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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 %
WOC
1001
West Oak Capital
California
$160K – – –
AA
1002
Alta Advisers
United Kingdom
$160K – – –
PWMG
1003
Prestige Wealth Management Group
New Jersey
$159K +$30.7K +77 +24%
GRP
1004
Global Retirement Partners
California
$155K +$79K +209 +105%
Capstone Investment Advisors
1005
Capstone Investment Advisors
New York
$132K -$1.18M -2,966 -90%
AIM
1006
Anchor Investment Management
South Carolina
$130K +$7.58K +19 +6%
ONST
1007
Old North State Trust
North Carolina
$130K – – –
SS
1008
Sunbelt Securities
Texas
$130K +$130K +328 New
CA
1009
Clearstead Advisors
Ohio
$126K -$87K -218 -41%
BAAM
1010
Baker Avenue Asset Management
California
$126K +$1.6K +4 +1%
BWAM
1011
Boyd Watterson Asset Management
Ohio
$125K – – –
KFS
1012
Kelly Financial Services
Massachusetts
$121K – – –
MA
1013
Montag & Associates
Georgia
$119K – – –
DFCM
1014
Dark Forest Capital Management
Puerto Rico
$117K +$117K +293 New
MAM
1015
Meeder Asset Management
Ohio
$104K +$104K +261 New
PGAM
1016
Princeton Global Asset Management
New Jersey
$104K – – –
VCM
1017
Versant Capital Management
Arizona
$103K – – –
CWP
1018
Concord Wealth Partners
Virginia
$99K +$22K +55 +28%
HI
1019
Harbour Investments
Wisconsin
$97.4K -$9.98K -25 -9%
FHA
1020
First Horizon Advisors
Tennessee
$95.5K -$3.99K -10 -4%
PMFA
1021
Plante Moran Financial Advisors
Michigan
$94.2K +$16K +40 +20%
DAC
1022
Dividend Assets Capital
South Carolina
$94K – – –
PPWM
1023
PFG Private Wealth Management
Florida
$93.8K -$798 -2 -0.8%
CAL
1024
Capital Analysts LLC
Pennsylvania
$92K +$71.6K +179 +351%
HGERS
1025
Householder Group Estate & Retirement Specialist
Arizona
$90K +$90K +226 New
39 40
41
42 43