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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 %
RFC
901
Regions Financial Corp
Alabama
$290K +$54.7K +137 +23%
SCM
902
SevenOneSeven Capital Management
Pennsylvania
$290K -$128K -330 -31%
SPC
903
Sigma Planning Corp
Michigan
$289K -$30.4K -76 -10%
FWP
904
FAS Wealth Partners
Kansas
$289K +$3.99K +10 +1%
BMA
905
Brooks Moore & Associates
Tennessee
$289K -$59.8K -150 -17%
FFM
906
Forum Financial Management
Illinois
$287K -$399 -1 -0.1%
AAS
907
Annex Advisory Services
Wisconsin
$284K -$399 -1 -0.1%
HNWA
908
Henrickson Nauta Wealth Advisors
Michigan
$282K – – –
WA
909
WBH Advisory
Maryland
$280K +$280K +701 New
ACA
910
Affinity Capital Advisors
California
$279K – – –
TIMH
911
Tilt Investment Management Holdings
New York
$277K +$35.9K +96 +15%
SWM
912
Shelton Wealth Management
Texas
$276K -$103K -259 -27%
FC
913
Forte Capital
New York
$275K -$15.6K -39 -5%
VT
914
Vise Technologies
New York
$275K +$275K +690 New
QCG
915
Quadrant Capital Group
Ohio
$273K -$2.79K -7 -1%
TF
916
Trek Financial
Arizona
$272K +$272K +681 New
TCOV
917
Trust Company of Vermont
Vermont
$271K +$41.9K +105 +18%
NFC
918
Northeast Financial Consultants
Connecticut
$271K -$112K -280 -29%
WCM
919
Whitener Capital Management
North Carolina
$269K -$79.8K -200 -23%
DSC
920
Duncker Streett & Co
Missouri
$266K +$17.6K +44 +7%
SMA
921
Sage Mountain Advisors
Georgia
$266K +$266K +666 New
LA
922
Legacy Advisors
Pennsylvania
$265K +$2K +5 +0.8%
JCM
923
Janney Capital Management
Pennsylvania
$264K -$77.1K -193 -23%
WC
924
Wexford Capital
Florida
$264K +$264K +661 New
BTWM
925
Baker Tilly Wealth Management
Wisconsin
$263K +$263K +660 New
35 36
37
38 39