KLAC icon

KLA
KLAC

Overview Fund Activity

1,063 hedge funds and large institutions have $41B invested in KLA in 2022 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 433 increasing their positions, 382 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,063
Holders Change
-20
Holders Change %
-1.85%
% of All Funds
17.97%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.47%
New
101
Increased
433
Reduced
382
Closed
106
Calls
$465M
Puts
$473M
Net Calls
-$8.02M
Net Calls Change
+$40.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$504M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$456M
3
Goldman Sachs
Goldman Sachs
New York
+$173M
4
Morgan Stanley
Morgan Stanley
New York
+$136M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$80M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$204M
2
CVA
Ceredex Value Advisors
Florida
-$164M
3
BlackRock
BlackRock
New York
-$151M
4
Capital International Investors
Capital International Investors
California
-$149M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
951
Stonebridge Capital Advisors
Minnesota
$51K – – –
BWM
952
BerganKDV Wealth Management
Minnesota
$50K +$316 +1 +0.6%
CDIA
953
Capital Directions Investment Advisors
Georgia
$48K – – –
MUMSS
954
Mitsubishi UFJ Morgan Stanley Securities
Japan
$48K – – –
CWM
955
Curi Wealth Management
North Carolina
$46K +$46K +144 New
WBC
956
West Branch Capital
Massachusetts
$45K – – –
SN
957
Sittner & Nelson
Oregon
$41K – – –
MCC
958
Money Concepts Capital
Florida
$40K -$128K -434 -76%
PB
959
Pinnacle Bancorp
Nebraska
$40K – – –
HWA
960
Heritage Wealth Advisors
Virginia
$40K +$40K +125 New
PSB
961
Piscataqua Savings Bank
New Hampshire
$39K – – –
CA
962
Centerpoint Advisors
Massachusetts
$38K – – –
AF
963
Advisornet Financial
Minnesota
$38K +$7.35K +23 +24%
SC
964
Seldon Capital
California
$36K – – –
EW
965
Evoke Wealth
California
$34K +$3.24K +10 +11%
WA
966
Win Advisors
Florida
$33K +$12.6K +43 +61%
WOSD
967
WFA of San Diego
California
$33K +$33K +104 New
HPC
968
HM Payson & Co
Maine
$32K – – –
SWM
969
Selective Wealth Management
Virginia
$32K – – –
WSC
970
Wellington Shields & Co
New York
$32K +$32K +100 New
PG
971
Proffitt & Goodson
Tennessee
$31K -$1.29K -4 -4%
CAAS
972
Capital Asset Advisory Services
Michigan
$30K +$30K +94 New
TFP
973
Tilia Fiduciary Partners
North Carolina
$27K +$1.59K +5 +6%
PP
974
Pacifica Partners
Canada
$27K +$27K +80 New
MA
975
MCF Advisors
Kentucky
$27K +$26.1K +83 +2,767%
37 38
39
40 41