KLAC icon

KLA
KLAC

Overview Fund Activity

1,050 hedge funds and large institutions have $38.6B invested in KLA in 2022 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 360 increasing their positions, 432 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
-13
Holders Change %
-1.22%
% of All Funds
18.16%
Holding in Top 10
19
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-32.14%
% of All Funds
0.33%
New
106
Increased
360
Reduced
432
Closed
103
Calls
$518M
Puts
$427M
Net Calls
+$90.6M
Net Calls Change
+$98.6M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$704M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$386M
3
Citigroup
Citigroup
New York
+$101M
4
Macquarie Group
Macquarie Group
Australia
+$87.3M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$68.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$366M
2
Boston Partners
Boston Partners
Massachusetts
-$203M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$158M
4
Alkeon Capital Management
Alkeon Capital Management
New York
-$148M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
JSW
826
Journey Strategic Wealth
New Jersey
$263K +$263K +869 New
EA
827
Emerald Advisers
Pennsylvania
$261K -$208K -689 -44%
VA
828
Valmark Advisers
Ohio
$261K -$2.42K -8 -0.9%
BMCM
829
Burns Matteson Capital Management
New York
$261K -$241K -798 -48%
GIA
830
Gateway Investment Advisers
Ohio
$260K -$43.6K -144 -14%
BAM
831
Berkshire Asset Management
Pennsylvania
$259K +$39.3K +130 +18%
HSA
832
HBK Sorce Advisory
Pennsylvania
$256K +$1.21K +4 +0.5%
AAM
833
Auxier Asset Management
Oregon
$253K – – –
MWM
834
Meridian Wealth Management
Kentucky
$251K +$303 +1 +0.1%
ECM
835
Evergreen Capital Management
Washington
$251K +$251K +829 New
PCM
836
Palisade Capital Management
New Jersey
$250K -$60.6K -200 -20%
GC
837
Globeflex Capital
California
$249K – – –
RC
838
Rovin Capital
Arizona
$249K +$10.9K +36 +5%
CFO
839
CVA Family Office
Colorado
$247K -$25.8K -85 -9%
BC
840
Barnett & Company
Tennessee
$247K +$247K +815 New
SI
841
Shaker Investments
Ohio
$245K – – –
EWM
842
Evercore Wealth Management
New York
$243K – – –
AG
843
Ascent Group
Virginia
$242K -$5.37K -17 -2%
ACM
844
Aquatic Capital Management
Illinois
$242K +$242K +800 New
QPW
845
Quantum Private Wealth
Florida
$242K +$242K +801 New
GTAM
846
Global Trust Asset Management
Florida
$241K -$5.46K -18 -2%
CMS
847
Capital Market Strategies
Florida
$238K -$14.2K -47 -6%
HNWA
848
Henrickson Nauta Wealth Advisors
Michigan
$238K +$302 +1 +0.1%
OTPPB
849
Ontario Teachers' Pension Plan Board
Ontario, Canada
$238K +$238K +788 New
MAM
850
McLean Asset Management
Virginia
$237K -$2.51K -8 -1%
32 33
34
35 36