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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 %
CW
776
Connectus Wealth
Ohio
$696K +$2.43K +5 +0.3%
SCM
777
Sirios Capital Management
Massachusetts
$691K +$691K +1,425 New
RIL
778
Rothschild Investment LLC
Illinois
$690K +$22.3K +46 +3%
ARMT
779
Amica Retiree Medical Trust
Rhode Island
$686K -$43.7K -90 -6%
Capstone Investment Advisors
780
Capstone Investment Advisors
New York
$685K +$525K +1,082 +327%
NDSI
781
Newman Dignan & Sheerar Inc
Rhode Island
$682K +$485 +1 +0.1%
SIP
782
Stoneridge Investment Partners
Pennsylvania
$664K -$444K -915 -40%
Loomis, Sayles & Company
783
Loomis, Sayles & Company
Massachusetts
$660K -$24.7K -51 -4%
IIM
784
Intact Investment Management
Quebec, Canada
$655K – – –
ZCM
785
Ziegler Capital Management
Illinois
$654K – – –
NFSG
786
Newbridge Financial Services Group
Florida
$652K -$9.22K -19 -1%
RFG
787
Range Financial Group
Oregon
$651K +$146K +302 +29%
CG
788
Caprock Group
Idaho
$651K +$46.1K +95 +8%
OWA
789
One Wealth Advisors
California
$649K +$265K +546 +69%
GCM
790
Gallacher Capital Management
Colorado
$634K +$77.1K +159 +14%
NP
791
NorthRock Partners
Minnesota
$620K +$110K +226 +21%
SFM
792
Signet Financial Management
New Jersey
$617K -$14.6K -30 -2%
SW
793
SVB Wealth
Massachusetts
$612K -$231K -475 -27%
HWAM
794
Hennion & Walsh Asset Management
New Jersey
$611K +$611K +1,260 New
Fisher Asset Management
795
Fisher Asset Management
Washington
$609K +$136K +280 +29%
CCM
796
Cohen Capital Management
California
$606K – – –
DG
797
DMC Group
Alabama
$604K -$48.5K -100 -7%
FNBT
798
FineMark National Bank & Trust
Florida
$599K -$11.6K -24 -2%
AG
799
Ascent Group
Virginia
$591K +$144K +289 +32%
CFG
800
Cooper Financial Group
California
$576K +$14.5K +30 +3%
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