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KLA
KLAC

Overview Fund Activity

1,218 hedge funds and large institutions have $57.7B invested in KLA in 2023 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 416 increasing their positions, 474 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+62
Holders Change %
+5.36%
% of All Funds
19.21%
Holding in Top 10
38
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+52%
% of All Funds
0.6%
New
142
Increased
416
Reduced
474
Closed
73
Calls
$581M
Puts
$663M
Net Calls
-$82M
Net Calls Change
-$134M

Top Buyers

1
JIM
Jensen Investment Management
Oregon
+$206M
2
Fidelity International
Fidelity International
Bermuda
+$132M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
+$113M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$93.5M
5
ECU
Egerton Capital (UK)
United Kingdom
+$92.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.74B
2
Capital International Investors
Capital International Investors
California
-$263M
3
Goldman Sachs
Goldman Sachs
New York
-$253M
4
Bank of America
Bank of America
North Carolina
-$205M
5
Amundi
Amundi
France
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMH
726
Sanders Morris Harris
Texas
$848K +$848K +1,750 New
AA
727
AlphaQ Advisors
Florida
$848K +$13.1K +27 +2%
JIC
728
Johnson Investment Counsel
Ohio
$847K +$102K +211 +14%
PP
729
Pegasus Partners
Wisconsin
$846K +$846K +1,744 New
GW
730
GW & Wade
Massachusetts
$844K – – –
MG
731
Mather Group
Illinois
$843K +$80.5K +166 +11%
FHB
732
First Hawaiian Bank
Hawaii
$842K +$112K +231 +15%
GC
733
Grimes & Company
Massachusetts
$838K -$25.2K -52 -3%
XT
734
XTX Topco
Cayman Islands
$835K -$886K -1,827 -51%
SC
735
Savant Capital
Illinois
$832K +$150K +310 +22%
TIA
736
Trust Investment Advisors
Indiana
$824K +$254K +524 +45%
UCFA
737
United Capital Financial Advisors
Texas
$815K -$9.7K -20 -1%
CI
738
Cigna Investments
Connecticut
$812K -$9.21K -19 -1%
MYAM
739
Meiji Yasuda Asset Management
Japan
$802K -$93.2K -192 -10%
NB
740
Northwest Bancshares
Pennsylvania
$802K – – –
PA
741
Parallel Advisors
California
$794K +$25.2K +52 +3%
NIC
742
Northwest Investment Counselors
Oregon
$793K -$162K -335 -17%
SAM
743
Shell Asset Management
Netherlands
$790K -$1.94K -4 -0.2%
FCB
744
First County Bank
Connecticut
$788K -$24.3K -50 -3%
AOWM
745
Alpha Omega Wealth Management
Virginia
$787K -$9.7K -20 -1%
TAM
746
Trust Asset Management
Texas
$783K – – –
MNBTD
747
Moody National Bank Trust Division
Texas
$777K – – –
SFA
748
Sequoia Financial Advisors
Ohio
$774K +$160K +329 +26%
EFL
749
ERn Financial LLC
Wisconsin
$773K +$15K +31 +2%
BAM
750
Belpointe Asset Management
Nevada
$768K -$817K -1,685 -52%
28 29
30
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