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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 %
CWA
1001
CJM Wealth Advisers
Virginia
$275K – – –
CPC
1002
Consolidated Planning Corp
Georgia
$275K +$19.3K +42 +8%
NL
1003
NWAM LLC
Washington
$274K +$274K +598 New
PP
1004
Paloma Partners
Connecticut
$273K +$273K +596 New
MBT
1005
Montecito Bank & Trust
California
$272K +$5.96K +13 +2%
PTC
1006
Private Trust Company
Ohio
$272K +$16.5K +36 +6%
APP
1007
Avantax Planning Partners
Iowa
$269K -$83.9K -183 -24%
CL
1008
Choreo LLC
Illinois
$268K +$2.75K +6 +1%
CFG
1009
Citizens Financial Group
Rhode Island
$264K +$264K +576 New
BWG
1010
Beta Wealth Group
California
$264K – – –
FFA
1011
First Foundation Advisors
California
$259K -$28K -61 -10%
GBT
1012
Grove Bank & Trust
Florida
$258K – – –
PTC
1013
Philadelphia Trust Company
Pennsylvania
$257K – – –
CC
1014
Courier Capital
New York
$257K – – –
TCWM
1015
Total Clarity Wealth Management
Illinois
$256K +$256K +558 New
EH
1016
Equitable Holdings
New York
$255K +$1.84K +4 +0.7%
TCM
1017
Telos Capital Management
California
$253K +$1.84K +4 +0.7%
MCM
1018
MV Capital Management
Maryland
$253K +$6.88K +15 +3%
CIA
1019
Choate Investment Advisors
Massachusetts
$253K +$253K +551 New
BEAM
1020
Baker Ellis Asset Management
Washington
$252K – – –
PA
1021
Probity Advisors
Texas
$251K -$48.2K -105 -16%
NC
1022
NinePointTwo Capital
California
$251K +$251K +548 New
MIM
1023
Morningstar Investment Management
Illinois
$250K – – –
ABC
1024
Associated Banc-Corp
Wisconsin
$249K – – –
EIG
1025
Ellenbecker Investment Group
Wisconsin
$249K +$249K +543 New
39 40
41
42 43