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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 %
QT
1201
Quantamental Technologies
New York
– -$292K -775 Closed
ACA
1202
Aptus Capital Advisors
Alabama
– -$245K -650 Closed
WANY
1203
Wealthspire Advisors (New York)
New York
– -$228K -606 Closed
SPA
1204
Sherbrooke Park Advisers
New York
– -$226K -600 Closed
FAM
1205
Flaharty Asset Management
Florida
– -$221K -587 Closed
IIM
1206
InTrack Investment Management
Vermont
– -$221K -586 Closed
OPA
1207
Old Port Advisors
Maine
– -$217K -576 Closed
9WM
1208
9258 Wealth Management
Ohio
– -$210K -556 Closed
MCC
1209
Money Concepts Capital
Florida
– -$208K -551 Closed
CMF
1210
Counterpoint Mutual Funds
California
– -$151K -400 Closed
AAMA
1211
Advanced Asset Management Advisors
Ohio
– -$128K -340 Closed
SL
1212
Sonnipe Ltd
Isle Of Man
– -$98.8K -262 Closed
GFL
1213
Granite FO LLC
New Hampshire
– -$102K -259 Closed
AWM
1214
Ameliora Wealth Management
Switzerland
– -$87.8K -233 Closed
SW
1215
SteelPeak Wealth
California
– -$84.8K -225 Closed
WA
1216
Win Advisors
Florida
– -$84.1K -223 Closed
MUMSS
1217
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$64K -170 Closed
CS
1218
Comerica Securities
Michigan
– -$55.4K -147 Closed
SC
1219
Seldon Capital
California
– -$42.2K -112 Closed
WOSD
1220
WFA of San Diego
California
– -$37.7K -100 Closed
TWM
1221
Tradition Wealth Management
Minnesota
– -$19K -50 Closed
AWM
1222
Accurate Wealth Management
Florida
– -$19.1K -46 Closed
DCP
1223
Distillate Capital Partners
Illinois
– -$11.7K -31 Closed
EE
1224
EWG Elevate
California
– -$10.9K -29 Closed
Nomura Holdings
1225
Nomura Holdings
Japan
– -$10K -27 Closed
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