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KLA
KLAC

Overview Fund Activity

757 hedge funds and large institutions have $24.6B invested in KLA in 2019 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 251 increasing their positions, 279 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+55
Holders Change %
+7.83%
% of All Funds
14.95%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.26%
New
124
Increased
251
Reduced
279
Closed
55
Calls
$185M
Puts
$216M
Net Calls
-$31M
Net Calls Change
-$8.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$745M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$498M
3
Swedbank
Swedbank
Sweden
$112M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$254M
5
BlackRock
BlackRock
New York
$2.24B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.47B
2
Invesco
Invesco
Georgia
$379M
3
Victory Capital Management
Victory Capital Management
Texas
$233M
4
BGC
Beutel, Goodman & Co
Ontario, Canada
$87M
5
Holocene Advisors
Holocene Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
726
Financial Architects (New Jersey)
New Jersey
$4K +$1.71K +9 +75%
TT
727
TI-Trust
Illinois
$4K +$4K +20 New
EWA
728
Evolution Wealth Advisors
Florida
$4K +$4K +23 New
GEA
729
Glen Eagle Advisors
New Jersey
$3.74K – – –
SWA
730
Sutton Wealth Advisors
Florida
$3.39K – – –
LPWM
731
Lake Point Wealth Management
Texas
$3K +$3K +15 New
BFC
732
Bedel Financial Consulting
Indiana
$3K +$3K +15 New
HI
733
Hudock Inc
Pennsylvania
$3K +$3K +17 New
MIM
734
Macroview Investment Management
Maryland
$3K +$3K +18 New
WLPWM
735
Walled Lake Planning & Wealth Management
Illinois
$3K +$3K +19 New
AWA
736
Arkadios Wealth Advisors
Georgia
$2.86K +$2.86K +16 New
LP
737
LMR Partners
United Kingdom
$2.35K +$2.35K +13,192 New
FP
738
Financial Perspectives
Minnesota
$2.33K +$2.33K +13 New
ED
739
Exane Derivatives
France
$2.31K – – –
TFA
740
Transamerica Financial Advisors
Florida
$2K -$571 -2 -22%
FPFS
741
First Personal Financial Services
North Carolina
$2K – – –
PWP
742
Personal Wealth Partners
Minnesota
$2K – – –
FHA
743
Flagship Harbor Advisors
Massachusetts
$2K +$2K +10 New
ADL
744
Asset Dedication LLC
California
$2K +$2K +10 New
TCWM
745
Total Clarity Wealth Management
Illinois
$2K +$2K +11 New
FIB
746
First Interstate Bank
Montana
$2K +$2K +12 New
WCM
747
Wealthcare Capital Management
Virginia
$2K +$2K +14 New
PW
748
Price Wealth
Texas
$1K -$4.14K -29 -81%
RFM
749
Royal Fund Management
Florida
$1K – – –
AWM
750
Avior Wealth Management
Nebraska
$1K – – –
28 29
30
31 32