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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 %
HL
751
HeadInvest LLC
Maine
$767K +$43.6K +91 +6%
CA
752
Cetera Advisors
Colorado
$764K -$77.1K -159 -9%
S
753
SignatureFD
Georgia
$760K +$18.4K +38 +2%
FCI
754
Financial Counselors Inc
Kansas
$759K +$82.5K +170 +12%
GTAM
755
Global Trust Asset Management
Florida
$746K -$4.37K -9 -0.6%
MCM
756
McKinley Capital Management
Alaska
$741K +$12.1K +25 +2%
ATPW
757
Ashton Thomas Private Wealth
Arizona
$741K +$103K +212 +16%
MC
758
Moors & Cabot
Massachusetts
$733K +$32.5K +67 +5%
JSC
759
Jackson Square Capital
California
$730K -$33.5K -69 -4%
GFG
760
Greystone Financial Group
Michigan
$728K -$245K -506 -25%
YMRC
761
Yorktown Management & Research Company
Virginia
$728K – – –
BC
762
BIT Capital
Germany
$728K – – –
PA
763
Perennial Advisors
New York
$727K +$727K +1,499 New
KTC
764
Kistler-Tiffany Companies
Pennsylvania
$720K +$135K +279 +23%
BS
765
Bessemer Securities
New York
$718K -$109K -225 -13%
Empower Advisory Group
766
Empower Advisory Group
Colorado
$711K -$34.4K -71 -5%
MWA
767
MFA Wealth Advisors
Pennsylvania
$710K -$4.39M -9,060 -86%
E
768
Ergoteles
New York
$709K -$11.5M -23,633 -94%
GAM
769
Griffin Asset Management
New York
$708K – – –
DIP
770
Davis Investment Partners
North Carolina
$705K – – –
OFG
771
OmniStar Financial Group
North Carolina
$703K -$121K -248 -15%
1IA
772
1834 Investment Advisors
Wisconsin
$701K -$31K -64 -4%
CNBT
773
Canandaigua National Bank & Trust
New York
$700K -$8.25K -17 -1%
RGF
774
Retirement Guys Formula
Ohio
$699K -$61.6K -127 -8%
CIM
775
CIM Investment Management
Pennsylvania
$696K +$1.46K +3 +0.2%
29 30
31
32 33