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KLA
KLAC

Overview Fund Activity

744 hedge funds and large institutions have $27.4B invested in KLA in 2020 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 227 increasing their positions, 299 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
744
Holders Change
+47
Holders Change %
+6.74%
% of All Funds
15.29%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.23%
New
115
Increased
227
Reduced
299
Closed
63
Calls
$175M
Puts
$187M
Net Calls
-$12M
Net Calls Change
+$3.43M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$218M
2
Alkeon Capital Management
Alkeon Capital Management
New York
+$177M
3
Ameriprise
Ameriprise
Minnesota
+$117M
4
Capital International Investors
Capital International Investors
California
+$104M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$95.6M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$164M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$121M
3
Charles Schwab
Charles Schwab
California
-$113M
4
Fidelity International
Fidelity International
Bermuda
-$111M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$71.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
726
Evolution Wealth Advisors
Florida
$4K +$4K +20 New
FWM
727
Focused Wealth Management
New York
$4K +$4K +22 New
HR
728
Howe & Rusling
New York
$3K -$242K -1,210 -99%
BFC
729
Bedel Financial Consulting
Indiana
$3K -$400 -2 -12%
HI
730
Hudock Inc
Pennsylvania
$3K – – –
WAMC
731
Western Asset Management Company
California
$3K +$3K +15 New
FP
732
Financial Perspectives
Minnesota
$2.57K – – –
AIM
733
Anchor Investment Management
South Carolina
$2.33K – – –
FCH
734
Freestone Capital Holdings
Washington
$2.28K -$1.63K -8,369 -42%
FANJ
735
Financial Architects (New Jersey)
New Jersey
$2K – – –
PWMG
736
Prestige Wealth Management Group
New Jersey
$1K -$1.17K -7 -54%
EWM
737
Endurance Wealth Management
Rhode Island
$1K – – –
GTAM
738
Global Trust Asset Management
Florida
$1K – – –
MFT
739
Moisand Fitzgerald Tamayo
Florida
$1K +$1K +5 New
MIFH
740
Migdal Insurance & Financial Holdings
Israel
$1K +$1K +5 New
TFA
741
Toth Financial Advisory
Virginia
$1K +$1K +6 New
CWC
742
Carolinas Wealth Consulting
North Carolina
$1K +$1K +7 New
GEA
743
Glen Eagle Advisors
New Jersey
$389 -$195 -1 -33%
WIM
744
Westside Investment Management
California
$21 – – –
TP
745
Theleme Partners
United Kingdom
– -$41.5M -288,500 Closed
CI Investments Inc
746
CI Investments Inc
Ontario, Canada
– -$41.3M -287,281 Closed
BAMF
747
BI Asset Management Fondsmaeglerselskab
Denmark
– -$21.9M -152,686 Closed
ZCM
748
Ziegler Capital Management
Illinois
– -$8.23M -57,274 Closed
CM
749
Crestline Management
Texas
– -$3.84M -26,679 Closed
A
750
AustralianSuper
Australia
– -$3.42M -23,799 Closed
28 29
30
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