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KLA
KLAC

Overview Fund Activity

1,156 hedge funds and large institutions have $48.1B invested in KLA in 2023 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 420 increasing their positions, 441 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,156
Holders Change
+32
Holders Change %
+2.85%
% of All Funds
18.5%
Holding in Top 10
25
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-28.57%
% of All Funds
0.4%
New
136
Increased
420
Reduced
441
Closed
83
Calls
$548M
Puts
$497M
Net Calls
+$51.6M
Net Calls Change
+$72.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$286M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$202M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$107M
4
Bank of America
Bank of America
North Carolina
+$105M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$102M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.09B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$321M
3
Primecap Management
Primecap Management
California
-$168M
4
Wolverine Trading
Wolverine Trading
Illinois
-$167M
5
Macquarie Group
Macquarie Group
Australia
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
1026
Guardian Wealth Management
Illinois
$89.5K -$400 -1 -0.4%
C
1027
Covestor
United Kingdom
$89K -$24.6K -62 -22%
EDRH
1028
Edmond de Rothschild Holding
Switzerland
$86.2K -$137K -343 -61%
CWC
1029
Carolinas Wealth Consulting
North Carolina
$86.2K +$81.8K +205 +1,864%
T
1030
TOBAM
France
$86K +$34K +85 +65%
AWM
1031
AllSquare Wealth Management
New York
$79.8K – – –
WPA
1032
West Paces Advisors
Georgia
$77K +$1.2K +3 +2%
HC
1033
Hoese & Co
Minnesota
$75.9K – – –
EI
1034
Ellevest Inc
New York
$74.2K -$592K -1,484 -89%
LFG
1035
Larson Financial Group
Missouri
$72K +$5.2K +13 +8%
HFM
1036
Hartford Financial Management
Connecticut
$71.9K +$5.19K +13 +8%
MA
1037
MCF Advisors
Kentucky
$71.5K +$37.1K +93 +108%
IBOK
1038
Independence Bank of Kentucky
Kentucky
$67.9K – – –
GWSG
1039
GPS Wealth Strategies Group
Colorado
$65.4K +$65.4K +164 New
FCA
1040
FinTrust Capital Advisors
South Carolina
$64.5K – – –
HDIM
1041
Hanson & Doremus Investment Management
Vermont
$63K – – –
TAIM
1042
TD Ameritrade Investment Management
Nebraska
$62K -$15.6K -39 -20%
BAM
1043
Byrne Asset Management
New Jersey
$62K -$3.2K -8 -5%
GFWA
1044
Grey Fox Wealth Advisors
Delaware
$61.1K – – –
GM
1045
GeoWealth Management
Illinois
$57K +$57K +144 New
WBC
1046
West Branch Capital
Massachusetts
$55.9K – – –
CFGS
1047
Concourse Financial Group Securities
Alabama
$55.5K -$7.98K -20 -13%
CTA
1048
Colonial Trust Advisors
South Carolina
$54.7K +$35.5K +89 +185%
SI
1049
Stephens Inc
Arkansas
$53.1K +$2.4K +6 +5%
AF
1050
Advisornet Financial
Minnesota
$51.5K -$3.19K -8 -6%
40 41
42
43 44