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KLA
KLAC

Overview Fund Activity

1,521 hedge funds and large institutions have $96.7B invested in KLA in 2024 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 549 increasing their positions, 579 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,521
Holders Change
+67
Holders Change %
+4.61%
% of All Funds
22.12%
Holding in Top 10
62
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.57%
% of All Funds
0.9%
New
174
Increased
549
Reduced
579
Closed
89
Calls
$923M
Puts
$995M
Net Calls
-$71.7M
Net Calls Change
+$100M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$453M
2
Goldman Sachs
Goldman Sachs
New York
+$317M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$280M
4
Norges Bank
Norges Bank
Norway
+$266M
5
UBS AM
UBS AM
Illinois
+$195M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$495M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$424M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$422M
4
Ameriprise
Ameriprise
Minnesota
-$250M
5
Morgan Stanley
Morgan Stanley
New York
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
976
NorthCrest Asset Manangement
Minnesota
$627K +$14.8K +18 +2%
UH
977
Unigestion Holding
Switzerland
$627K -$65.7K -113 -9%
EWM
978
Evercore Wealth Management
New York
$627K -$47K -57 -7%
IA
979
IFP Advisors
Florida
$625K -$994K -1,207 -61%
WAP
980
Wealthcare Advisory Partners
Pennsylvania
$617K +$32.2K +39 +6%
KNW
981
Kesler Norman & Wride
Utah
$616K +$616K +745 New
SMA
982
Sage Mountain Advisors
Georgia
$616K +$51.9K +63 +9%
FCA
983
FLC Capital Advisors
California
$616K – – –
FHA
984
First Horizon Advisors
Tennessee
$614K +$13.2K +16 +2%
GSC
985
G&S Capital
Colorado
$610K -$203K -237 -25%
BAM
986
Berkshire Asset Management
Pennsylvania
$604K – – –
FFM
987
Forum Financial Management
Illinois
$602K +$4.12K +5 +0.7%
PFBT
988
Parkside Financial Bank & Trust
Missouri
$601K +$1.65K +2 +0.3%
EFG
989
Ethos Financial Group
Pennsylvania
$598K -$405K -491 -40%
BMA
990
Brooks Moore & Associates
Tennessee
$598K – – –
ACI
991
Alpha Cubed Investments
California
$597K +$184K +223 +45%
AIM
992
Allen Investment Management
New York
$596K +$596K +723 New
PWPS
993
Pinnacle Wealth Planning Services
Ohio
$595K -$2.47K -3 -0.4%
CFP
994
Catalyst Financial Partners
Massachusetts
$594K +$30.5K +37 +5%
SWP
995
Strategic Wealth Partners
Ohio
$593K +$115K +140 +24%
FC
996
Forte Capital
New York
$591K +$14.8K +18 +3%
CIS
997
Custom Index Systems
New York
$590K +$92.3K +112 +19%
FFA
998
Farther Finance Advisors
California
$584K +$209K +253 +56%
VA
999
Valmark Advisers
Ohio
$584K +$52.8K +64 +10%
AC
1000
AXQ Capital
New Jersey
$583K -$984K -1,193 -63%
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40
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