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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 %
PCOC
876
Power Corp of Canada
Canada
$327K – – –
PI
877
PFG Investments
New York
$326K +$326K +816 New
BC
878
Barnett & Company
Tennessee
$325K – – –
JHCP
879
Jackson Hole Capital Partners
Oklahoma
$324K +$324K +812 New
QPW
880
Quantum Private Wealth
Florida
$318K +$3.59K +9 +1%
OWA
881
One Wealth Advisors
California
$316K -$798 -2 -0.3%
CFO
882
CVA Family Office
Colorado
$315K +$5.19K +13 +2%
RIA
883
Regal Investment Advisors
Michigan
$313K -$55.5K -139 -15%
VBCG
884
Valley Brook Capital Group
Pennsylvania
$309K – – –
SFS
885
Sowell Financial Services
Arkansas
$308K +$308K +771 New
CM
886
Capula Management
Cayman Islands
$308K +$308K +771 New
WPC
887
Wedmont Private Capital
Pennsylvania
$307K +$6.89K +18 +2%
RFP
888
Root Financial Partners
California
$306K +$306K +767 New
MFG
889
Merit Financial Group
Georgia
$306K +$3.99K +10 +1%
HI
890
Horizon Investments
North Carolina
$306K -$1.13M -2,834 -79%
APP
891
Avantax Planning Partners
Iowa
$305K – – –
MAM
892
McLean Asset Management
Virginia
$301K -$5.59K -14 -2%
TIA
893
Tiemann Investment Advisors
California
$300K +$5.99K +15 +2%
PWPS
894
Pinnacle Wealth Planning Services
Ohio
$299K -$2.4K -6 -0.8%
OR
895
Olympiad Research
Connecticut
$299K +$299K +749 New
FCA
896
FLC Capital Advisors
California
$298K +$16K +40 +6%
CW
897
CreativeOne Wealth
Kansas
$297K -$23.2K -58 -7%
CBFP
898
Cedar Brook Financial Partners
Ohio
$295K -$2K -5 -0.7%
ECM
899
Evergreen Capital Management
Washington
$293K -$2.79K -7 -0.9%
HT
900
Heritage Trust
Oklahoma
$291K -$15.6K -39 -5%
34 35
36
37 38