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KLA
KLAC

Overview Fund Activity

903 hedge funds and large institutions have $44.3B invested in KLA in 2021 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 312 increasing their positions, 329 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
+62
Holders Change %
+7.37%
% of All Funds
15.9%
Holding in Top 10
27
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+145.45%
% of All Funds
0.48%
New
140
Increased
312
Reduced
329
Closed
73
Calls
$258M
Puts
$407M
Net Calls
-$149M
Net Calls Change
-$82M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$287M
2
UBS AM
UBS AM
Illinois
$556M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.34B
4
Invesco
Invesco
Georgia
$485M
5
Goldman Sachs
Goldman Sachs
New York
$393M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$5.2B
2
Primecap Management
Primecap Management
California
$2.79B
3
Fidelity International
Fidelity International
Bermuda
$600M
4
Ameriprise
Ameriprise
Minnesota
$767M
5
Wells Fargo
Wells Fargo
California
$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
951
Inspire Advisors
Idaho
– -$73K -283 Closed
PFO
952
Pathstone Family Office
New Jersey
– -$62K -238 Closed
KC
953
Kinloch Capital
Virginia
– -$60K -233 Closed
RPWA
954
Regent Peak Wealth Advisors
Georgia
– -$47K -183 Closed
CAAS
955
Capital Asset Advisory Services
Michigan
– -$44K -171 Closed
ICP
956
Interchange Capital Partners
Pennsylvania
– -$38K -150 Closed
BWM
957
Birchcreek Wealth Management
Ohio
– -$34K -135 Closed
WOSD
958
WFA of San Diego
California
– -$258 -100 Closed
CCA
959
Childress Capital Advisors
Texas
– -$19K -74 Closed
FWM
960
FSA Wealth Management
Massachusetts
– -$14K -55 Closed
LWA
961
Lenox Wealth Advisors
New York
– -$12K -46 Closed
AA
962
Ancora Advisors
Ohio
– -$10K -40 Closed
OIA
963
Optimum Investment Advisors
Illinois
– -$9K -35 Closed
DWM
964
Defined Wealth Management
Oregon
– -$7K -27 Closed
TPWA
965
TRUE Private Wealth Advisors
Oregon
– -$5K -23 Closed
NG
966
NWK Group
California
– -$2K -8 Closed
IWP
967
IAG Wealth Partners
Wisconsin
– -$2K -7 Closed
MCM
968
Manchester Capital Management
Vermont
– -$2K -7 Closed
SIAG
969
Safeguard Investment Advisory Group
California
– -$1K -5 Closed
EWM
970
Endurance Wealth Management
Rhode Island
– -$1K -4 Closed
BSSFA
971
Baron Silver Stevens Financial Advisors
Florida
– -$1K -4 Closed
TI
972
tru Independence
Oregon
– -$1 -3 Closed
RA
973
Resolute Advisors
California
– -$1K -3 Closed
Kayne Anderson Rudnick Investment Management
974
Kayne Anderson Rudnick Investment Management
California
– -$1K -3 Closed
CAM
975
CenterStar Asset Management
Illinois
– -$39K – –
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