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KLA
KLAC

Overview Fund Activity

1,050 hedge funds and large institutions have $38.6B invested in KLA in 2022 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 360 increasing their positions, 432 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
-13
Holders Change %
-1.22%
% of All Funds
18.16%
Holding in Top 10
19
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-32.14%
% of All Funds
0.33%
New
106
Increased
360
Reduced
432
Closed
103
Calls
$518M
Puts
$427M
Net Calls
+$90.6M
Net Calls Change
+$98.6M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$704M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$386M
3
Citigroup
Citigroup
New York
+$101M
4
Macquarie Group
Macquarie Group
Australia
+$87.3M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$68.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$366M
2
Boston Partners
Boston Partners
Massachusetts
-$203M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$158M
4
Alkeon Capital Management
Alkeon Capital Management
New York
-$148M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
976
Capital Analysts LLC
Pennsylvania
$19K +$3.86K +13 +25%
SCA
977
Stonebridge Capital Advisors
Minnesota
$18K -$30K -100 -63%
KFI
978
Key Financial Inc
Pennsylvania
$18K – – –
GCM
979
Gables Capital Management
Florida
$18K – – –
BWM
980
Baystate Wealth Management
Massachusetts
$17K +$309 +1 +2%
DWA
981
Delos Wealth Advisors
Texas
$17K +$309 +1 +2%
SOS
982
Silver Oak Securities
Tennessee
$16.5K +$16.5K +36 New
TWM
983
Tradition Wealth Management
Minnesota
$16K +$615 +2 +4%
WTA
984
Washington Trust Advisors
Massachusetts
$15K – – –
First Manhattan
985
First Manhattan
New York
$15K – – –
AWM
986
Atticus Wealth Management
Florida
$15K – – –
CFFP
987
Center for Financial Planning
Michigan
$15K +$15K +51 New
CT
988
Cambridge Trust
Massachusetts
$14K +$14K +47 New
ECM
989
Estabrook Capital Management
New York
$13.3K – – –
TFS
990
TrustCore Financial Services
Tennessee
$12K – – –
BC
991
Belmont Capital
California
$12K +$12K +41 New
CCM
992
Cribstone Capital Management
Maine
$11K +$1.83K +6 +20%
SWA
993
Sutton Wealth Advisors
Florida
$10.9K -$1.21K -4 -10%
QC
994
Quent Capital
New York
$9K – – –
WB
995
Webster Bank
Connecticut
$9K – – –
LF
996
Lee Financial
Texas
$9K +$3K +10 +50%
MIM
997
Macroview Investment Management
Maryland
$9K +$9K +31 New
HIA
998
Harbor Investment Advisory
Maryland
$8K -$8K -25 -50%
CB
999
CNB Bank
Pennsylvania
$8K -$2.29K -8 -22%
MA
1000
MUFG Americas
New York
$8K – – –
38 39
40
41 42