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KLA
KLAC

Overview Fund Activity

1,270 hedge funds and large institutions have $55B invested in KLA in 2023 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 459 increasing their positions, 460 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,270
Holders Change
+52
Holders Change %
+4.27%
% of All Funds
20.25%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
137
Increased
459
Reduced
460
Closed
74
Calls
$637M
Puts
$688M
Net Calls
-$50.7M
Net Calls Change
+$31.3M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$184M
2
Alkeon Capital Management
Alkeon Capital Management
New York
+$183M
3
Two Sigma Investments
Two Sigma Investments
New York
+$136M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$99.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$87.3M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$202M
2
Capital International Investors
Capital International Investors
California
-$202M
3
MGIM
M&G Investment Management
United Kingdom
-$120M
4
ECU
Egerton Capital (UK)
United Kingdom
-$92.7M
5
Barclays
Barclays
United Kingdom
-$81.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
901
Vestmark Advisory Solutions
Massachusetts
$400K -$2.73M -5,957 -87%
IWC
902
Integrated Wealth Concepts
Massachusetts
$398K +$6.88K +15 +2%
AR
903
Advisory Research
Illinois
$397K -$5.96K -13 -1%
CA
904
Clearstead Advisors
Ohio
$395K +$252K +550 +176%
BCM
905
Bayesian Capital Management
New York
$394K +$394K +860 New
OR
906
Olympiad Research
Connecticut
$394K +$6.42K +14 +2%
LJAC
907
L.J. Altfest & Co
New York
$393K -$10.5K -23 -3%
PRS
908
Pinkerton Retirement Specialists
Idaho
$390K -$456K -994 -54%
NIC
909
Northwest Investment Counselors
Oregon
$389K -$361K -787 -48%
GA
910
Geller Advisors
New York
$388K -$459 -1 -0.1%
CCS
911
Concentric Capital Strategies
Connecticut
$383K +$383K +836 New
OFS
912
OneAscent Financial Services
Alabama
$383K +$383K +835 New
AAM
913
Auxier Asset Management
Oregon
$383K – – –
EWM
914
Evercore Wealth Management
New York
$380K – – –
PI
915
PFG Investments
New York
$378K – – –
CPRC
916
Consolidated Portfolio Review Corp
New York
$377K -$7.34K -16 -2%
BC
917
Barnett & Company
Tennessee
$374K – – –
CMS
918
Capital Market Strategies
Florida
$374K +$24.9K +55 +7%
JHCP
919
Jackson Hole Capital Partners
Oklahoma
$372K – – –
QPW
920
Quantum Private Wealth
Florida
$372K +$15.6K +34 +4%
BJL
921
Brighton Jones LLC
Washington
$366K +$51.8K +113 +16%
SIM
922
Sentry Investment Management
Wisconsin
$364K +$364K +794 New
TAM
923
Tocqueville Asset Management
New York
$363K +$14.2K +31 +4%
QCG
924
Quadrant Capital Group
Ohio
$360K +$50.9K +111 +16%
MAM
925
McLean Asset Management
Virginia
$358K -$474 -1 -0.1%
35 36
37
38 39