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KLA
KLAC

Overview Fund Activity

1,050 hedge funds and large institutions have $38.6B invested in KLA in 2022 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 360 increasing their positions, 432 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
-13
Holders Change %
-1.22%
% of All Funds
18.16%
Holding in Top 10
19
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-32.14%
% of All Funds
0.33%
New
106
Increased
360
Reduced
432
Closed
103
Calls
$518M
Puts
$427M
Net Calls
+$90.6M
Net Calls Change
+$98.6M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.47B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$858M
3
Citigroup
Citigroup
New York
$148M
4
Macquarie Group
Macquarie Group
Australia
$107M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$201M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.51B
2
Boston Partners
Boston Partners
Massachusetts
$118M
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.96B
4
Alkeon Capital Management
Alkeon Capital Management
New York
$381M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$642M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
1126
ARK Investment Management
Florida
– -$171K -469 Closed
CI
1127
CX Institutional
Indiana
– -$124K -388 Closed
CWP
1128
Concord Wealth Partners
Virginia
– -$93K -291 Closed
CA
1129
CoreCap Advisors
Michigan
– -$60K -187 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1130
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$52K -164 Closed
CWM
1131
Curi Wealth Management
North Carolina
– -$46K -144 Closed
WOSD
1132
WFA of San Diego
California
– -$33K -104 Closed
WSC
1133
Wellington Shields & Co
New York
– -$32K -100 Closed
CAAS
1134
Capital Asset Advisory Services
Michigan
– -$30K -94 Closed
PFS
1135
Prospera Financial Services
Texas
– -$24K -74 Closed
KFP
1136
KB Financial Partners
New Jersey
– -$18K -56 Closed
VVP
1137
Venture Visionary Partners
Ohio
– -$12.1K -38 Closed
TWP
1138
TFO Wealth Partners
Ohio
– -$10K -30 Closed
SFG
1139
Steward Financial Group
Texas
– -$8K -27 Closed
FRA
1140
Front Row Advisors
California
– -$7K -22 Closed
BC
1141
Bartlett & Co
Ohio
– -$7K -22 Closed
BCWM
1142
Bartlett & Co Wealth Management
Ohio
– -$7.02K -22 Closed
PFGIA
1143
Patriot Financial Group Insurance Agency
Massachusetts
– -$5K -17 Closed
TCWA
1144
Ten Capital Wealth Advisors
Washington
– -$4K -14 Closed
TCWM
1145
Total Clarity Wealth Management
Illinois
– -$4K -11 Closed
CWM
1146
Cranbrook Wealth Management
Michigan
– -$3K -10 Closed
FBC
1147
Fairfield, Bush & Co
Connecticut
– -$3K -9 Closed
FBT
1148
First Bank & Trust
South Dakota
– -$2K -6 Closed
GWMIA
1149
Global Wealth Management Investment Advisory
Florida
– -$1K -2 Closed
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