.7K +83 +6%
CL
716
CPWM LLC
Washington
$607K – – –
CIM
717
CIM Investment Management
Pennsylvania
$607K +$607K +1,412 New
MWM
718
Modera Wealth Management
New Jersey
$600K +$600K +1,396 New
TIA
719
Trust Investment Advisors
Indiana
$600K +$600K +1,396 New
DHFB
720
Dixon Hubard Feinour & Brown
Virginia
$599K +$599K +1,392 New
PSUF
721
People's United Financial
Connecticut
$597K – – –
SSWM
722
Smith Salley Wealth Management
North Carolina
$586K +$25.8K +60 +5%
LC
723
Lindbrook Capital
California
$583K -$11.2K -26 -2%
PIM
724
Penobscot Investment Management
Massachusetts
$583K +$2.15K +5 +0.4%
TIAM2
725
Tru Independence Asset Management 2
Oregon
$579K -$52K -121 -8%
27 28
29
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