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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 %
JBA
976
Johnson Bixby & Associates
Washington
$214K – – –
TCM
977
Telos Capital Management
California
$212K +$212K +532 New
EWA
978
EP Wealth Advisors
California
$211K -$209K -3,981 -50%
FMLI
979
Fukoku Mutual Life Insurance
Japan
$211K +$211K +528 New
PPC
980
Park Place Capital
Alabama
$210K -$11.2K -28 -5%
MMA
981
Miracle Mile Advisors
California
$210K +$210K +525 New
AC
982
Allstate Corporation
Illinois
$210K -$1.99M -4,988 -90%
TAM
983
Tocqueville Asset Management
New York
$210K +$210K +525 New
TWA
984
Tandem Wealth Advisors
Arizona
$208K +$208K +521 New
VA
985
Valmark Advisers
Ohio
$205K +$205K +514 New
MOS
986
MGO One Seven
Ohio
$204K +$204K +512 New
JWBC
987
John W. Bristol & Co
New York
$204K +$204K +512 New
HTC
988
Haverford Trust Company
Pennsylvania
$202K +$202K +507 New
VSQM
989
V-Square Quantitative Management
Illinois
$202K +$202K +507 New
GA
990
Geller Advisors
New York
$202K +$202K +506 New
QPWM
991
Quadrant Private Wealth Management
Pennsylvania
$201K +$201K +503 New
AG
992
AIA Group
Hong Kong
$200K -$30.7K -77 -13%
UCB
993
United Community Bank
South Carolina
$195K -$24.7K -62 -11%
BAM
994
Bellevue Asset Management
Washington
$191K – – –
NIMI
995
Natixis Investment Managers International
France
$191K -$117K -294 -38%
EWP
996
Elevation Wealth Partners
California
$187K +$187K +469 New
SCM
997
Silvant Capital Management
Georgia
$169K – – –
SPIA
998
Steward Partners Investment Advisory
New York
$168K -$198K -495 -54%
MCM
999
MV Capital Management
Maryland
$164K +$97.8K +245 +148%
AAP
1000
Arax Advisory Partners
Colorado
$160K -$10.8K -27 -6%
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40
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