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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 %
RC
926
Rovin Capital
Arizona
$263K -$18.7K -47 -7%
NFP
927
Narus Financial Partners
Utah
$263K – – –
DMBA
928
Deseret Mutual Benefit Administrators
Utah
$261K +$2.4K +6 +0.9%
SAM
929
SP Asset Management
California
$260K – – –
ERWM
930
Elk River Wealth Management
Colorado
$259K – – –
CI
931
CX Institutional
Indiana
$258K +$25.9K +65 +11%
BWG
932
Beta Wealth Group
California
$258K +$798 +2 +0.3%
SOS
933
Silver Oak Securities
Tennessee
$257K +$257K +641 New
EWA
934
EverSource Wealth Advisors
Alabama
$257K +$13.2K +33 +5%
OFS
935
OneAscent Financial Services
Alabama
$256K -$9.57K -24 -4%
STA
936
Summit Trail Advisors
New York
$256K +$256K +641 New
TCM
937
Teza Capital Management
Illinois
$254K +$254K +637 New
FFP
938
FourThought Financial Partners
Florida
$254K -$3.59K -9 -1%
FWCM
939
Ferguson Wellman Capital Management
Oregon
$251K +$399 +1 +0.2%
DWT
940
Dorsey & Whitney Trust
South Dakota
$251K -$399 -1 -0.2%
BC
941
Brookfield Corp
Ontario, Canada
$250K +$250K +626 New
MWA
942
Meridian Wealth Advisors
Texas
$249K – – –
GI
943
GAMCO Investors
Connecticut
$249K +$249K +625 New
ACM
944
Acrisure Capital Management
Texas
$247K +$247K +620 New
VWM
945
Valley Wealth Managers
New Jersey
$246K -$6.79K -17 -3%
LFA
946
Legacy Financial Advisors
Kentucky
$246K -$16.8K -42 -6%
VFA
947
Valeo Financial Advisors
Indiana
$246K -$6.38K -16 -3%
VFA
948
Values First Advisors
Tennessee
$245K -$44.3K -111 -15%
FP
949
Foundry Partners
Minnesota
$244K -$3.19K -8 -1%
NAM
950
NorthCrest Asset Manangement
Minnesota
$241K – – –
36 37
38
39 40