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KLA
KLAC

Overview Fund Activity

1,156 hedge funds and large institutions have $48.1B invested in KLA in 2023 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 420 increasing their positions, 441 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,156
Holders Change
+32
Holders Change %
+2.85%
% of All Funds
18.5%
Holding in Top 10
25
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-28.57%
% of All Funds
0.4%
New
136
Increased
420
Reduced
441
Closed
83
Calls
$548M
Puts
$497M
Net Calls
+$51.6M
Net Calls Change
+$72.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$286M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$202M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$107M
4
Bank of America
Bank of America
North Carolina
+$105M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$102M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.09B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$321M
3
Primecap Management
Primecap Management
California
-$168M
4
Wolverine Trading
Wolverine Trading
Illinois
-$167M
5
Macquarie Group
Macquarie Group
Australia
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
951
Wolff Wiese Magana
California
$240K -$2K -5 -0.8%
TIA
952
Traphagen Investment Advisors
New Jersey
$240K +$10.8K +27 +5%
WAS
953
Winch Advisory Services
Wisconsin
$240K – – –
CWA
954
CJM Wealth Advisers
Virginia
$240K – – –
PVH
955
Psagot Value Holdings
Israel
$238K +$1.97K +5 +0.8%
AC
956
ASB Consultores
Florida
$237K +$237K +594 New
OWM
957
OneAscent Wealth Management
Alabama
$236K -$22K -55 -9%
NF
958
Nikulski Financial
Iowa
$230K – – –
SIA
959
Sit Investment Associates
Minnesota
$230K – – –
CG
960
Cutler Group
California
$229K -$1.16M -2,906 -83%
CL
961
Choreo LLC
Illinois
$228K +$228K +572 New
PTC
962
Private Trust Company
Ohio
$228K -$34.3K -86 -13%
PTC
963
Philadelphia Trust Company
Pennsylvania
$224K – – –
CC
964
Courier Capital
New York
$224K – – –
AIM
965
AHL Investment Management
Florida
$222K -$20K -50 -8%
GBT
966
Grove Bank & Trust
Florida
$222K -$73K -183 -25%
EH
967
Equitable Holdings
New York
$222K -$56.7K -142 -20%
MBT
968
Montecito Bank & Trust
California
$220K -$18.8K -47 -8%
SEC
969
Seven Eight Capital
New York
$220K +$220K +551 New
BEAM
970
Baker Ellis Asset Management
Washington
$220K +$220K +550 New
AA
971
AlphaMark Advisors
Kentucky
$218K – – –
ABC
972
Associated Banc-Corp
Wisconsin
$217K – – –
RCAG
973
Rehmann Capital Advisory Group
Michigan
$216K -$37.9K -95 -15%
GSIS
974
Global Strategic Investment Solutions
Arizona
$216K +$216K +542 New
AFG
975
Atomi Financial Group
New York
$216K +$216K +540 New
37 38
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