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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 %
CP
751
Camelot Portfolios
Ohio
$393K +$14.4K +45 +4%
NP
752
NorthRock Partners
Minnesota
$391K +$54.9K +172 +16%
AAS
753
Annex Advisory Services
Wisconsin
$389K – – –
SCM
754
SevenOneSeven Capital Management
Pennsylvania
$389K +$2.23K +7 +0.6%
TIA
755
Trust Investment Advisors
Indiana
$388K – – –
Credit Agricole
756
Credit Agricole
France
$386K +$35.5K +111 +10%
Two Sigma Advisers
757
Two Sigma Advisers
New York
$383K -$926K -2,900 -71%
CTA
758
Chesley Taft & Associates
Illinois
$383K -$20.7K -65 -5%
FCI
759
Financial Counselors Inc
Kansas
$383K +$383K +1,199 New
FNBT
760
FineMark National Bank & Trust
Florida
$382K -$34.8K -109 -8%
CT
761
Coastline Trust
Rhode Island
$382K – – –
GSC
762
Ground Swell Capital
South Carolina
$382K +$382K +1,196 New
SW
763
SVB Wealth
Massachusetts
$377K +$24.9K +78 +7%
PWS
764
Precision Wealth Strategies
Missouri
$372K +$10.3K +33 +3%
AAMC
765
Asset Allocation & Management Company
Illinois
$367K – – –
SFA
766
Sequoia Financial Advisors
Ohio
$367K +$71.9K +225 +24%
SFS
767
Stiles Financial Services
Minnesota
$365K +$10.8K +34 +3%
FM
768
Foster & Motley
Ohio
$358K -$83.6K -262 -19%
ACM
769
Ategra Capital Management
Virginia
$357K – – –
FPS
770
Fieldpoint Private Securities
Connecticut
$352K -$489K -1,535 -58%
SWA
771
SFMG Wealth Advisors
Texas
$352K +$639 +2 +0.2%
PWLP
772
Prio Wealth Limited Partnership
Massachusetts
$346K – – –
GWS
773
Glassman Wealth Services
Virginia
$345K +$7.02K +22 +2%
WAG
774
Winthrop Advisory Group
Massachusetts
$342K -$10.5K -33 -3%
HCM
775
Howland Capital Management
Massachusetts
$341K – – –
29 30
31
32 33