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KLA
KLAC

Overview Fund Activity

1,218 hedge funds and large institutions have $57.7B invested in KLA in 2023 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 416 increasing their positions, 474 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+62
Holders Change %
+5.36%
% of All Funds
19.21%
Holding in Top 10
38
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+52%
% of All Funds
0.6%
New
142
Increased
416
Reduced
474
Closed
73
Calls
$581M
Puts
$663M
Net Calls
-$82M
Net Calls Change
-$134M

Top Buyers

1
JIM
Jensen Investment Management
Oregon
$206M
2
Fidelity International
Fidelity International
Bermuda
$214M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
$120M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$98.2M
5
ECU
Egerton Capital (UK)
United Kingdom
$92.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$138M
2
Capital International Investors
Capital International Investors
California
$2.61B
3
Goldman Sachs
Goldman Sachs
New York
$1.08B
4
Bank of America
Bank of America
North Carolina
$689M
5
Amundi
Amundi
France
$623M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
1176
SJS Investment Consulting
Ohio
$6.79K +$970 +2 +17%
FP
1177
Financial Perspectives
Minnesota
$6.66K – – –
HF
1178
Halpern Financial
Virginia
$6.31K +$6.31K +13 New
DJSG
1179
D.J. St. Germain
Massachusetts
$6.31K +$6.31K +13 New
TWM
1180
Tradition Wealth Management
Minnesota
$6K +$6K +12 New
RCM
1181
Raleigh Capital Management
North Carolina
$5.84K – – –
DI
1182
Disciplined Investments
Oklahoma
$5.82K -$485 -1 -8%
EBA
1183
Eagle Bay Advisors
New York
$5.82K – – –
CWC
1184
Carolinas Wealth Consulting
North Carolina
$5.34K -$99.4K -205 -95%
MCM
1185
Manchester Capital Management
Vermont
$4.85K +$3.4K +7 +233%
TF
1186
Tompkins Financial
New York
$4.85K – – –
BCH
1187
Berkshire Capital Holdings
California
$4.85K – – –
SC
1188
Stephens Consulting
Michigan
$4.37K – – –
SSB
1189
Sandy Spring Bank
Maryland
$4.37K +$3.88K +8 +800%
ADL
1190
Asset Dedication LLC
California
$4K – – –
CCP
1191
Cunning Capital Partners
North Carolina
$3.86K -$3.17M -7,950 Closed
JFA
1192
JNBA Financial Advisors
Minnesota
$3.4K +$1.46K +3 +75%
FMP
1193
Financial Management Professionals
Texas
$3K – – –
AW
1194
Avion Wealth
Texas
$3K +$1.88K +5 +167%
TVWM
1195
Tower View Wealth Management
Wisconsin
$3K +$3K +7 New
TFA
1196
Toth Financial Advisory
Virginia
$2.91K -$4.37K -9 -60%
NSIM
1197
North Star Investment Management
Illinois
$2.91K – – –
TIM
1198
Tortoise Investment Management
New York
$2.91K – – –
AWM
1199
Avior Wealth Management
Nebraska
$2.91K – – –
MWM
1200
Mascoma Wealth Management
New Hampshire
$2.49K – – –
46 47
48
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