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KLA
KLAC

Overview Fund Activity

1,111 hedge funds and large institutions have $55.9B invested in KLA in 2021 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 401 increasing their positions, 344 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,111
Holders Change
+143
Holders Change %
+14.77%
% of All Funds
17.16%
Holding in Top 10
41
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+192.86%
% of All Funds
0.63%
New
215
Increased
401
Reduced
344
Closed
57
Calls
$544M
Puts
$611M
Net Calls
-$66.5M
Net Calls Change
+$90.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$602M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$252M
3
MIHAS
Maj Invest Holding A/S
Denmark
+$242M
4
HF
HRT Financial
New York
+$149M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$127M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$944M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$913M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$226M
4
UBS Group
UBS Group
Switzerland
-$140M
5
Bessemer Group
Bessemer Group
New Jersey
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
851
Cardiff Park Advisors
California
$307K +$307K +715 New
HNWA
852
Henrickson Nauta Wealth Advisors
Michigan
$307K +$307K +786 New
FWP
853
FAS Wealth Partners
Kansas
$305K +$3.87K +9 +1%
P
854
Pitcairn
Pennsylvania
$304K -$25.4K -59 -8%
CFO
855
CVA Family Office
Colorado
$303K +$303K +705 New
WSCM
856
Wellington Shields Capital Management
New York
$301K – – –
ACA
857
Affinity Capital Advisors
California
$301K – – –
TIA
858
Tiemann Investment Advisors
California
$301K +$43K +100 +17%
RIA
859
Regal Investment Advisors
Michigan
$300K +$300K +698 New
SI
860
Stephens Inc
Arkansas
$299K +$175K +407 +141%
SFA
861
Sequoia Financial Advisors
Ohio
$299K +$299K +695 New
GCM
862
Graham Capital Management
Connecticut
$298K +$298K +693 New
BHWM
863
Bar Harbor Wealth Management
New Hampshire
$295K – – –
WWM
864
Wolff Wiese Magana
California
$295K – – –
MIS
865
Morningstar Investment Services
Illinois
$295K +$295K +685 New
GWM
866
Greenwich Wealth Management
Connecticut
$292K -$231K -538 -44%
QCG
867
Quadrant Capital Group
Ohio
$290K -$13.8K -32 -5%
WSTAM
868
Wilbanks Smith & Thomas Asset Management
Virginia
$286K -$6.46K -15 -2%
BWP
869
Baldwin Wealth Partners
Massachusetts
$286K – – –
ACM
870
AlphaStar Capital Management
North Carolina
$284K +$284K +638 New
VA
871
Valmark Advisers
Ohio
$284K +$284K +660 New
AIA
872
Angeles Investment Advisors
California
$284K +$284K +661 New
RFG
873
Range Financial Group
Oregon
$283K -$5.58K -13 -2%
HCM
874
Hollencrest Capital Management
California
$280K +$280K +652 New
ERWM
875
Elk River Wealth Management
Colorado
$279K – – –
33 34
35
36 37