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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 %
WB
801
WesBanco Bank
West Virginia
$573K -$27.7K -57 -5%
FCP
802
Fidelis Capital Partners
Florida
$571K +$3.4K +7 +0.6%
AAIS
803
ABN AMRO Investment Solutions
$567K – – –
QT
804
Quantamental Technologies
New York
$564K +$564K +1,163 New
BL
805
Balentine LLC
Georgia
$561K +$18.9K +39 +3%
SSWM
806
Smith Salley Wealth Management
North Carolina
$559K -$14.6K -30 -3%
BTI
807
Blue Trust Inc
Georgia
$554K -$18.4K -46 -3%
DCM
808
Driehaus Capital Management
Illinois
$552K +$552K +1,138 New
SCM
809
Stevens Capital Management
Pennsylvania
$551K +$551K +1,137 New
SIA
810
Schechter Investment Advisors
Michigan
$550K -$5.33K -11 -1%
SVWAG
811
Sound View Wealth Advisors Group
Georgia
$548K +$11.6K +24 +2%
MWM
812
Mission Wealth Management
California
$547K +$125K +257 +30%
ACM
813
Ategra Capital Management
Virginia
$545K +$1.94K +4 +0.4%
MIS
814
Morningstar Investment Services
Illinois
$545K +$47.6K +100 +10%
KFS
815
Kaizen Financial Strategies
California
$543K – – –
SWA
816
SFMG Wealth Advisors
Texas
$543K -$17K -35 -3%
BPA
817
Beacon Pointe Advisors
California
$542K -$56.8K -117 -9%
CB
818
Cadence Bank
Mississippi
$540K -$7.28K -15 -1%
CTA
819
Chesley Taft & Associates
Illinois
$539K -$43.7K -90 -7%
AAS
820
Avantax Advisory Services
Texas
$537K -$96.5K -199 -15%
GCP
821
GSA Capital Partners
United Kingdom
$534K +$534K +1,100 New
FM
822
Foster & Motley
Ohio
$532K – – –
VI
823
Versor Investments
New York
$531K -$971K -2,003 -65%
BP
824
Ballentine Partners
Massachusetts
$524K +$41.7K +86 +9%
CP
825
Camelot Portfolios
Ohio
$524K -$92.6K -191 -15%
31 32
33
34 35