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KLA
KLAC

Overview Fund Activity

1,521 hedge funds and large institutions have $96.7B invested in KLA in 2024 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 549 increasing their positions, 579 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,521
Holders Change
+67
Holders Change %
+4.61%
% of All Funds
22.12%
Holding in Top 10
62
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.57%
% of All Funds
0.9%
New
174
Increased
549
Reduced
579
Closed
89
Calls
$923M
Puts
$995M
Net Calls
-$71.7M
Net Calls Change
+$100M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$453M
2
Goldman Sachs
Goldman Sachs
New York
+$317M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$280M
4
Norges Bank
Norges Bank
Norway
+$266M
5
UBS AM
UBS AM
Illinois
+$195M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$495M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$424M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$422M
4
Ameriprise
Ameriprise
Minnesota
-$250M
5
Morgan Stanley
Morgan Stanley
New York
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
826
First Hawaiian Bank
Hawaii
$1.11M -$421K -510 -27%
1IA
827
1834 Investment Advisors
Wisconsin
$1.1M +$42.1K +51 +4%
VEA
828
Virtus ETF Advisers
New York
$1.1M +$93.2K +113 +9%
IC
829
Inscription Capital
Texas
$1.1M +$186K +226 +20%
GI
830
GAMMA Investing
California
$1.09M +$331K +402 +44%
CRI
831
Commonwealth Retirement Investments
Virginia
$1.09M -$1.23M -1,494 -53%
AO
832
Advisor OS
Illinois
$1.08M +$50.3K +61 +5%
IWM
833
IHT Wealth Management
Illinois
$1.08M +$273K +331 +34%
PFMU
834
Privium Fund Management (UK)
United Kingdom
$1.08M +$493K +587 +84%
LSPW
835
Lake Street Private Wealth
Illinois
$1.07M +$60.2K +73 +6%
RVPG
836
Relative Value Partners Group
$1.07M +$1.07M +1,294 New
CFG
837
Cooper Financial Group
California
$1.06M -$14K -17 -1%
AOWM
838
Alpha Omega Wealth Management
Virginia
$1.06M -$61K -74 -5%
CNBT
839
Canandaigua National Bank & Trust
New York
$1.06M -$84.1K -102 -7%
AAS
840
Ameritas Advisory Services
Nebraska
$1.06M +$12.4K +15 +1%
ZB
841
Zions Bancorporation
Utah
$1.05M -$624K -757 -37%
VSQM
842
V-Square Quantitative Management
Illinois
$1.04M +$228K +277 +28%
CAMV
843
Concord Asset Management (Virginia)
Virginia
$1.04M +$120K +146 +13%
CFGS
844
Concourse Financial Group Securities
Alabama
$1.04M +$205K +249 +25%
DSC
845
Duncker Streett & Co
Missouri
$1.04M +$148K +180 +17%
CWP
846
Concord Wealth Partners
Virginia
$1.04M +$109K +132 +12%
FMI
847
F/M Investments
District of Columbia
$1.03M +$1.03M +1,254 New
EWS
848
Evergreen Wealth Solutions
Pennsylvania
$1.03M -$166K -201 -14%
CAG
849
Csenge Advisory Group
Florida
$1.02M +$209K +253 +26%
BCP
850
Blackhawk Capital Partners
Wisconsin
$1.02M -$1.3M -1,571 -56%
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34
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