1,270 hedge funds and large institutions have $55B invested in KLA in 2023 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 459 increasing their positions, 460 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,270
Holders Change
+52
Holders Change %
+4.27%
% of All Funds
20.25%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
137
Increased
459
Reduced
460
Closed
74
Calls
$637M
Puts
$688M
Net Calls
-$50.7M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CM
826
Capula Management
Cayman Islands
$555K +$555K +1,210 New
SVWAG
827
Sound View Wealth Advisors Group
Georgia
$554K +$35.8K +78 +7%
Fidelity International
828
Fidelity International
Bermuda
$553K -$202M -439,957 -100%
BL
829
Balentine LLC
Georgia
$551K +$20.2K +44 +4%
SFM
830
Signet Financial Management
New Jersey
$542K -$41.7K -91 -7%
WB
831
WesBanco Bank
West Virginia
$542K
Fisher Asset Management
832
Fisher Asset Management
Washington
$541K -$34.9K -76 -6%
KFS
833
Kaizen Financial Strategies
California
$530K -$4.59K -10 -0.9%
SC
834
Syon Capital
California
$530K +$530K +1,155 New
FCP
835
Fidelis Capital Partners
Florida
$527K -$12.4K -27 -2%
SIA
836
Schechter Investment Advisors
Michigan
$524K +$4.13K +9 +0.8%
IA
837
IFP Advisors
Florida
$518K +$149K +325 +40%
SSWM
838
Smith Salley Wealth Management
North Carolina
$516K -$12.4K -27 -2%
ACM
839
Ategra Capital Management
Virginia
$516K
SWA
840
SFMG Wealth Advisors
Texas
$514K +$917 +2 +0.2%
M
841
MOTCO
Texas
$514K +$106K +232 +26%
CB
842
Cadence Bank
Mississippi
$511K
MWM
843
Mission Wealth Management
California
$510K -$6.88K -15 -1%
HFM
844
Hartford Funds Management
Pennsylvania
$510K +$28.9K +63 +6%
CTA
845
Chesley Taft & Associates
Illinois
$510K
NERM
846
New England Research & Management
Illinois
$505K +$505K +1,100 New
PVI
847
Pine Valley Investments
New Jersey
$503K +$262K +571 +109%
BPA
848
Beacon Pointe Advisors
California
$503K -$9.63K -21 -2%
BP
849
Ballentine Partners
Massachusetts
$500K +$4.13K +9 +0.8%
FM
850
Foster & Motley
Ohio
$499K -$3.67K -8 -0.7%