KLAC icon

KLA
KLAC

Overview Fund Activity

1,218 hedge funds and large institutions have $57.7B invested in KLA in 2023 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 416 increasing their positions, 474 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+62
Holders Change %
+5.36%
% of All Funds
19.21%
Holding in Top 10
38
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+52%
% of All Funds
0.6%
New
142
Increased
416
Reduced
474
Closed
73
Calls
$581M
Puts
$663M
Net Calls
-$82M
Net Calls Change
-$134M

Top Buyers

1
JIM
Jensen Investment Management
Oregon
+$206M
2
Fidelity International
Fidelity International
Bermuda
+$132M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
+$113M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$93.5M
5
ECU
Egerton Capital (UK)
United Kingdom
+$92.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.74B
2
Capital International Investors
Capital International Investors
California
-$263M
3
Goldman Sachs
Goldman Sachs
New York
-$253M
4
Bank of America
Bank of America
North Carolina
-$205M
5
Amundi
Amundi
France
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAI
851
Legal Advantage Investments
California
$485K – – –
CTC
852
Corundum Trust Company
South Dakota
$485K +$485K +1,000 New
GLA
853
Great Lakes Advisors
Illinois
$484K -$1.67M -3,436 -77%
HT
854
Heritage Trust
Oklahoma
$481K +$127K +262 +36%
SYBT
855
Stock Yards Bank & Trust
Kentucky
$481K -$3.4K -7 -0.7%
CFAM
856
Center For Asset Management
Florida
$480K +$480K +989 New
PFG
857
Prosperity Financial Group
California
$473K -$23.8K -49 -5%
WSTAM
858
Wilbanks Smith & Thomas Asset Management
Virginia
$471K +$18.4K +38 +4%
PPWM
859
Paragon Private Wealth Management
Kentucky
$467K +$11.2K +23 +2%
AIP
860
Almanack Investment Partners
Pennsylvania
$466K -$698K -1,440 -60%
GIA
861
Gladstone Institutional Advisory
Florida
$465K -$1.81M -3,735 -80%
CWM
862
Centric Wealth Management
Illinois
$459K +$459K +981 New
MGAM
863
McGowan Group Asset Management
Texas
$456K – – –
RIA
864
Regal Investment Advisors
Michigan
$455K +$75.2K +155 +20%
IPAM
865
ICICI Prudential Asset Management
India
$452K +$22.3K +46 +5%
AFT
866
Alpha Family Trust
California
$451K – – –
DWT
867
Dorsey & Whitney Trust
South Dakota
$448K +$143K +295 +47%
FRM
868
Fox Run Management
Connecticut
$440K +$440K +908 New
CF
869
Centaurus Financial
California
$439K -$160K -329 -27%
Cohen & Steers
870
Cohen & Steers
New York
$438K – – –
WPC
871
Wedmont Private Capital
Pennsylvania
$432K +$51.8K +109 +14%
M
872
MOTCO
Texas
$431K -$25.7K -53 -6%
LJAC
873
L.J. Altfest & Co
New York
$427K -$970 -2 -0.2%
AR
874
Advisory Research
Illinois
$426K +$426K +879 New
MFS
875
Mirabella Financial Services
United Kingdom
$425K +$425K +877 New
33 34
35
36 37