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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 %
SWA
876
SFMG Wealth Advisors
Texas
$931K +$824 +1 +0.1%
SIA
877
Schechter Investment Advisors
Michigan
$926K -$14K -17 -1%
ACA
878
Aptus Capital Advisors
Alabama
$925K +$47K +57 +5%
CB
879
Cadence Bank
Mississippi
$920K +$1.65K +2 +0.2%
MIC
880
Maxi Investments CY
Cyprus
$915K -$5.88M -7,128 -87%
GLA
881
Great Lakes Advisors
Illinois
$909K -$47.8K -58 -5%
HFA
882
Hershey Financial Advisers
Pennsylvania
$904K +$904K +1,097 New
HBT
883
Heartland Bank & Trust
Illinois
$904K -$409K -496 -31%
PFG
884
Prosperity Financial Group
California
$895K +$19.8K +24 +2%
FFA
885
Fragasso Financial Advisors
Pennsylvania
$885K +$19K +23 +2%
EWA
886
EverSource Wealth Advisors
Alabama
$877K +$238K +289 +37%
PI
887
PFG Investments
New York
$872K -$677K -821 -44%
BFEC
888
Benjamin F. Edwards & Company
Missouri
$871K -$825 -1 -0.1%
Fidelity International
889
Fidelity International
Bermuda
$867K -$31.3K -38 -3%
CIA
890
Concurrent Investment Advisors
Florida
$863K +$130K +158 +18%
WAG
891
Winthrop Advisory Group
Massachusetts
$862K +$2.47K +3 +0.3%
RCA
892
Roberts Capital Advisors
Colorado
$858K – – –
CWAG
893
Compton Wealth Advisory Group
Virginia
$857K – – –
QPBE
894
Quintet Private Bank (Europe)
Luxembourg
$854K +$19.1K +20 +2%
VFA
895
Valeo Financial Advisors
Indiana
$851K +$172K +209 +25%
CTA
896
Chesley Taft & Associates
Illinois
$850K -$50.3K -61 -6%
DG
897
DMC Group
Alabama
$850K +$82.5K +100 +11%
NCFG
898
New Century Financial Group
New Jersey
$848K +$147K +178 +21%
ET
899
Equitable Trust
Tennessee
$844K +$255K +309 +43%
JIC
900
Joel Isaacson & Co
New York
$843K -$825 -1 -0.1%
34 35
36
37 38