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KLA
KLAC

Overview Fund Activity

1,218 hedge funds and large institutions have $57.7B invested in KLA in 2023 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 416 increasing their positions, 474 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+62
Holders Change %
+5.36%
% of All Funds
19.21%
Holding in Top 10
38
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+52%
% of All Funds
0.6%
New
142
Increased
416
Reduced
474
Closed
73
Calls
$581M
Puts
$663M
Net Calls
-$82M
Net Calls Change
-$134M

Top Buyers

1
JIM
Jensen Investment Management
Oregon
+$206M
2
Fidelity International
Fidelity International
Bermuda
+$132M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
+$113M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$93.5M
5
ECU
Egerton Capital (UK)
United Kingdom
+$92.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.74B
2
Capital International Investors
Capital International Investors
California
-$263M
3
Goldman Sachs
Goldman Sachs
New York
-$253M
4
Bank of America
Bank of America
North Carolina
-$205M
5
Amundi
Amundi
France
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
951
SP Asset Management
California
$316K – – –
ERWM
952
Elk River Wealth Management
Colorado
$315K – – –
DMBA
953
Deseret Mutual Benefit Administrators
Utah
$314K -$2.43K -5 -0.8%
LFA
954
Legacy Financial Advisors
Kentucky
$311K +$13.1K +27 +4%
FAIM
955
Financial Advocates Investment Management
Washington
$309K -$157K -323 -34%
JIP
956
Jaffetilchin Investment Partners
Florida
$308K +$308K +636 New
JSW
957
Journey Strategic Wealth
New Jersey
$308K -$115K -238 -27%
FFA
958
First Foundation Advisors
California
$303K -$102K -211 -25%
MWA
959
Meridian Wealth Advisors
Texas
$303K – – –
FFP
960
FourThought Financial Partners
Florida
$301K -$7.28K -15 -2%
WG
961
Winton Group
United Kingdom
$301K -$2M -4,133 -87%
STA
962
Summit Trail Advisors
New York
$297K -$14.1K -29 -5%
FP
963
Foundry Partners
Minnesota
$296K – – –
WAM
964
Watershed Asset Management
California
$294K +$294K +606 New
WAS
965
Winch Advisory Services
Wisconsin
$292K – – –
WWM
966
Wolff Wiese Magana
California
$292K – – –
CWA
967
CJM Wealth Advisers
Virginia
$291K – – –
VWM
968
Valley Wealth Managers
New Jersey
$290K -$8.73K -18 -3%
PVH
969
Psagot Value Holdings
Israel
$287K -$1.43K -3 -0.5%
MBT
970
Montecito Bank & Trust
California
$282K +$14.6K +30 +5%
MOS
971
MGO One Seven
Ohio
$282K +$33.5K +69 +13%
AC
972
ASB Consultores
Florida
$281K -$6.79K -14 -2%
CL
973
Choreo LLC
Illinois
$281K +$3.4K +7 +1%
NF
974
Nikulski Financial
Iowa
$280K – – –
BWG
975
Beta Wealth Group
California
$279K -$34.4K -71 -11%
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