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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 %
PL
851
Perpetual Ltd
Australia
$1.02M -$78.3K -95 -7%
CGL
852
Clarius Group LLC
Washington
$1.02M -$33.8K -41 -3%
CCP
853
Clough Capital Partners
Massachusetts
$1.02M +$1.02M +1,236 New
PP
854
Pegasus Partners
Wisconsin
$1.02M -$550K -667 -35%
MCM
855
McKinley Capital Management
Alaska
$1.02M -$177K -215 -15%
SSWM
856
Smith Salley Wealth Management
North Carolina
$1.02M -$9.89K -12 -1%
MBT
857
Montecito Bank & Trust
California
$1.02M +$191K +232 +23%
LSAG
858
Lake Street Advisors Group
New Hampshire
$1.02M -$47K -57 -4%
PWLP
859
Prio Wealth Limited Partnership
Massachusetts
$1M – – –
SW
860
SVB Wealth
Massachusetts
$998K +$106K +128 +12%
CA
861
Clearstead Advisors
Ohio
$989K +$570K +691 +136%
GFG
862
Greystone Financial Group
Michigan
$980K +$12.4K +15 +1%
PSB
863
Passumpsic Savings Bank
Vermont
$978K +$34.6K +42 +4%
TCOV
864
Trust Company of Vermont
Vermont
$972K -$825 -1 -0.1%
MA
865
Mezzasalma Advisors
New Jersey
$967K -$88.2K -107 -8%
NDSI
866
Newman Dignan & Sheerar Inc
Rhode Island
$966K -$33K -40 -3%
CFSG
867
Community Financial Services Group
Vermont
$961K +$961K +1,166 New
FSA
868
Fort Sheridan Advisors
Illinois
$952K – – –
PCIA
869
Prime Capital Investment Advisors
Kansas
$950K -$45.3K -55 -5%
FNBT
870
FineMark National Bank & Trust
Florida
$943K -$1.65K -2 -0.2%
DWT
871
Dorsey & Whitney Trust
South Dakota
$942K +$123K +149 +15%
WB
872
WesBanco Bank
West Virginia
$936K -$37.9K -46 -4%
PPWM
873
Paragon Private Wealth Management
Kentucky
$936K +$42.9K +52 +5%
KCM
874
Kathmere Capital Management
Pennsylvania
$936K +$266K +323 +40%
KA
875
Kintegral Advisory
New York
$935K -$59.4K -72 -6%
33 34
35
36 37