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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 %
PCOC
876
Power Corp of Canada
Canada
$423K – – –
SM
877
STF Management
Texas
$421K -$330K -680 -44%
PCM
878
Prelude Capital Management
New York
$421K -$165K -341 -28%
HI
879
Horizon Investments
North Carolina
$421K +$49.3K +102 +13%
AA
880
ALPS Advisors
Colorado
$420K +$2.43K +5 +0.6%
OTL
881
Oak Thistle LLC
New York
$417K +$417K +860 New
GWS
882
Glassman Wealth Services
Virginia
$415K -$126K -260 -23%
IWC
883
Integrated Wealth Concepts
Massachusetts
$414K +$414K +853 New
KIC
884
Keating Investment Counselors
Florida
$412K -$146K -300 -26%
LFG
885
Larson Financial Group
Missouri
$412K +$324K +669 +372%
GA
886
Geller Advisors
New York
$410K +$165K +340 +67%
OR
887
Olympiad Research
Connecticut
$409K +$46.1K +95 +13%
FTWA
888
Fifth Third Wealth Advisors
Ohio
$409K +$409K +843 New
CW
889
CreativeOne Wealth
Kansas
$408K +$47.5K +98 +13%
CPRC
890
Consolidated Portfolio Review Corp
New York
$407K – – –
AAM
891
Auxier Asset Management
Oregon
$405K – – –
EWM
892
Evercore Wealth Management
New York
$402K – – –
PI
893
PFG Investments
New York
$399K +$3.88K +8 +1%
GIA
894
Gateway Investment Advisers
Ohio
$397K -$10.2K -21 -3%
BC
895
Barnett & Company
Tennessee
$395K – – –
JHCP
896
Jackson Hole Capital Partners
Oklahoma
$394K – – –
KCM
897
Kathmere Capital Management
Pennsylvania
$392K +$392K +809 New
VT
898
Vise Technologies
New York
$390K +$55.8K +115 +17%
IA
899
IFP Advisors
Florida
$390K -$74.7K -154 -16%
ICP
900
Interchange Capital Partners
Pennsylvania
$384K -$166K -328 -30%
34 35
36
37 38