1,270 hedge funds and large institutions have $55B invested in KLA in 2023 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 459 increasing their positions, 460 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,270
Holders Change
+52
Holders Change %
+4.27%
% of All Funds
20.25%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
137
Increased
459
Reduced
460
Closed
74
Calls
$637M
Puts
$688M
Net Calls
-$50.7M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
751
Sequoia Financial Advisors
Ohio
$782K +$50.9K +111 +7%
EWM
752
EPG Wealth Management
Georgia
$782K -$92.6K -202 -11%
CF
753
Copperwynd Financial
Arizona
$782K -$46.3K -101 -6%
PL
754
Perpetual Ltd
Australia
$775K -$690K -1,504 -47%
FCB
755
First County Bank
Connecticut
$775K +$29.8K +65 +4%
PA
756
Parallel Advisors
California
$772K +$21.1K +46 +3%
MFG
757
Merit Financial Group
Georgia
$770K -$84.4K -184 -10%
AA
758
AlphaQ Advisors
Florida
$766K -$35.3K -77 -4%
HL
759
HeadInvest LLC
Maine
$766K +$28.1K +61 +4%
CSPIA
760
Cary Street Partners Investment Advisory
Virginia
$764K -$43.6K -95 -5%
BTI
761
Blue Trust Inc
Georgia
$763K +$89.8K +185 +13%
1IA
762
1834 Investment Advisors
Wisconsin
$751K +$88.1K +192 +13%
OMC
763
Old Mission Capital
Illinois
$749K +$749K +1,633 New
CP
764
Cumberland Partners
Ontario, Canada
$748K +$748K +1,631 New
VEA
765
Virtus ETF Advisers
New York
$746K -$200K -435 -21%
SAM
766
Shell Asset Management
Netherlands
$743K -$3.67K -8 -0.5%
TAM
767
Trust Asset Management
Texas
$741K
HWAM
768
Hennion & Walsh Asset Management
New Jersey
$739K +$161K +352 +28%
First Manhattan
769
First Manhattan
New York
$739K +$696K +1,517 +1,597%
FCI
770
Financial Counselors Inc
Kansas
$733K +$15.6K +34 +2%
PFA
771
Pathway Financial Advisers
Indiana
$730K +$730K +1,589 New
DIP
772
Davis Investment Partners
North Carolina
$725K +$2.77K +6 +0.4%
KI
773
Kapitalo Investimentos
Brazil
$714K +$714K +1,556 New
PFS
774
Prospera Financial Services
Texas
$713K +$233K +507 +49%
NB
775
Northwest Bancshares
Pennsylvania
$712K -$45.9K -100 -6%