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KLA
KLAC

Overview Fund Activity

1,063 hedge funds and large institutions have $41B invested in KLA in 2022 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 433 increasing their positions, 382 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,063
Holders Change
-20
Holders Change %
-1.85%
% of All Funds
17.97%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.47%
New
101
Increased
433
Reduced
382
Closed
106
Calls
$465M
Puts
$473M
Net Calls
-$8.02M
Net Calls Change
+$40.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$504M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$456M
3
Goldman Sachs
Goldman Sachs
New York
+$173M
4
Morgan Stanley
Morgan Stanley
New York
+$136M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$80M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$204M
2
CVA
Ceredex Value Advisors
Florida
-$164M
3
BlackRock
BlackRock
New York
-$151M
4
Capital International Investors
Capital International Investors
California
-$149M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCB
901
United Community Bank
South Carolina
$155K +$7.98K +25 +5%
BAM
902
Bellevue Asset Management
Washington
$154K +$322 +1 +0.2%
CFGS
903
Concourse Financial Group Securities
Alabama
$153K -$67.9K -213 -31%
EMFAT
904
Emerald Mutual Fund Advisers Trust
Pennsylvania
$151K +$61.3K +192 +68%
T
905
TOBAM
France
$147K +$147K +461 New
KTC
906
Kistler-Tiffany Companies
Pennsylvania
$139K +$24.9K +78 +22%
Capstone Investment Advisors
907
Capstone Investment Advisors
New York
$135K -$1.47M -4,603 -92%
SPIA
908
Steward Partners Investment Advisory
New York
$135K -$10.9K -34 -7%
JIR
909
James Investment Research
Ohio
$128K -$256K -800 -67%
WOC
910
West Oak Capital
California
$128K – – –
AAP
911
Arax Advisory Partners
Colorado
$124K +$5.77K +18 +5%
CI
912
CX Institutional
Indiana
$124K +$124K +388 New
FCA
913
FinTrust Capital Advisors
South Carolina
$123K -$1.77K -5 -1%
IA
914
IFP Advisors
Florida
$117K – – –
AIM
915
Anchor Investment Management
South Carolina
$114K – – –
PPWM
916
PFG Private Wealth Management
Florida
$100K – – –
PGAM
917
Princeton Global Asset Management
New Jersey
$97K +$7.95K +25 +9%
KFS
918
Kelly Financial Services
Massachusetts
$96.6K – – –
CAL
919
Capital Advisors Ltd
Ohio
$96K +$636 +2 +0.7%
MA
920
Montag & Associates
Georgia
$95K – – –
CWP
921
Concord Wealth Partners
Virginia
$93K -$21.1K -66 -18%
HI
922
Harbour Investments
Wisconsin
$85K +$85K +266 New
VCM
923
Versant Capital Management
Arizona
$83K – – –
SI
924
Stephens Inc
Arkansas
$83K +$3.5K +11 +4%
PWMG
925
Prestige Wealth Management Group
New Jersey
$83K +$26.8K +84 +48%
35 36
37
38 39