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KLA
KLAC

Overview Fund Activity

1,156 hedge funds and large institutions have $48.1B invested in KLA in 2023 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 420 increasing their positions, 441 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,156
Holders Change
+32
Holders Change %
+2.85%
% of All Funds
18.5%
Holding in Top 10
25
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-28.57%
% of All Funds
0.4%
New
136
Increased
420
Reduced
441
Closed
83
Calls
$548M
Puts
$497M
Net Calls
+$51.6M
Net Calls Change
+$72.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$286M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$202M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$107M
4
Bank of America
Bank of America
North Carolina
+$105M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$102M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.09B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$321M
3
Primecap Management
Primecap Management
California
-$168M
4
Wolverine Trading
Wolverine Trading
Illinois
-$167M
5
Macquarie Group
Macquarie Group
Australia
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGAM
851
McGowan Group Asset Management
Texas
$375K – – –
PPWM
852
Paragon Private Wealth Management
Kentucky
$375K +$20K +50 +6%
WSTAM
853
Wilbanks Smith & Thomas Asset Management
Virginia
$372K -$17.2K -43 -4%
SIM
854
Sentry Investment Management
Wisconsin
$372K -$3.99K -10 -1%
AFT
855
Alpha Family Trust
California
$371K -$22K -55 -6%
GCP
856
Garda Capital Partners
Minnesota
$371K +$121K +303 +48%
Cohen & Steers
857
Cohen & Steers
New York
$361K – – –
HFM
858
Hartford Funds Management
Pennsylvania
$359K +$7.59K +19 +2%
AG
859
Ascent Group
Virginia
$358K +$17.6K +44 +5%
PFBT
860
Parkside Financial Bank & Trust
Missouri
$354K +$24.3K +61 +7%
IPAM
861
ICICI Prudential Asset Management
India
$354K +$69.9K +175 +25%
LJAC
862
L.J. Altfest & Co
New York
$352K – – –
JSW
863
Journey Strategic Wealth
New Jersey
$348K +$21.2K +53 +6%
MWM
864
Mission Wealth Management
California
$347K +$2.4K +6 +0.7%
AA
865
ALPS Advisors
Colorado
$344K -$24K -60 -7%
BAM
866
Berkshire Asset Management
Pennsylvania
$342K +$342K +857 New
TC
867
TwinBeech Capital
New York
$340K +$340K +851 New
BFM
868
Boothbay Fund Management
New York
$335K -$245K -615 -42%
GIA
869
Gateway Investment Advisers
Ohio
$335K -$49.1K -123 -13%
CPRC
870
Consolidated Portfolio Review Corp
New York
$335K +$335K +839 New
FFA
871
First Foundation Advisors
California
$334K +$48.3K +121 +17%
AAM
872
Auxier Asset Management
Oregon
$333K – – –
EWM
873
Evercore Wealth Management
New York
$331K – – –
PWM
874
Perigon Wealth Management
California
$329K +$9.58K +24 +3%
GC
875
Globeflex Capital
California
$328K – – –
33 34
35
36 37