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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 %
EWM
701
EPG Wealth Management
Georgia
$925K -$1.94K -4 -0.2%
WT
702
Whittier Trust
California
$920K -$2.43K -5 -0.3%
MFG
703
Monte Financial Group
Connecticut
$919K +$107K +221 +13%
AWA
704
Alta Wealth Advisors
Massachusetts
$912K – – –
UH
705
Unigestion Holding
Switzerland
$910K – – –
EWS
706
Evergreen Wealth Solutions
Pennsylvania
$905K +$52.4K +108 +6%
WFC
707
Western Financial Corp
California
$904K -$109K -224 -11%
MFG
708
Merit Financial Group
Georgia
$904K +$533K +1,099 +144%
TCOT
709
Trust Company of Toledo
Ohio
$901K +$435K +897 +93%
CCA
710
Checchi Capital Advisers
California
$899K +$19.9K +41 +2%
OIA
711
OneDigital Investment Advisors
Kansas
$895K -$8.73K -18 -1%
PRS
712
Pinkerton Retirement Specialists
Idaho
$894K +$894K +1,844 New
CCG
713
Cypress Capital Group
Florida
$890K -$3.88K -8 -0.4%
ZB
714
Zions Bancorporation
Utah
$881K -$429K -884 -33%
ETC
715
Exchange Traded Concepts
Oklahoma
$876K -$3.84M -7,916 -81%
CF
716
Copperwynd Financial
Arizona
$876K +$5.82K +12 +0.7%
Carson Wealth (CWM LLC)
717
Carson Wealth (CWM LLC)
Nebraska
$875K +$218K +450 +33%
MYLI
718
Meiji Yasuda Life Insurance
Japan
$869K +$368K +759 +73%
FMAEN1
719
Fund Management at Engine No 1
California
$866K +$51.9K +107 +6%
CAM
720
Cypress Asset Management
Texas
$864K -$2.91K -6 -0.3%
RTC
721
Riverview Trust Company
Washington
$863K – – –
OTPPB
722
Ontario Teachers' Pension Plan Board
Ontario, Canada
$858K -$476K -981 -36%
CM
723
Columbus Macro
Pennsylvania
$857K +$294K +607 +52%
CSPIA
724
Cary Street Partners Investment Advisory
Virginia
$854K +$88.3K +182 +12%
TA
725
TFG Advisers
Michigan
$849K +$70.8K +146 +9%
27 28
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