1,387 hedge funds and large institutions have $69B invested in KLA in 2023 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 453 increasing their positions, 520 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,387
Holders Change
+117
Holders Change %
+9.21%
% of All Funds
20.33%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
0.64%
New
225
Increased
453
Reduced
520
Closed
91
Calls
$1.09B
Puts
$1.24B
Net Calls
-$148M
Net Calls Change
-$97.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
776
Pathway Financial Advisers
Indiana
$957K +$33.7K +58 +4%
Kovitz Investment Group Partners
777
Kovitz Investment Group Partners
Illinois
$953K -$128K -221 -12%
BHPW
778
Beverly Hills Private Wealth
California
$940K +$108K +185 +13%
TAM
779
Trust Asset Management
Texas
$939K
DIP
780
Davis Investment Partners
North Carolina
$937K +$78.1K +143 +9%
GIA
781
Gladstone Institutional Advisory
Florida
$936K +$936K +1,610 New
FTWA
782
Fifth Third Wealth Advisors
Ohio
$928K +$73.8K +127 +9%
RTC
783
Riverview Trust Company
Washington
$923K -$112K -192 -11%
WFC
784
Western Financial Corp
California
$920K -$110K -190 -11%
CW
785
Connectus Wealth
Ohio
$915K +$64K +110 +8%
CSPIA
786
Cary Street Partners Investment Advisory
Virginia
$913K -$55.8K -96 -6%
First Manhattan
787
First Manhattan
New York
$909K -$28.5K -49 -3%
BCV
788
Banque Cantonale Vaudoise
Switzerland
$901K -$439K -754 -33%
GTAM
789
Global Trust Asset Management
Florida
$899K
RIL
790
Rothschild Investment LLC
Illinois
$896K +$11.6K +20 +1%
LTL
791
Lowery Thomas LLC
California
$879K -$349K -600 -28%
FCI
792
Financial Counselors Inc
Kansas
$879K -$50K -86 -5%
YMRC
793
Yorktown Management & Research Company
Virginia
$872K
PA
794
Perennial Advisors
New York
$870K -$581 -1 -0.1%
Empower Advisory Group
795
Empower Advisory Group
Colorado
$860K +$4.65K +8 +0.5%
CG
796
Caprock Group
Idaho
$857K +$90.1K +155 +12%
BL
797
Balentine LLC
Georgia
$856K +$158K +271 +23%
CI
798
Cigna Investments
Connecticut
$854K -$1.74K -3 -0.2%
GAM
799
Griffin Asset Management
New York
$849K
MCM
800
McKinley Capital Management
Alaska
$847K -$29.1K -50 -3%