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KLA
KLAC

Overview Fund Activity

1,063 hedge funds and large institutions have $41B invested in KLA in 2022 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 433 increasing their positions, 382 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,063
Holders Change
-20
Holders Change %
-1.85%
% of All Funds
17.97%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.47%
New
101
Increased
433
Reduced
382
Closed
106
Calls
$465M
Puts
$473M
Net Calls
-$8.02M
Net Calls Change
+$40.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$504M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$456M
3
Goldman Sachs
Goldman Sachs
New York
+$173M
4
Morgan Stanley
Morgan Stanley
New York
+$136M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$80M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$204M
2
CVA
Ceredex Value Advisors
Florida
-$164M
3
BlackRock
BlackRock
New York
-$151M
4
Capital International Investors
Capital International Investors
California
-$149M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
726
Beck Capital Management
Texas
$450K +$31K +97 +7%
EFL
727
ERn Financial LLC
Wisconsin
$449K +$202K +632 +82%
CIM
728
CIM Investment Management
Pennsylvania
$448K -$2.24K -7 -0.5%
CWAG
729
Compton Wealth Advisory Group
Virginia
$446K -$131K -410 -23%
JFGIW
730
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$445K +$108K +338 +32%
PCA
731
Personal Capital Advisors
California
$442K +$2.87K +9 +0.7%
Fisher Asset Management
732
Fisher Asset Management
Washington
$440K -$282K -884 -39%
LC
733
Lindbrook Capital
California
$437K +$5.75K +18 +1%
Cerity Partners
734
Cerity Partners
New York
$433K +$433K +1,356 New
KFS
735
Kaizen Financial Strategies
California
$431K -$31.9K -100 -7%
ST
736
Smithfield Trust
Pennsylvania
$430K +$200K +627 +87%
IAA
737
Independent Advisor Alliance
North Carolina
$424K +$5.42K +17 +1%
EP
738
Edgestream Partners
New Jersey
$421K -$296K -927 -41%
RCA
739
Roberts Capital Advisors
Colorado
$420K – – –
WB
740
WesBanco Bank
West Virginia
$418K +$19.8K +62 +5%
NDSI
741
Newman Dignan & Sheerar Inc
Rhode Island
$418K +$39.9K +125 +11%
CFN
742
Cordasco Financial Network
Florida
$417K +$956 +3 +0.2%
SSWM
743
Smith Salley Wealth Management
North Carolina
$415K – – –
CG
744
Carmignac Gestion
France
$415K +$415K +1,300 New
ACM
745
Advisors Capital Management
New Jersey
$414K – – –
BDF
746
Balasa Dinverno & Foltz
$412K +$146K +457 +55%
PIA
747
Perennial Investment Advisors
California
$408K +$319 +1 +0.1%
WTC
748
WhitTier Trust Company
Nevada
$406K +$29.1K +91 +8%
CCM
749
Cohen Capital Management
California
$399K – – –
CI Investments Inc
750
CI Investments Inc
Ontario, Canada
$396K -$154K -482 -28%
28 29
30
31 32