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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 %
AAS
776
Avantax Advisory Services
Texas
$521K +$99K +248 +23%
SFM
777
Signet Financial Management
New Jersey
$520K +$1.2K +3 +0.2%
SM
778
Sciencast Management
New Jersey
$514K +$514K +1,338 New
CP
779
Camelot Portfolios
Ohio
$508K +$4.39K +11 +0.9%
SFA
780
Sequoia Financial Advisors
Ohio
$505K +$1.2K +3 +0.2%
FNBT
781
FineMark National Bank & Trust
Florida
$503K +$25.1K +63 +5%
CCM
782
Cohen Capital Management
California
$499K – – –
CG
783
Caprock Group
Idaho
$498K +$189K +473 +61%
WB
784
WesBanco Bank
West Virginia
$494K -$27.1K -68 -5%
CF
785
Centaurus Financial
California
$493K +$23.2K +58 +5%
BPA
786
Beacon Pointe Advisors
California
$493K +$28.3K +71 +6%
PCM
787
Prelude Capital Management
New York
$483K +$483K +1,209 New
KTC
788
Kistler-Tiffany Companies
Pennsylvania
$481K +$95K +238 +25%
CTA
789
Chesley Taft & Associates
Illinois
$479K – – –
CT
790
Coastline Trust
Rhode Island
$478K – – –
SSWM
791
Smith Salley Wealth Management
North Carolina
$472K -$4.79K -12 -1%
CAM
792
Cresset Asset Management
Illinois
$470K -$204K -511 -30%
TIA
793
Trust Investment Advisors
Indiana
$469K -$1.6K -4 -0.3%
AAIS
794
ABN AMRO Investment Solutions
$467K +$467K +1,170 New
KFS
795
Kaizen Financial Strategies
California
$465K -$33.9K -85 -7%
CM
796
Columbus Macro
Pennsylvania
$462K +$163K +408 +54%
CFG
797
Cooper Financial Group
California
$462K +$74.7K +187 +19%
AIM
798
Aigen Investment Management
New York
$461K +$461K +1,156 New
SWA
799
SFMG Wealth Advisors
Texas
$461K +$19.2K +48 +4%
KIC
800
Keating Investment Counselors
Florida
$459K -$108K -270 -19%
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