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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 %
MCM
751
McKinley Capital Management
Alaska
$600K +$600K +1,503 New
BC
752
BIT Capital
Germany
$599K – – –
YMRC
753
Yorktown Management & Research Company
Virginia
$599K – – –
TSS
754
Two Sigma Securities
New York
$592K -$919K -2,303 -61%
CNBT
755
Canandaigua National Bank & Trust
New York
$583K +$583K +1,461 New
GAM
756
Griffin Asset Management
New York
$583K – – –
MC
757
Moors & Cabot
Massachusetts
$577K -$4.79K -12 -0.8%
CIM
758
CIM Investment Management
Pennsylvania
$572K +$25.5K +64 +5%
CW
759
Connectus Wealth
Ohio
$571K – – –
Loomis, Sayles & Company
760
Loomis, Sayles & Company
Massachusetts
$564K +$521K +1,305 +1,208%
NDSI
761
Newman Dignan & Sheerar Inc
Rhode Island
$561K -$9.18K -23 -2%
SC
762
Savant Capital
Illinois
$561K +$150K +375 +36%
BHPW
763
Beverly Hills Private Wealth
California
$560K +$74.2K +186 +15%
FCI
764
Financial Counselors Inc
Kansas
$556K -$76.6K -192 -12%
RIL
765
Rothschild Investment LLC
Illinois
$549K -$74.2K -186 -12%
LA
766
LBP AM
France
$548K -$82.6K -207 -13%
NFSG
767
Newbridge Financial Services Group
Florida
$544K -$19.2K -48 -3%
SWS
768
SYSTM Wealth Solutions
Illinois
$540K -$1.99M -4,989 -79%
BTI
769
Blue Trust Inc
Georgia
$540K -$3.02K -8 -0.6%
Carson Wealth (CWM LLC)
770
Carson Wealth (CWM LLC)
Nebraska
$540K +$5.19K +13 +1%
YDMI
771
Y.D. More Investments
Israel
$539K -$105K -263 -16%
IIM
772
Intact Investment Management
Quebec, Canada
$539K -$39.9K -100 -7%
ZCM
773
Ziegler Capital Management
Illinois
$538K -$129K -323 -19%
DG
774
DMC Group
Alabama
$537K – – –
ATPW
775
Ashton Thomas Private Wealth
Arizona
$525K -$398K -997 -43%
29 30
31
32 33