1,270 hedge funds and large institutions have $55B invested in KLA in 2023 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 459 increasing their positions, 460 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,270
Holders Change
+52
Holders Change %
+4.27%
% of All Funds
20.25%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
137
Increased
459
Reduced
460
Closed
74
Calls
$637M
Puts
$688M
Net Calls
-$50.7M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Shares
Change %
EFM
701
Eley Financial Management
Vermont
$989K +$989K +2,159 New
IAN
702
Integrated Advisors Network
Texas
$988K -$13.8K -30 -1%
ADMI
703
Albert D. Mason Inc
Massachusetts
$988K +$28.5K +62 +3%
CANY
704
Caxton Associates (New York)
New York
$982K +$501K +1,093 +104%
OIA
705
OneDigital Investment Advisors
Kansas
$979K +$132K +288 +16%
LTL
706
Lowery Thomas LLC
California
$969K
MG
707
Mather Group
Illinois
$967K +$170K +371 +21%
UB
708
UMB Bank
Missouri
$960K +$25.2K +55 +3%
GA
709
GraniteShares Advisors
New York
$951K +$951K +2,074 New
1WA
710
180 Wealth Advisors
Washington
$950K -$123K -269 -11%
FHB
711
First Hawaiian Bank
Hawaii
$939K +$143K +312 +18%
NL
712
NVWM LLC
Pennsylvania
$930K +$22K +48 +2%
SMC
713
Smith, Moore & Co
Missouri
$929K +$929K +2,026 New
IIC
714
Ironwood Investment Counsel
Arizona
$924K -$11.2K -136 -1%
TPW
715
Transatlantique Private Wealth
New York
$921K +$12.7K +28 +1%
LFM
716
Lumina Fund Management
New York
$917K
SAI
717
Systematic Alpha Investments
New Jersey
$899K
STAS
718
Strong Tower Advisory Services
Minnesota
$899K -$19.3K -42 -2%
HCM
719
Hollencrest Capital Management
California
$897K
FMAEN1
720
Fund Management at Engine No 1
California
$897K +$77.5K +169 +9%
KIC
721
Keating Investment Counselors
Florida
$894K +$505K +1,100 +129%
TA
722
TFG Advisers
Michigan
$891K +$88.5K +193 +11%
SC
723
Savant Capital
Illinois
$883K +$95.9K +209 +12%
WT
724
Whittier Trust
California
$881K +$11K +24 +1%
SFS
725
Stiles Financial Services
Minnesota
$877K -$39.9K -87 -4%