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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 %
SMA
976
Sage Mountain Advisors
Georgia
$302K -$5.5K -12 -2%
NFP
977
Narus Financial Partners
Utah
$302K – – –
SAM
978
SP Asset Management
California
$299K – – –
GWS
979
Glassman Wealth Services
Virginia
$299K -$94K -205 -24%
ERWM
980
Elk River Wealth Management
Colorado
$298K – – –
LFA
981
Legacy Financial Advisors
Kentucky
$298K +$3.21K +7 +1%
CAG
982
Csenge Advisory Group
Florida
$297K +$81.6K +178 +38%
CBFP
983
Cedar Brook Financial Partners
Ohio
$294K -$38.5K -84 -12%
FAIM
984
Financial Advocates Investment Management
Washington
$293K +$1.38K +3 +0.5%
CFP
985
Catalyst Financial Partners
Massachusetts
$293K +$43.6K +95 +17%
SWM
986
Shelton Wealth Management
Texas
$292K -$20.2K -44 -6%
DI
987
DFPG Investments
Utah
$290K +$6.58K +13 +2%
EWA
988
EverSource Wealth Advisors
Alabama
$287K +$34K +74 +13%
MWA
989
Meridian Wealth Advisors
Texas
$287K – – –
NF
990
Nikulski Financial
Iowa
$285K +$20.6K +45 +8%
FFP
991
FourThought Financial Partners
Florida
$285K – – –
TC
992
TownSquare Capital
Utah
$284K +$284K +618 New
STA
993
Summit Trail Advisors
New York
$282K +$1.38K +3 +0.5%
VWM
994
Valley Wealth Managers
New Jersey
$281K +$6.88K +15 +3%
CA
995
Crumly & Associates
Illinois
$281K +$281K +613 New
PVH
996
Psagot Value Holdings
Israel
$279K +$3.21K +7 +1%
DMBA
997
Deseret Mutual Benefit Administrators
Utah
$278K -$19.3K -42 -6%
GCMG
998
Gyroscope Capital Management Group
Florida
$278K +$278K +606 New
WAS
999
Winch Advisory Services
Wisconsin
$276K – – –
WA
1000
WBH Advisory
Maryland
$276K -$45.9K -100 -14%
38 39
40
41 42