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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 %
PWP
701
Private Wealth Partners
California
$1.9M – – –
QI
702
Qtron Investments
Massachusetts
$1.89M +$340K +412 +22%
RJT
703
Raymond James Trust
Florida
$1.88M -$110K -134 -6%
NSB
704
Norway Savings Bank
Maine
$1.88M -$66K -80 -3%
ADMI
705
Albert D. Mason Inc
Massachusetts
$1.86M +$4.95K +6 +0.3%
BRWA
706
B. Riley Wealth Advisors
Florida
$1.86M -$56.1K -68 -3%
DM
707
Delphi Management
Massachusetts
$1.85M -$124K -151 -6%
MFGM
708
Marshall Financial Group (Maryland)
Maryland
$1.85M -$161K -195 -8%
EAMA
709
EFG Asset Management (Americas)
Florida
$1.82M +$525K +637 +40%
DWM
710
Dynasty Wealth Management
Florida
$1.82M -$17.3K -21 -0.9%
LWAM
711
Legacy Wealth Asset Management
Minnesota
$1.82M +$1.82M +2,202 New
MMPW
712
Mitchell McLeod Pugh & Williams
Alabama
$1.8M – – –
CPC
713
Consolidated Planning Corp
Georgia
$1.79M +$425K +515 +31%
HFM
714
Hartford Financial Management
Connecticut
$1.78M -$197K -239 -10%
SM
715
STF Management
Texas
$1.78M -$77.5K -94 -4%
JIC
716
Johnson Investment Counsel
Ohio
$1.75M +$190K +231 +12%
SC
717
Savant Capital
Illinois
$1.75M -$71.7K -87 -4%
EFM
718
Eley Financial Management
Vermont
$1.75M -$4.95K -6 -0.3%
HTC
719
Haverford Trust Company
Pennsylvania
$1.74M +$13.2K +16 +0.8%
EGA
720
E&G Advisors
Texas
$1.73M – – –
Two Sigma Advisers
721
Two Sigma Advisers
New York
$1.73M +$825K +1,000 +91%
AAIS
722
ABN AMRO Investment Solutions
$1.72M +$705K +855 +70%
KLC
723
Knowledge Leaders Capital
Colorado
$1.72M -$86.6K -105 -5%
TA
724
TFG Advisers
Michigan
$1.71M +$45.3K +55 +3%
BCM
725
Boltwood Capital Management
California
$1.7M -$24.7K -30 -1%
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