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KLA
KLAC

Overview Fund Activity

1,218 hedge funds and large institutions have $57.7B invested in KLA in 2023 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 416 increasing their positions, 474 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+62
Holders Change %
+5.36%
% of All Funds
19.21%
Holding in Top 10
38
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+52%
% of All Funds
0.6%
New
142
Increased
416
Reduced
474
Closed
73
Calls
$581M
Puts
$663M
Net Calls
-$82M
Net Calls Change
-$134M

Top Buyers

1
JIM
Jensen Investment Management
Oregon
+$206M
2
Fidelity International
Fidelity International
Bermuda
+$132M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
+$113M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$93.5M
5
ECU
Egerton Capital (UK)
United Kingdom
+$92.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.74B
2
Capital International Investors
Capital International Investors
California
-$263M
3
Goldman Sachs
Goldman Sachs
New York
-$253M
4
Bank of America
Bank of America
North Carolina
-$205M
5
Amundi
Amundi
France
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
1026
Csenge Advisory Group
Florida
$227K +$227K +469 New
TCA
1027
Transcend Capital Advisors
New Jersey
$225K +$225K +464 New
KFGK
1028
Keystone Financial Group (Kentucky)
Kentucky
$224K +$224K +462 New
SFG
1029
StrategIQ Financial Group
Indiana
$220K +$220K +454 New
ET
1030
Equitable Trust
Tennessee
$220K +$220K +453 New
TIA
1031
Traphagen Investment Advisors
New Jersey
$218K -$73.7K -152 -25%
CIP
1032
Convergence Investment Partners
Florida
$218K +$218K +450 New
SPIA
1033
Steward Partners Investment Advisory
New York
$217K +$13.6K +28 +7%
PP
1034
PDS Planning
Ohio
$216K +$216K +445 New
PCP
1035
Proficio Capital Partners
Massachusetts
$216K +$216K +445 New
DWM
1036
Drive Wealth Management
Utah
$213K +$213K +439 New
QFA
1037
Quantum Financial Advisors
California
$213K +$213K +439 New
UCB
1038
United Community Bank
South Carolina
$212K -$24.3K -50 -10%
B
1039
Barings
North Carolina
$212K +$212K +437 New
PCIA
1040
Prime Capital Investment Advisors
Kansas
$212K +$212K +436 New
MCM
1041
Monument Capital Management
Virginia
$211K +$211K +436 New
AIM
1042
Alhambra Investment Management
Florida
$211K +$211K +436 New
PIA
1043
Perennial Investment Advisors
California
$210K +$210K +433 New
FWM
1044
Forza Wealth Management
Florida
$209K +$209K +430 New
LIM
1045
Leavell Investment Management
Alabama
$208K +$208K +428 New
BFG
1046
Berger Financial Group
Minnesota
$207K +$207K +427 New
DOA
1047
D'Orazio & Associates
Virginia
$207K +$207K +426 New
GIA
1048
Guyasuta Investment Advisors
Pennsylvania
$206K +$206K +425 New
SCM
1049
Silvant Capital Management
Georgia
$206K – – –
DBT
1050
Dubuque Bank & Trust
Iowa
$202K +$202K +416 New
40 41
42
43 44