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KLA
KLAC

Overview Fund Activity

1,218 hedge funds and large institutions have $57.7B invested in KLA in 2023 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 416 increasing their positions, 474 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+62
Holders Change %
+5.36%
% of All Funds
19.21%
Holding in Top 10
38
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+52%
% of All Funds
0.6%
New
142
Increased
416
Reduced
474
Closed
73
Calls
$581M
Puts
$663M
Net Calls
-$82M
Net Calls Change
-$134M

Top Buyers

1
JIM
Jensen Investment Management
Oregon
+$206M
2
Fidelity International
Fidelity International
Bermuda
+$132M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
+$113M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$93.5M
5
ECU
Egerton Capital (UK)
United Kingdom
+$92.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.74B
2
Capital International Investors
Capital International Investors
California
-$263M
3
Goldman Sachs
Goldman Sachs
New York
-$253M
4
Bank of America
Bank of America
North Carolina
-$205M
5
Amundi
Amundi
France
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
1001
Rehmann Capital Advisory Group
Michigan
$252K -$11.2K -23 -4%
AIM
1002
AHL Investment Management
Florida
$248K -$21.8K -45 -8%
JWBC
1003
John W. Bristol & Co
New York
$248K – – –
BFM
1004
Boothbay Fund Management
New York
$245K -$162K -334 -40%
QPWM
1005
Quadrant Private Wealth Management
Pennsylvania
$244K – – –
PPC
1006
Park Place Capital
Alabama
$243K -$12.1K -25 -5%
CPA
1007
Court Place Advisors
Maryland
$243K +$243K +500 New
LCM
1008
Lewis Capital Management
California
$243K +$243K +500 New
WSCM
1009
Wellington Shields Capital Management
New York
$243K +$243K +500 New
VA
1010
Valmark Advisers
Ohio
$242K -$7.28K -15 -3%
LWM
1011
LJI Wealth Management
Indiana
$242K +$242K +65,358 New
CWP
1012
Concord Wealth Partners
Virginia
$240K +$119K +246 +99%
TA
1013
TruWealth Advisors
Louisiana
$240K +$240K +494 New
WF
1014
Welch & Forbes
Massachusetts
$237K +$237K +488 New
CBA
1015
Coastal Bridge Advisors
Connecticut
$236K +$236K +486 New
ESCM
1016
Echo Street Capital Management
New York
$233K -$766K -1,580 -77%
JAG
1017
Journey Advisory Group
Kentucky
$233K +$233K +481 New
BHWM
1018
Bar Harbor Wealth Management
New Hampshire
$233K +$233K +480 New
BAM
1019
Bellevue Asset Management
Washington
$233K – – –
WFAG
1020
Wescott Financial Advisory Group
Pennsylvania
$232K +$232K +478 New
HKIMG
1021
Hutchens & Kramer Investment Management Group
Indiana
$231K +$231K +477 New
GWM
1022
Greenwich Wealth Management
Connecticut
$230K +$230K +475 New
BAM
1023
Blueshift Asset Management
New Jersey
$230K -$672K -1,385 -75%
MMA
1024
Miracle Mile Advisors
California
$229K -$25.7K -53 -10%
EWP
1025
Elevation Wealth Partners
California
$227K – – –
39 40
41
42 43