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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
$1.18B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.31B
3
Geode Capital Management
Geode Capital Management
Massachusetts
$1.13B
4
Bank of America
Bank of America
North Carolina
$736M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$109M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$971M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$566M
3
Primecap Management
Primecap Management
California
$2.53B
4
Wolverine Trading
Wolverine Trading
Illinois
$1.23M
5
Macquarie Group
Macquarie Group
Australia
$44.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
1101
Schubert & Co
Texas
$9.98K +$2.79K +7 +39%
SWA
1102
Sutton Wealth Advisors
Florida
$9.98K – – –
HIA
1103
Harbor Investment Advisory
Maryland
$9.98K – – –
Commonwealth Equity Services
1104
Commonwealth Equity Services
Massachusetts
$9.92K -$327 -819 -3%
FWM
1105
Focused Wealth Management
New York
$8.78K – – –
CWM
1106
Cedar Wealth Management
California
$8.78K – – –
CB
1107
Community Bank
New York
$8.78K – – –
IRC
1108
Investors Research Corp
Georgia
$8.38K -$798 -2 -9%
AWM
1109
Abound Wealth Management
Tennessee
$7.99K +$4K +10 +100%
CT
1110
Clearstead Trust
Maine
$7.98K -$115K -288 -94%
HPC
1111
HM Payson & Co
Maine
$7.59K -$798 -2 -10%
SIS
1112
Sound Income Strategies
Florida
$7.19K +$399 +1 +6%
ME
1113
McIlrath & Eck
Washington
$6.39K – – –
GEA
1114
Glen Eagle Advisors
New Jersey
$6K – – –
TFA
1115
Toth Financial Advisory
Virginia
$5.99K +$3.59K +9 +150%
SSC
1116
Syverson Strege & Co
Iowa
$5.99K +$5.99K +15 New
FP
1117
Financial Perspectives
Minnesota
$5.46K – – –
DI
1118
Disciplined Investments
Oklahoma
$5.19K – – –
SIC
1119
SJS Investment Consulting
Ohio
$4.79K -$799 -2 -14%
HCP
1120
Hexagon Capital Partners
Arkansas
$4.79K – – –
EBA
1121
Eagle Bay Advisors
New York
$4.79K – – –
RCM
1122
Raleigh Capital Management
North Carolina
$4.79K +$4.79K +12 New
TF
1123
Tompkins Financial
New York
$3.99K – – –
BCH
1124
Berkshire Capital Holdings
California
$3.99K – – –
OLVIG
1125
Oliver Lagore Vanvalin Investment Group
Michigan
$3.59K – – –
43 44
45
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