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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 %
GRP
1051
Global Retirement Partners
California
$196K -$2.43K -5 -1%
WOC
1052
West Oak Capital
California
$194K – – –
AA
1053
Alta Advisers
United Kingdom
$194K – – –
NIMI
1054
Natixis Investment Managers International
France
$189K -$43.7K -90 -19%
AAP
1055
Arax Advisory Partners
Colorado
$186K -$8.73K -18 -4%
PWMG
1056
Prestige Wealth Management Group
New Jersey
$181K -$12.6K -26 -7%
SS
1057
Sunbelt Securities
Texas
$180K +$20.4K +42 +13%
RA
1058
Rational Advisors
New York
$156K +$156K +322 New
GJIA
1059
Glass Jacobson Investment Advisors
Maryland
$152K +$152K +314 New
CA
1060
Clearstead Advisors
Ohio
$151K -$1.46K -3 -1%
BWAM
1061
Boyd Watterson Asset Management
Ohio
$151K – – –
KFS
1062
Kelly Financial Services
Massachusetts
$147K – – –
MA
1063
Montag & Associates
Georgia
$145K – – –
MA
1064
MCF Advisors
Kentucky
$141K +$53.8K +111 +62%
IUHSA
1065
Itau Unibanco Holding S.A.
Brazil
$138K +$138K +284 New
BAAM
1066
Baker Avenue Asset Management
California
$132K -$20.9K -43 -14%
EDRH
1067
Edmond de Rothschild Holding
Switzerland
$131K +$26.2K +54 +25%
GA
1068
GoalVest Advisory
New York
$130K +$130K +269 New
CAL
1069
Capital Analysts LLC
Pennsylvania
$130K +$18.4K +38 +17%
PGAM
1070
Princeton Global Asset Management
New Jersey
$126K – – –
VCM
1071
Versant Capital Management
Arizona
$126K +$485 +1 +0.4%
C
1072
Covestor
United Kingdom
$126K +$17.4K +36 +16%
DAC
1073
Dividend Assets Capital
South Carolina
$121K – – –
HI
1074
Harbour Investments
Wisconsin
$119K +$485 +1 +0.4%
POIA
1075
Pin Oak Investment Advisors
Texas
$117K +$117K +241 New
41 42
43
44 45