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KLA
KLAC

Overview Fund Activity

1,156 hedge funds and large institutions have $48.1B invested in KLA in 2023 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 420 increasing their positions, 441 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,156
Holders Change
+32
Holders Change %
+2.85%
% of All Funds
18.5%
Holding in Top 10
25
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-28.57%
% of All Funds
0.4%
New
136
Increased
420
Reduced
441
Closed
83
Calls
$548M
Puts
$497M
Net Calls
+$51.6M
Net Calls Change
+$72.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$286M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$202M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$107M
4
Bank of America
Bank of America
North Carolina
+$105M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$102M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.09B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$321M
3
Primecap Management
Primecap Management
California
-$168M
4
Wolverine Trading
Wolverine Trading
Illinois
-$167M
5
Macquarie Group
Macquarie Group
Australia
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
726
Pathway Financial Advisers
Indiana
$660K -$800 -2 -0.1%
ACM
727
Advisors Capital Management
New Jersey
$656K +$113K +282 +21%
AOWM
728
Alpha Omega Wealth Management
Virginia
$656K -$41.9K -105 -6%
AAS
729
Ameritas Advisory Services
Nebraska
$655K +$655K +1,651 New
SAM
730
Shell Asset Management
Netherlands
$651K – – –
TAM
731
Trust Asset Management
Texas
$645K -$27.5K -69 -4%
TA
732
TFG Advisers
Michigan
$640K +$55.9K +140 +10%
PP
733
PDT Partners
New York
$640K +$640K +1,604 New
MNBTD
734
Moody National Bank Trust Division
Texas
$639K – – –
PA
735
Parallel Advisors
California
$632K +$20.4K +51 +3%
CSPIA
736
Cary Street Partners Investment Advisory
Virginia
$630K -$4.39K -11 -0.7%
JSC
737
Jackson Square Capital
California
$629K +$53.1K +133 +9%
MG
738
Mather Group
Illinois
$628K -$3.59K -9 -0.6%
RGF
739
Retirement Guys Formula
Ohio
$626K +$13.2K +33 +2%
EFL
740
ERn Financial LLC
Wisconsin
$624K +$8.38K +21 +1%
SM
741
STF Management
Texas
$618K +$243K +609 +65%
GTAM
742
Global Trust Asset Management
Florida
$618K +$39.9K +100 +7%
DIP
743
Davis Investment Partners
North Carolina
$615K – – –
JIC
744
Johnson Investment Counsel
Ohio
$613K +$35.5K +89 +6%
Empower Advisory Group
745
Empower Advisory Group
Colorado
$613K +$613K +1,536 New
S
746
SignatureFD
Georgia
$610K -$4.79K -12 -0.8%
HL
747
HeadInvest LLC
Maine
$603K -$7.59K -19 -1%
1IA
748
1834 Investment Advisors
Wisconsin
$603K +$603K +1,510 New
FHB
749
First Hawaiian Bank
Hawaii
$601K +$68.3K +171 +13%
ARMT
750
Amica Retiree Medical Trust
Rhode Island
$600K +$167K +419 +39%
28 29
30
31 32