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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
1126
Stephens Consulting
Michigan
$3.59K – – –
ADL
1127
Asset Dedication LLC
California
$3K -$2.63K -7 -47%
FMP
1128
Financial Management Professionals
Texas
$3K – – –
SIA
1129
SkyView Investment Advisors
New Jersey
$3K +$3K +7 New
NSIM
1130
North Star Investment Management
Illinois
$2.4K – – –
TIM
1131
Tortoise Investment Management
New York
$2.4K – – –
AWM
1132
Avior Wealth Management
Nebraska
$2.4K – – –
FCA
1133
Fortis Capital Advisors
Kansas
$2.4K – – –
APW
1134
Acima Private Wealth
Virginia
$2.4K +$2.4K +6 New
CAL
1135
Capital Advisors Ltd
Ohio
$2K -$103K -308 -98%
MFT
1136
Moisand Fitzgerald Tamayo
Florida
$2K – – –
MHR
1137
Matthew Hamilton Rosenberg
$2K – – –
MWM
1138
Mascoma Wealth Management
New Hampshire
$1.93K – – –
JFA
1139
JNBA Financial Advisors
Minnesota
$1.6K +$1.6K +4 New
OIS
1140
Okabena Investment Services
Minnesota
$1.6K +$1.6K +4 New
AP
1141
Arlington Partners
Alabama
$1.2K -$21.2K -53 -95%
HGWM
1142
Harvest Group Wealth Management
Massachusetts
$1.2K -$399 -1 -25%
MCM
1143
Manchester Capital Management
Vermont
$1.2K – – –
HWP
1144
Highline Wealth Partners
California
$1.2K – – –
TWD
1145
True Wealth Design
Ohio
$1.2K – – –
Kayne Anderson Rudnick Investment Management
1146
Kayne Anderson Rudnick Investment Management
California
$1.2K +$1.2K +3 New
GFPC
1147
Global Financial Private Client
Florida
$1.2K – – –
FGAM
1148
Financial Gravity Asset Management
Texas
$1.11K +$61 +22 +6%
TFA
1149
Transamerica Financial Advisors
Florida
$1K – – –
AW
1150
Avion Wealth
Texas
$1K +$1K +3 New
44 45
46
47 48