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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 %
FSWA
1151
Financial Synergies Wealth Advisors
Texas
$799 – – –
TFM
1152
TFC Financial Management
Massachusetts
$799 +$799 +2 New
UFF
1153
USA Financial Formulas
Michigan
$798 +$798 +2 New
PI
1154
PEAK6 Investments
Illinois
$703 +$703 +2 New
SWA
1155
SOA Wealth Advisors
New York
$407 – – –
SSB
1156
Sandy Spring Bank
Maryland
$400 +$400 +1 New
WA
1157
WestEnd Advisors
North Carolina
$399 -$377 -1 Closed
Hudson Bay Capital Management
1158
Hudson Bay Capital Management
Connecticut
– -$41.1M -109,000 Closed
Holocene Advisors
1159
Holocene Advisors
New York
– -$36.5M -96,892 Closed
CIM
1160
Chiron Investment Management
New York
– -$13.5M -35,748 Closed
SI
1161
Sora Investors
Pennsylvania
– -$11.3M -30,000 Closed
LCM
1162
Laurion Capital Management
New York
– -$8.12M -21,549 Closed
MGWM
1163
Marks Group Wealth Management
Minnesota
– -$6.79M -18,004 Closed
JWM
1164
Jackson Wealth Management
Florida
– -$6.71M -17,787 Closed
Simplex Trading
1165
Simplex Trading
Illinois
– -$6.2M -16,440 Closed
ROC
1166
Running Oak Capital
Minnesota
– -$6.17M -16,355 Closed
CCP
1167
Clough Capital Partners
Massachusetts
– -$5.88M -15,600 Closed
TL
1168
Tradewinds LLC
North Carolina
– -$2.59M -14,638 Closed
MCM
1169
Maytus Capital Management
New York
– -$4.34M -11,500 Closed
Wealth Enhancement Advisory Services
1170
Wealth Enhancement Advisory Services
Minnesota
– -$4.17M -10,750 Closed
TF
1171
Threadgill Financial
Texas
– -$3.66M -9,697 Closed
LP
1172
LMR Partners
United Kingdom
– -$3.61M -9,575 Closed
LIP
1173
Liontrust Investment Partners
United Kingdom
– -$3.02M -8,000 Closed
AAM
1174
Arabesque Asset Management
United Kingdom
– -$3M -7,957 Closed
2
1175
2Xideas
Switzerland
– -$2.5M -6,642 Closed
45 46
47
48 49