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KLA
KLAC

Overview Fund Activity

1,530 hedge funds and large institutions have $87B invested in KLA in 2024 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 588 increasing their positions, 572 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,530
Holders Change
+9
Holders Change %
+0.59%
% of All Funds
22.13%
Holding in Top 10
44
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-29.03%
% of All Funds
0.64%
New
143
Increased
588
Reduced
572
Closed
114
Calls
$714M
Puts
$978M
Net Calls
-$264M
Net Calls Change
-$193M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$203M
2
VanEck Associates
VanEck Associates
New York
+$190M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$182M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$175M
5
Amundi
Amundi
France
+$121M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$715M
2
Goldman Sachs
Goldman Sachs
New York
-$390M
3
Capital International Investors
Capital International Investors
California
-$388M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$271M
5
CI
Clal Insurance
Israel
-$240M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
1101
Shelton Wealth Management
Texas
$424K +$22.4K +29 +6%
LFG
1102
Larson Financial Group
Missouri
$419K -$111K -143 -21%
DOA
1103
D'Orazio & Associates
Virginia
$418K -$6.2K -8 -1%
JBA
1104
Johnson Bixby & Associates
Washington
$414K – – –
SI
1105
Seeds Investor
New York
$414K +$45.7K +59 +12%
BS
1106
Banco Santander
Spain
$413K +$413K +533 New
GSIS
1107
Global Strategic Investment Solutions
Arizona
$410K – – –
NF
1108
Nikulski Financial
Iowa
$409K +$30.2K +39 +8%
FMLI
1109
Fukoku Mutual Life Insurance
Japan
$409K – – –
AWA
1110
Arkadios Wealth Advisors
Georgia
$406K -$344K -444 -46%
TWM
1111
Trueblood Wealth Management
Ohio
$405K -$38.7K -50 -9%
JIC
1112
Joel Isaacson & Co
New York
$404K -$387K -500 -49%
LIM
1113
Leavell Investment Management
Alabama
$403K – – –
MWA
1114
Meridian Wealth Advisors
Texas
$403K – – –
BEAM
1115
Baker Ellis Asset Management
Washington
$403K – – –
B
1116
BetterWealth
California
$403K +$774 +1 +0.2%
WFI
1117
West Family Investments
California
$402K +$402K +519 New
BO
1118
Bank OZK
Arkansas
$401K +$37.9K +49 +10%
BFM
1119
Boothbay Fund Management
New York
$401K +$401K +518 New
HCM
1120
Howland Capital Management
Massachusetts
$400K -$13.2K -17 -3%
BCM
1121
Brookstone Capital Management
Illinois
$400K -$2.32K -3 -0.6%
PP
1122
PDS Planning
Ohio
$400K -$774 -1 -0.2%
PWM
1123
Palumbo Wealth Management
New York
$397K +$397K +513 New
AAP
1124
Arax Advisory Partners
Colorado
$397K -$46.5K -60 -10%
JWBC
1125
John W. Bristol & Co
New York
$396K – – –
43 44
45
46 47