KLAC icon

KLA
KLAC

Overview Fund Activity

1,111 hedge funds and large institutions have $55.9B invested in KLA in 2021 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 401 increasing their positions, 344 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,111
Holders Change
+143
Holders Change %
+14.77%
% of All Funds
17.16%
Holding in Top 10
41
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+192.86%
% of All Funds
0.63%
New
215
Increased
401
Reduced
344
Closed
57
Calls
$544M
Puts
$611M
Net Calls
-$66.5M
Net Calls Change
+$90.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$602M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$252M
3
MIHAS
Maj Invest Holding A/S
Denmark
+$242M
4
HF
HRT Financial
New York
+$149M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$127M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$944M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$913M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$226M
4
UBS Group
UBS Group
Switzerland
-$140M
5
Bessemer Group
Bessemer Group
New Jersey
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
951
Paragon Capital Management (Colorado)
Colorado
$182K +$182K +422 New
GWSG
952
GPS Wealth Strategies Group
Colorado
$181K +$430 +1 +0.2%
UCB
953
United Community Bank
South Carolina
$176K +$176K +410 New
CB
954
Community Bank
New York
$176K – – –
CMBA
955
C.M. Bidwell & Associates
Hawaii
$174K -$10.3K -24 -6%
WOC
956
West Oak Capital
California
$172K – – –
C
957
Covestor
United Kingdom
$153K +$153K +355 New
CWS
958
Confluence Wealth Services
Pennsylvania
$153K +$153K +357 New
CA
959
CoreCap Advisors
Michigan
$151K +$151K +352 New
AIM
960
Anchor Investment Management
South Carolina
$142K +$127K +295 +819%
CWP
961
Concord Wealth Partners
Virginia
$132K +$62.3K +145 +90%
KFS
962
Kelly Financial Services
Massachusetts
$130K – – –
CAL
963
Capital Advisors Ltd
Ohio
$130K +$861 +2 +0.7%
MA
964
Montag & Associates
Georgia
$129K +$100K +232 +346%
FF
965
FourThought Financial
Florida
$124K +$48.1K +112 +63%
GTAM
966
Global Trust Asset Management
Florida
$123K +$120K +280 +4,667%
FFA
967
Freedman Financial Associates
Massachusetts
$121K – – –
SQA
968
Simon Quick Advisors
New Jersey
$119K -$31.4K -73 -21%
FHA
969
First Horizon Advisors
Tennessee
$114K -$2.57K -6 -2%
PPWM
970
PFG Private Wealth Management
Florida
$113K +$113K +263 New
VCM
971
Versant Capital Management
Arizona
$111K – – –
NFSG
972
Newbridge Financial Services Group
Florida
$110K – – –
CFA
973
Carroll Financial Associates
North Carolina
$109K +$3.08K +7 +3%
DAC
974
Dividend Assets Capital
South Carolina
$108K – – –
PMFA
975
Plante Moran Financial Advisors
Michigan
$108K +$16.8K +39 +18%
37 38
39
40 41