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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 %
QPW
901
Quantum Private Wealth
Florida
$377K -$9.21K -19 -2%
CFO
902
CVA Family Office
Colorado
$376K -$6.31K -13 -2%
VBCG
903
Valley Brook Capital Group
Pennsylvania
$376K – – –
CMS
904
Capital Market Strategies
Florida
$374K +$374K +772 New
ECM
905
Evergreen Capital Management
Washington
$373K +$17.5K +36 +5%
APP
906
Avantax Planning Partners
Iowa
$373K +$2.43K +5 +0.7%
TAM
907
Tocqueville Asset Management
New York
$369K +$114K +235 +45%
MAM
908
McLean Asset Management
Virginia
$366K +$485 +1 +0.1%
PWPS
909
Pinnacle Wealth Planning Services
Ohio
$363K – – –
FCA
910
FLC Capital Advisors
California
$362K – – –
RFP
911
Root Financial Partners
California
$359K -$12.6K -26 -3%
TIMH
912
Tilt Investment Management Holdings
New York
$359K – – –
PWM
913
Perigon Wealth Management
California
$359K -$41.2K -85 -10%
SCM
914
SevenOneSeven Capital Management
Pennsylvania
$358K -$958 -2 -0.3%
JIC
915
Joel Isaacson & Co
New York
$356K +$356K +735 New
BAM
916
Berkshire Asset Management
Pennsylvania
$356K -$60.1K -124 -14%
BMA
917
Brooks Moore & Associates
Tennessee
$352K – – –
FWP
918
FAS Wealth Partners
Kansas
$352K – – –
Point72 Asset Management
919
Point72 Asset Management
Connecticut
$352K -$203K -419 -37%
CBFP
920
Cedar Brook Financial Partners
Ohio
$352K -$6.31K -13 -2%
FFM
921
Forum Financial Management
Illinois
$352K +$2.91K +6 +0.8%
MCA
922
MSH Capital Advisors
Arizona
$351K -$133K -274 -27%
SPC
923
Sigma Planning Corp
Michigan
$350K -$971 -2 -0.3%
TIA
924
Tiemann Investment Advisors
California
$350K -$14.6K -30 -4%
C
925
Certuity
Florida
$349K +$349K +721 New
35 36
37
38 39