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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 %
TWA
926
Tandem Wealth Advisors
Arizona
$349K +$96.5K +199 +38%
DLA
927
Douglas Lane & Associates
New York
$347K +$347K +715 New
AAS
928
Annex Advisory Services
Wisconsin
$345K – – –
JF
929
Jump Financial
Illinois
$344K +$344K +710 New
HNWA
930
Henrickson Nauta Wealth Advisors
Michigan
$343K – – –
WA
931
WBH Advisory
Maryland
$340K – – –
ACA
932
Affinity Capital Advisors
California
$340K – – –
VFA
933
Valeo Financial Advisors
Indiana
$338K +$39.3K +81 +13%
PFBT
934
Parkside Financial Bank & Trust
Missouri
$338K -$93.1K -192 -22%
FC
935
Forte Capital
New York
$335K – – –
TCOV
936
Trust Company of Vermont
Vermont
$335K +$4.85K +10 +1%
BJL
937
Brighton Jones LLC
Washington
$332K +$332K +685 New
CI
938
CX Institutional
Indiana
$332K +$18.4K +38 +6%
NAM
939
NorthCrest Asset Manangement
Minnesota
$331K +$38.3K +79 +13%
NFC
940
Northeast Financial Consultants
Connecticut
$331K +$970 +2 +0.3%
SWM
941
Shelton Wealth Management
Texas
$329K -$5.34K -11 -2%
WCM
942
Whitener Capital Management
North Carolina
$327K – – –
QCG
943
Quadrant Capital Group
Ohio
$327K -$5.34K -11 -2%
SMA
944
Sage Mountain Advisors
Georgia
$325K +$1.94K +4 +0.6%
VFA
945
Values First Advisors
Tennessee
$325K +$26.7K +55 +9%
DSC
946
Duncker Streett & Co
Missouri
$324K – – –
GC
947
Globeflex Capital
California
$323K -$76.1K -157 -19%
BTWM
948
Baker Tilly Wealth Management
Wisconsin
$322K +$1.46K +3 +0.5%
NFP
949
Narus Financial Partners
Utah
$319K – – –
PA
950
Probity Advisors
Texas
$317K +$317K +653 New
36 37
38
39 40