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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 %
PPWM
1076
PFG Private Wealth Management
Florida
$114K +$485 +1 +0.4%
MPWT
1077
MassMutual Private Wealth & Trust
Connecticut
$111K +$57.2K +118 +106%
GWM
1078
Guardian Wealth Management
Illinois
$109K +$485 +1 +0.4%
FFA
1079
Farther Finance Advisors
California
$104K +$44.6K +92 +75%
T
1080
TOBAM
France
$104K – – –
HC
1081
Hoese & Co
Minnesota
$97K – – –
PMFA
1082
Plante Moran Financial Advisors
Michigan
$95.1K -$19.4K -40 -17%
WPA
1083
West Paces Advisors
Georgia
$93.6K – – –
FHA
1084
First Horizon Advisors
Tennessee
$93.2K -$22.8K -47 -20%
AWM
1085
AllSquare Wealth Management
New York
$91.7K – – –
GWSG
1086
GPS Wealth Strategies Group
Colorado
$84.8K +$5.33K +11 +7%
GM
1087
GeoWealth Management
Illinois
$82K +$11.7K +24 +17%
MRCM
1088
M&R Capital Management
New Jersey
$80K +$80K +165 New
HDIM
1089
Hanson & Doremus Investment Management
Vermont
$76K – – –
CUAMC
1090
China Universal Asset Management Company
China
$75.2K +$54.8K +113 +269%
BAM
1091
Byrne Asset Management
New Jersey
$75K – – –
TAIM
1092
TD Ameritrade Investment Management
Nebraska
$72K -$3.41K -7 -5%
CFGS
1093
Concourse Financial Group Securities
Alabama
$68.4K +$970 +2 +1%
WBC
1094
West Branch Capital
Massachusetts
$67.9K – – –
CTA
1095
Colonial Trust Advisors
South Carolina
$66.4K – – –
FCA
1096
FinTrust Capital Advisors
South Carolina
$64.5K – – –
SI
1097
Stephens Inc
Arkansas
$64K -$485 -1 -0.8%
SIM
1098
Studio Investment Management
Illinois
$64K +$64K +132 New
IBOK
1099
Independence Bank of Kentucky
Kentucky
$63.1K -$19.4K -40 -24%
SN
1100
Sittner & Nelson
Oregon
$61.6K – – –
42 43
44
45 46