KLAC icon

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 %
FC
876
Forte Capital
New York
$276K -$24.9K -58 -8%
TCOT
877
Trust Company of Toledo
Ohio
$276K +$12K +28 +5%
FRM
878
Fox Run Management
Connecticut
$275K -$80.5K -187 -23%
KMWM
879
Keudell/Morrison Wealth Management
Oregon
$274K -$54.6K -127 -17%
PI
880
Putnam Investments
Massachusetts
$274K -$5.16K -12 -2%
UCFA
881
United Capital Financial Advisors
Texas
$271K +$4.3K +10 +2%
FWCM
882
Ferguson Wellman Capital Management
Oregon
$270K – – –
RCAG
883
Rehmann Capital Advisory Group
Michigan
$269K -$10.3K -24 -4%
MSR
884
Main Street Research
Connecticut
$269K -$39.2K -91 -13%
PWM
885
Perigon Wealth Management
California
$268K +$10.8K +25 +4%
DBT
886
Dubuque Bank & Trust
Iowa
$265K – – –
KWM
887
Kolinsky Wealth Management
New Jersey
$265K +$265K +617 New
TA
888
TFG Advisers
Michigan
$263K +$263K +611 New
PA
889
Probity Advisors
Texas
$260K -$1.29K -3 -0.5%
WAS
890
Winch Advisory Services
Wisconsin
$260K +$1.29K +3 +0.5%
NAM
891
NorthCrest Asset Manangement
Minnesota
$259K +$259K +603 New
FRA
892
Frank Rimerman Advisors
California
$258K – – –
CWA
893
CJM Wealth Advisers
Virginia
$258K +$258K +600 New
FCA
894
FLC Capital Advisors
California
$258K – – –
SC
895
Shay Capital
New York
$258K +$258K +600 New
AWM
896
Alterna Wealth Management
Texas
$255K +$255K +594 New
SAM
897
SP Asset Management
California
$253K +$6.99K +18 +3%
PCP
898
Proficio Capital Partners
Massachusetts
$252K +$252K +585 New
BBHC
899
Brown Brothers Harriman & Co
New York
$248K -$3.56K -8,267 -1%
HWIS
900
Hancock Whitney Investment Services
Louisiana
$247K +$247K +582 New
34 35
36
37 38