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KLA
KLAC

Overview Fund Activity

1,270 hedge funds and large institutions have $55B invested in KLA in 2023 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 459 increasing their positions, 460 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,270
Holders Change
+52
Holders Change %
+4.27%
% of All Funds
20.25%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
137
Increased
459
Reduced
460
Closed
74
Calls
$637M
Puts
$688M
Net Calls
-$50.7M
Net Calls Change
+$31.3M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$184M
2
Alkeon Capital Management
Alkeon Capital Management
New York
+$183M
3
Two Sigma Investments
Two Sigma Investments
New York
+$136M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$99.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$87.3M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$202M
2
Capital International Investors
Capital International Investors
California
-$202M
3
MGIM
M&G Investment Management
United Kingdom
-$120M
4
ECU
Egerton Capital (UK)
United Kingdom
-$92.7M
5
Barclays
Barclays
United Kingdom
-$81.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
951
Parkside Financial Bank & Trust
Missouri
$327K +$7.34K +16 +2%
HNWA
952
Henrickson Nauta Wealth Advisors
Michigan
$324K – – –
ACA
953
Affinity Capital Advisors
California
$323K +$2.29K +5 +0.7%
LFG
954
Larson Financial Group
Missouri
$323K -$66.5K -145 -17%
OWM
955
OneAscent Wealth Management
Alabama
$322K +$322K +702 New
DSC
956
Duncker Streett & Co
Missouri
$321K +$14.2K +31 +5%
PWM
957
Perigon Wealth Management
California
$320K -$19.3K -42 -6%
Fayez Sarofim & Co
958
Fayez Sarofim & Co
Texas
$317K +$317K +692 New
RFP
959
Root Financial Partners
California
$317K -$22.9K -50 -7%
AFG
960
Atomi Financial Group
New York
$317K +$69.7K +152 +28%
FC
961
Forte Capital
New York
$316K – – –
TCOV
962
Trust Company of Vermont
Vermont
$316K – – –
AA
963
ALPS Advisors
Colorado
$315K -$82.1K -179 -21%
GIA
964
Gateway Investment Advisers
Ohio
$315K -$61K -133 -16%
WSTAM
965
Wilbanks Smith & Thomas Asset Management
Virginia
$314K -$131K -286 -29%
DTL
966
Dynamic Technology Lab
Singapore
$314K +$314K +685 New
UFF
967
USA Financial Formulas
Michigan
$314K +$313K +682 +34,100%
NFC
968
Northeast Financial Consultants
Connecticut
$313K +$459 +1 +0.1%
BP
969
BBR Partners
New York
$311K +$311K +677 New
WCM
970
Whitener Capital Management
North Carolina
$310K – – –
BFM
971
Boothbay Fund Management
New York
$310K +$77.5K +169 +33%
TIA
972
Tiemann Investment Advisors
California
$308K -$22.9K -50 -7%
GC
973
Globeflex Capital
California
$305K – – –
SWM
974
Silverlake Wealth Management
Vermont
$305K +$305K +664 New
MAM
975
MWA Asset Management
Massachusetts
$304K +$304K +662 New
37 38
39
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