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KLA
KLAC

Overview Fund Activity

968 hedge funds and large institutions have $43.7B invested in KLA in 2021 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 359 increasing their positions, 367 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
968
Holders Change
+26
Holders Change %
+2.76%
% of All Funds
17%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.25%
New
94
Increased
359
Reduced
367
Closed
59
Calls
$502M
Puts
$659M
Net Calls
-$157M
Net Calls Change
-$57.9M

Top Buyers

1
Holocene Advisors
Holocene Advisors
New York
+$172M
2
Citadel Advisors
Citadel Advisors
Florida
+$134M
3
Morgan Stanley
Morgan Stanley
New York
+$83.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$76.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$73.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$220M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$179M
3
CVA
Ceredex Value Advisors
Florida
-$176M
4
CBT
Capital Bank & Trust
California
-$116M
5
KBC Group
KBC Group
Belgium
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
951
Carolinas Wealth Consulting
North Carolina
$4K – – –
TCWM
952
Total Clarity Wealth Management
Illinois
$4K +$4K +11 New
SWA
953
SOA Wealth Advisors
New York
$3K – – –
CWM
954
Cranbrook Wealth Management
Michigan
$3K – – –
Walleye Capital
955
Walleye Capital
New York
$2.72K +$2.72K +8,127 New
HR
956
Howe & Rusling
New York
$2K -$400 -1 -17%
MFT
957
Moisand Fitzgerald Tamayo
Florida
$2K – – –
SIS
958
Sound Income Strategies
Florida
$2K – – –
GTAM
959
Global Trust Asset Management
Florida
$2K – – –
TFA
960
Toth Financial Advisory
Virginia
$2K – – –
AWM
961
Avior Wealth Management
Nebraska
$2K +$333 +1 +20%
MCM
962
Manchester Capital Management
Vermont
$2K +$2K +6 New
CI
963
Cordant Inc
Oregon
$2K +$2K +7 New
GFPC
964
Global Financial Private Client
Florida
$1.01K – – –
UFF
965
USA Financial Formulas
Michigan
$1K -$1.72M -3,447 -100%
MA
966
MCF Advisors
Kentucky
$1K +$1K +3 New
CTB
967
Country Trust Bank
Illinois
$1K +$1K +4 New
WIM
968
Westside Investment Management
California
$37 – – –
CBT
969
Capital Bank & Trust
California
– -$116M -359,219 Closed
HF
970
HRT Financial
New York
– -$44.8M -138,309 Closed
E
971
Ergoteles
New York
– -$15.3M -47,076 Closed
BA
972
Bridgewater Associates
Connecticut
– -$13M -40,160 Closed
AR
973
Advisory Research
Illinois
– -$8.19M -25,250 Closed
PP
974
Paloma Partners
Connecticut
– -$2.8M -8,643 Closed
ERSOT
975
Employees Retirement System of Texas
Texas
– -$2.59M -8,000 Closed
37 38
39
40 41