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KLA
KLAC

Overview Fund Activity

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

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$184M
2
Alkeon Capital Management
Alkeon Capital Management
New York
+$183M
3
Two Sigma Investments
Two Sigma Investments
New York
+$136M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$99.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$87.3M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$202M
2
Capital International Investors
Capital International Investors
California
-$202M
3
MGIM
M&G Investment Management
United Kingdom
-$120M
4
ECU
Egerton Capital (UK)
United Kingdom
-$92.7M
5
Barclays
Barclays
United Kingdom
-$81.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAG
851
Winthrop Advisory Group
Massachusetts
$496K +$1.84K +4 +0.4%
EVM
852
Evelyn V. Moreno
$490K – – –
BS
853
Bessemer Securities
New York
$484K -$195K -425 -29%
SEC
854
Seven Eight Capital
New York
$484K +$484K +1,055 New
FDCDDQ
855
Federation des caisses Desjardins du Quebec
Quebec, Canada
$481K -$2.29K -5 -0.5%
CWAG
856
Compton Wealth Advisory Group
Virginia
$477K – – –
MSFS
857
Main Street Financial Solutions
Pennsylvania
$476K +$917 +2 +0.2%
WPC
858
Wedmont Private Capital
Pennsylvania
$475K +$50.4K +108 +12%
ST
859
Smithfield Trust
Pennsylvania
$475K – – –
QPBE
860
Quintet Private Bank (Europe)
Luxembourg
$474K +$1.84K +4 +0.4%
FA
861
FDx Advisors
Illinois
$473K -$6.05M -13,196 -93%
FSA
862
Fort Sheridan Advisors
Illinois
$472K – – –
GLA
863
Great Lakes Advisors
Illinois
$470K +$12.4K +27 +3%
SYBT
864
Stock Yards Bank & Trust
Kentucky
$467K +$12.4K +27 +3%
PPWM
865
Paragon Private Wealth Management
Kentucky
$465K +$23.4K +51 +5%
AIA
866
AIMZ Investment Advisors
California
$462K – – –
FFA
867
Fragasso Financial Advisors
Pennsylvania
$460K -$2.29K -5 -0.5%
LAI
868
Legal Advantage Investments
California
$459K – – –
CTC
869
Corundum Trust Company
South Dakota
$459K – – –
EWA
870
Encompass Wealth Advisors
Oregon
$459K – – –
CAS
871
CTC Alternative Strategies
Illinois
$459K +$459K +1,000 New
CWR
872
Chico Wealth RIA
California
$459K +$459K +1,000 New
HT
873
Heritage Trust
Oklahoma
$455K – – –
PFG
874
Prosperity Financial Group
California
$452K +$4.59K +10 +1%
BAM
875
Blueshift Asset Management
New Jersey
$451K +$234K +510 +108%
33 34
35
36 37