1,387 hedge funds and large institutions have $69B invested in KLA in 2023 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 453 increasing their positions, 520 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,387
Holders Change
+117
Holders Change %
+9.21%
% of All Funds
20.33%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
0.64%
New
225
Increased
453
Reduced
520
Closed
91
Calls
$1.09B
Puts
$1.24B
Net Calls
-$148M
Net Calls Change
-$97.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PFBT
951
Parkside Financial Bank & Trust
Missouri
$438K +$24.4K +42 +6%
PWM
952
Perigon Wealth Management
California
$436K +$29.7K +51 +7%
GI
953
GAMMA Investing
California
$435K +$435K +733 New
FWP
954
FAS Wealth Partners
Kansas
$435K +$13.9K +24 +3%
FCA
955
FLC Capital Advisors
California
$434K
PRS
956
Pinkerton Retirement Specialists
Idaho
$433K -$61K -105 -12%
PWPS
957
Pinnacle Wealth Planning Services
Ohio
$432K -$2.33K -4 -0.5%
BAM
958
Berkshire Asset Management
Pennsylvania
$430K +$4.07K +7 +1%
JIC
959
Joel Isaacson & Co
New York
$428K +$581 +1 +0.1%
SCM
960
Stevens Capital Management
Pennsylvania
$426K -$1.62M -2,792 -79%
M
961
MOTCO
Texas
$424K -$227K -390 -35%
BMA
962
Brooks Moore & Associates
Tennessee
$421K
FFM
963
Forum Financial Management
Illinois
$421K
NAM
964
NorthCrest Asset Manangement
Minnesota
$421K -$25.6K -44 -6%
GAM
965
Groupama Asset Management
France
$420K +$420K +723 New
SIM
966
Sentry Investment Management
Wisconsin
$417K -$44.8K -77 -10%
ACA
967
Affinity Capital Advisors
California
$416K +$5.81K +10 +1%
CPC
968
Consolidated Planning Corp
Georgia
$414K +$66.2K +114 +19%
TWA
969
Tandem Wealth Advisors
Arizona
$413K -$13.4K -23 -3%
MAM
970
McLean Asset Management
Virginia
$411K +$545 +1 +0.1%
HNWA
971
Henrickson Nauta Wealth Advisors
Michigan
$411K
FAIM
972
Financial Advocates Investment Management
Washington
$410K +$37.8K +65 +10%
EWA
973
EverSource Wealth Advisors
Alabama
$409K +$44.8K +77 +12%
LFG
974
Larson Financial Group
Missouri
$407K -$1.74K -3 -0.4%
DSC
975
Duncker Streett & Co
Missouri
$406K