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KLA
KLAC

Overview Fund Activity

1,063 hedge funds and large institutions have $41B invested in KLA in 2022 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 433 increasing their positions, 382 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,063
Holders Change
-20
Holders Change %
-1.85%
% of All Funds
17.97%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.47%
New
101
Increased
433
Reduced
382
Closed
106
Calls
$465M
Puts
$473M
Net Calls
-$8.02M
Net Calls Change
+$40.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$504M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$456M
3
Goldman Sachs
Goldman Sachs
New York
+$173M
4
Morgan Stanley
Morgan Stanley
New York
+$136M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$80M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$204M
2
CVA
Ceredex Value Advisors
Florida
-$164M
3
BlackRock
BlackRock
New York
-$151M
4
Capital International Investors
Capital International Investors
California
-$149M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIG
1026
Zullo Investment Group
Pennsylvania
$4K – – –
CWC
1027
Carolinas Wealth Consulting
North Carolina
$4K – – –
TCWA
1028
Ten Capital Wealth Advisors
Washington
$4K – – –
MCM
1029
Manchester Capital Management
Vermont
$4K +$2.29K +8 +133%
IRC
1030
Investors Research Corp
Georgia
$4K +$3.39K +11 +550%
TCWM
1031
Total Clarity Wealth Management
Illinois
$4K +$4K +11 New
SBL
1032
Sargent Bickham Lagudis
Colorado
$4K +$4K +12 New
EBA
1033
Eagle Bay Advisors
New York
$3.83K +$3.83K +12 New
WWP
1034
WR Wealth Planners
Missouri
$3.19K – – –
DI
1035
Disciplined Investments
Oklahoma
$3K -$600 -2 -17%
CWM
1036
Cranbrook Wealth Management
Michigan
$3K – – –
BCH
1037
Berkshire Capital Holdings
California
$3K – – –
MFT
1038
Moisand Fitzgerald Tamayo
Florida
$3K +$1.13K +3 +60%
FBC
1039
Fairfield, Bush & Co
Connecticut
$3K +$3K +9 New
SC
1040
Stephens Consulting
Michigan
$2.87K – – –
SIS
1041
Sound Income Strategies
Florida
$2K – – –
HR
1042
Howe & Rusling
New York
$2K – – –
TFA
1043
Toth Financial Advisory
Virginia
$2K – – –
FBT
1044
First Bank & Trust
South Dakota
$2K – – –
GEA
1045
Glen Eagle Advisors
New Jersey
$1.28K – – –
HGWM
1046
Harvest Group Wealth Management
Massachusetts
$1K -$1K -2 -50%
AWM
1047
Avior Wealth Management
Nebraska
$1K – – –
UFF
1048
USA Financial Formulas
Michigan
$1K – – –
CTB
1049
Country Trust Bank
Illinois
$1K – – –
JWM
1050
Janiczek Wealth Management
Colorado
$1K – – –
40 41
42
43 44