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KLA
KLAC

Overview Fund Activity

1,063 hedge funds and large institutions have $41B invested in KLA in 2022 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 433 increasing their positions, 382 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,063
Holders Change
-20
Holders Change %
-1.85%
% of All Funds
17.97%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.47%
New
101
Increased
433
Reduced
382
Closed
106
Calls
$465M
Puts
$473M
Net Calls
-$8.02M
Net Calls Change
+$40.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$504M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$456M
3
Goldman Sachs
Goldman Sachs
New York
+$173M
4
Morgan Stanley
Morgan Stanley
New York
+$136M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$80M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$204M
2
CVA
Ceredex Value Advisors
Florida
-$164M
3
BlackRock
BlackRock
New York
-$151M
4
Capital International Investors
Capital International Investors
California
-$149M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGM
826
Engineers Gate Manager
New York
$279K -$630K -1,971 -69%
BMA
827
Brooks Moore & Associates
Tennessee
$279K – – –
VA
828
Valmark Advisers
Ohio
$278K -$30K -94 -10%
ACP
829
Ashfield Capital Partners
California
$278K – – –
SC
830
Savant Capital
Illinois
$273K +$10.5K +33 +4%
TAIM
831
TD Ameritrade Investment Management
Nebraska
$271K -$50.8K -159 -16%
HSA
832
HBK Sorce Advisory
Pennsylvania
$269K +$13.1K +41 +5%
5L
833
55I LLC
Massachusetts
$268K +$268K +840 New
CMS
834
Capital Market Strategies
Florida
$266K -$1.28K -4 -0.5%
AAM
835
Auxier Asset Management
Oregon
$266K – – –
CPWA
836
Cerro Pacific Wealth Advisors
California
$265K +$265K +830 New
Verition Fund Management
837
Verition Fund Management
Connecticut
$265K +$265K +830 New
MWM
838
Meridian Wealth Management
Kentucky
$264K – – –
CFG
839
Cooper Financial Group
California
$262K -$324K -1,015 -55%
GC
840
Globeflex Capital
California
$262K – – –
MYIA
841
Mount Yale Investment Advisors
Colorado
$261K +$20.4K +64 +8%
VFA
842
Values First Advisors
Tennessee
$261K +$34.1K +107 +15%
GTAM
843
Global Trust Asset Management
Florida
$259K +$44.6K +140 +21%
SI
844
Shaker Investments
Ohio
$258K – – –
FAM
845
Flaharty Asset Management
Florida
$258K +$319 +1 +0.1%
EWM
846
Evercore Wealth Management
New York
$257K – – –
OFS
847
OneAscent Financial Services
Alabama
$257K +$5.74K +18 +2%
RIA
848
Regal Investment Advisors
Michigan
$257K +$9.9K +31 +4%
JC
849
JB Capital
Connecticut
$256K +$8.29K +26 +3%
LOAMS
850
Lombard Odier Asset Management (Switzerland)
Switzerland
$253K +$253K +793 New
32 33
34
35 36