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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 %
HNWA
1001
Henrickson Nauta Wealth Advisors
Michigan
$582K – – –
RIA
1002
Regal Investment Advisors
Michigan
$578K -$66K -80 -10%
EFI
1003
EHP Funds Inc
Canada
$577K -$165K -200 -22%
Wolverine Trading
1004
Wolverine Trading
Illinois
$571K +$571K +693 New
VV
1005
Verity & Verity
South Carolina
$571K +$295K +358 +107%
SAM
1006
SP Asset Management
California
$566K +$28.8K +35 +5%
Jones Financial Companies
1007
Jones Financial Companies
Missouri
$565K +$487K +591 +629%
LFG
1008
Larson Financial Group
Missouri
$564K +$49.5K +60 +10%
STA
1009
Summit Trail Advisors
New York
$561K +$55.2K +67 +11%
SQA
1010
Simon Quick Advisors
New Jersey
$561K +$75.9K +92 +16%
DCM
1011
DGS Capital Management
New Jersey
$559K +$37.9K +46 +7%
TSMHT
1012
Thurston Springer Miller Herd & Titak
Indiana
$559K +$559K +678 New
SAG
1013
SageView Advisory Group
California
$558K +$558K +677 New
NPT
1014
Nixon Peabody Trust
Massachusetts
$557K +$557K +676 New
CIA
1015
Capital Investment Advisors
Georgia
$556K -$14K -17 -2%
MLA
1016
My Legacy Advisors
Oregon
$552K +$101K +122 +22%
Fayez Sarofim & Co
1017
Fayez Sarofim & Co
Texas
$550K – – –
SIM
1018
Sentry Investment Management
Wisconsin
$547K +$547K +663 New
RFP
1019
Root Financial Partners
California
$543K +$1.65K +2 +0.3%
NFP
1020
Narus Financial Partners
Utah
$543K – – –
ACA
1021
Affinity Capital Advisors
California
$540K – – –
JAG
1022
Journey Advisory Group
Kentucky
$536K +$57.7K +70 +12%
TWA
1023
Tandem Wealth Advisors
Arizona
$535K – – –
ERWM
1024
Elk River Wealth Management
Colorado
$535K – – –
PVI
1025
Pine Valley Investments
New Jersey
$535K +$825 +1 +0.2%
39 40
41
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