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KLA
KLAC

Overview Fund Activity

1,050 hedge funds and large institutions have $38.6B invested in KLA in 2022 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 360 increasing their positions, 432 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
-13
Holders Change %
-1.22%
% of All Funds
18.16%
Holding in Top 10
19
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-32.14%
% of All Funds
0.33%
New
106
Increased
360
Reduced
432
Closed
103
Calls
$518M
Puts
$427M
Net Calls
+$90.6M
Net Calls Change
+$98.6M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$704M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$386M
3
Citigroup
Citigroup
New York
+$101M
4
Macquarie Group
Macquarie Group
Australia
+$87.3M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$68.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$366M
2
Boston Partners
Boston Partners
Massachusetts
-$203M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$158M
4
Alkeon Capital Management
Alkeon Capital Management
New York
-$148M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
1026
Stephens Consulting
Michigan
$2.72K – – –
FMP
1027
Financial Management Professionals
Texas
$2K -$8.29K -29 -81%
ACM
1028
AUA Capital Management
Pennsylvania
$2K -$1.43K -5 -42%
TFA
1029
Toth Financial Advisory
Virginia
$2K – – –
MHR
1030
Matthew Hamilton Rosenberg
$2K +$2K +5 New
SIC
1031
SJS Investment Consulting
Ohio
$2K +$2K +5 New
SSB
1032
Sandy Spring Bank
Maryland
$2K +$2K +6 New
DFCM
1033
Dark Forest Capital Management
Puerto Rico
$2K +$1.75K +7 +700%
ADL
1034
Asset Dedication LLC
California
$2K +$2K +8 New
HR
1035
Howe & Rusling
New York
$1K -$667 -2 -40%
TFA
1036
Transamerica Financial Advisors
Florida
$1K – – –
AWM
1037
Avior Wealth Management
Nebraska
$1K – – –
UFF
1038
USA Financial Formulas
Michigan
$1K – – –
CTB
1039
Country Trust Bank
Illinois
$1K – – –
HGWM
1040
Harvest Group Wealth Management
Massachusetts
$1K +$500 +2 +100%
NC
1041
NewSquare Capital
Pennsylvania
$1K +$1K +2 New
IWP
1042
IAG Wealth Partners
Wisconsin
$1K +$1K +3 New
GFPC
1043
Global Financial Private Client
Florida
$950 – – –
HWP
1044
Highline Wealth Partners
California
$908 +$908 +3 New
FGAM
1045
Financial Gravity Asset Management
Texas
$887 -$47 -208 -5%
FSWA
1046
Financial Synergies Wealth Advisors
Texas
$606 – – –
NDSI
1047
Newman Dignan & Sheerar Inc
Rhode Island
$396 -$1 -2 -0.2%
WIM
1048
Westside Investment Management
California
$34 – – –
TCI Fund Management
1049
TCI Fund Management
United Kingdom
– -$49.6M -155,441 Closed
WCM
1050
Wedge Capital Management
North Carolina
– -$40.9M -128,314 Closed
40 41
42
43 44