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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 %
SN
1051
Sittner & Nelson
Oregon
$50.7K – – –
HWA
1052
Heritage Wealth Advisors
Virginia
$49.9K – – –
FFA
1053
Farther Finance Advisors
California
$49.1K +$16K +40 +48%
PSB
1054
Piscataqua Savings Bank
New Hampshire
$49.1K – – –
WIM
1055
Westside Investment Management
California
$45.1K – – –
IA
1056
IFP Advisors
Florida
$44.8K -$137K -2,922 -75%
MPWT
1057
MassMutual Private Wealth & Trust
Connecticut
$44.3K -$6.39K -16 -13%
OCM
1058
Orion Capital Management
California
$44.3K +$44.3K +111 New
FMII
1059
Farmers & Merchants Investments Inc
Nebraska
$42.3K – – –
TWA
1060
TCI Wealth Advisors
Arizona
$41.5K -$399 -1 -1%
PB
1061
Pinnacle Bancorp
Nebraska
$39.9K – – –
PP
1062
Pacifica Partners
Canada
$39.2K – – –
PG
1063
Proffitt & Goodson
Tennessee
$38.3K – – –
First Manhattan
1064
First Manhattan
New York
$37.9K – – –
WWP
1065
WR Wealth Planners
Missouri
$34.3K +$30.3K +76 +760%
CAC
1066
Core Alternative Capital
Georgia
$33.6K +$1.6K +4 +5%
QL
1067
Quarry LP
New York
$32.3K +$17.6K +44 +119%
TFP
1068
Tilia Fiduciary Partners
North Carolina
$31.9K – – –
BFEC
1069
Benjamin F. Edwards & Company
Missouri
$30K -$3.2K -8 -10%
SCA
1070
Stonebridge Capital Advisors
Minnesota
$29.9K +$5.99K +15 +25%
CA
1071
Centerpoint Advisors
Massachusetts
$27K +$1.19K +3 +5%
EARNEST Partners
1072
EARNEST Partners
Georgia
$26.7K – – –
JGIA
1073
Jackson Grant Investment Advisers
Connecticut
$26.3K – – –
RFA
1074
Resurgent Financial Advisors
Georgia
$25.9K -$798 -2 -3%
BWM
1075
Baystate Wealth Management
Massachusetts
$25.3K +$3.22K +8 +15%
41 42
43
44 45