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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 %
GCM
801
Gallacher Capital Management
Colorado
$459K -$66.3K -166 -13%
SIA
802
Schechter Investment Advisors
Michigan
$457K -$3.19K -8 -0.7%
Point72 Asset Management
803
Point72 Asset Management
Connecticut
$457K +$457K +1,144 New
MYIA
804
Mount Yale Investment Advisors
Colorado
$452K +$452K +1,132 New
FCP
805
Fidelis Capital Partners
Florida
$451K +$451K +1,170 New
CB
806
Cadence Bank
Mississippi
$451K -$5.19K -13 -1%
ACM
807
Ategra Capital Management
Virginia
$447K – – –
JFGIW
808
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$447K -$42.7K -107 -9%
BL
809
Balentine LLC
Georgia
$446K -$121K -303 -21%
GWS
810
Glassman Wealth Services
Virginia
$445K +$3.59K +9 +0.8%
SVWAG
811
Sound View Wealth Advisors Group
Georgia
$441K -$11.2K -28 -2%
LOAMS
812
Lombard Odier Asset Management (Switzerland)
Switzerland
$437K +$45.1K +113 +12%
FM
813
Foster & Motley
Ohio
$437K -$42.3K -106 -9%
DA
814
Duality Advisers
Florida
$435K +$435K +1,091 New
AI
815
AdvisorShares Investments
Maryland
$434K – – –
WAG
816
Winthrop Advisory Group
Massachusetts
$431K +$2.39K +6 +0.6%
ICP
817
Interchange Capital Partners
Pennsylvania
$431K +$126K +319 +41%
HIM
818
Hillsdale Investment Management
Ontario, Canada
$429K -$126K -315 -23%
EVM
819
Evelyn V. Moreno
$426K -$599K -1,501 -58%
FSA
820
Fort Sheridan Advisors
Illinois
$424K +$10.4K +26 +3%
PWLP
821
Prio Wealth Limited Partnership
Massachusetts
$423K -$9.98K -25 -2%
HSA
822
HBK Sorce Advisory
Pennsylvania
$423K -$461K -1,155 -52%
NP
823
NorthRock Partners
Minnesota
$420K -$56.7K -142 -12%
RFG
824
Range Financial Group
Oregon
$416K -$3.99K -10 -1%
CWAG
825
Compton Wealth Advisory Group
Virginia
$415K -$17.6K -44 -4%
31 32
33
34 35