KLAC icon

KLA
KLAC

Overview Fund Activity

1,111 hedge funds and large institutions have $55.9B invested in KLA in 2021 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 401 increasing their positions, 344 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,111
Holders Change
+143
Holders Change %
+14.77%
% of All Funds
17.16%
Holding in Top 10
41
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+192.86%
% of All Funds
0.63%
New
215
Increased
401
Reduced
344
Closed
57
Calls
$544M
Puts
$611M
Net Calls
-$66.5M
Net Calls Change
+$90.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.28B
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$252M
3
MIHAS
Maj Invest Holding A/S
Denmark
$242M
4
HF
HRT Financial
New York
$149M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$145M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$5.81B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.53B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$126M
4
UBS Group
UBS Group
Switzerland
$120M
5
Bessemer Group
Bessemer Group
New Jersey
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
EBA
1076
Eagle Bay Advisors
New York
$5K -$10.5K -21 -68%
CWC
1077
Carolinas Wealth Consulting
North Carolina
$5K – – –
TCWM
1078
Total Clarity Wealth Management
Illinois
$5K – – –
CF
1079
Concorde Financial
Texas
$5K +$5K +11 New
ZIG
1080
Zullo Investment Group
Pennsylvania
$5K +$5K +12 New
CWM
1081
Cranbrook Wealth Management
Michigan
$4K – – –
SC
1082
Schubert & Co
Texas
$4K +$4K +10 New
CAC
1083
Core Alternative Capital
Georgia
$4K +$4K +10 New
HVM
1084
Harvest Volatility Management
Connecticut
$3.98K +$954 +2,217 +32%
TFA
1085
Toth Financial Advisory
Virginia
$3K – – –
MCM
1086
Manchester Capital Management
Vermont
$3K – – –
SWA
1087
SOA Wealth Advisors
New York
$3K – – –
FBT
1088
First Bank & Trust
South Dakota
$3K +$3K +6 New
CTB
1089
Country Trust Bank
Illinois
$2K – – –
HR
1090
Howe & Rusling
New York
$2K – – –
SIS
1091
Sound Income Strategies
Florida
$2K – – –
AWM
1092
Avior Wealth Management
Nebraska
$2K – – –
MFT
1093
Moisand Fitzgerald Tamayo
Florida
$2K – – –
LWA
1094
Lenox Wealth Advisors
New York
$2K +$1.5K +3 +300%
MBFW
1095
Morton Brown Family Wealth
Pennsylvania
$2K +$2K +5 New
AAP
1096
Arax Advisory Partners
Colorado
$2K +$2K +5 New
TSWM
1097
Tyler-Stone Wealth Management
Ohio
$2K +$2K +5 New
GEA
1098
Glen Eagle Advisors
New Jersey
$1.72K +$1.72K +4 New
GFPC
1099
Global Financial Private Client
Florida
$1.29K – – –
UFF
1100
USA Financial Formulas
Michigan
$1K – – –
42 43
44
45 46