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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 %
MFT
1201
Moisand Fitzgerald Tamayo
Florida
$2.43K – – –
MHR
1202
Matthew Hamilton Rosenberg
$2.43K – – –
CAL
1203
Capital Advisors Ltd
Ohio
$2K -$1K -2 -33%
AA
1204
Ancora Advisors
Ohio
$1.55K +$1.55K +3 New
TWD
1205
True Wealth Design
Ohio
$1.46K – – –
HWP
1206
Highline Wealth Partners
California
$1.46K – – –
AP
1207
Arlington Partners
Alabama
$1.46K – – –
GFPC
1208
Global Financial Private Client
Florida
$1.45K – – –
TFA
1209
Transamerica Financial Advisors
Florida
$1K – – –
TFGT
1210
TS Financial Group (TSFG)
Illinois
$1K +$1K +2 New
FSWA
1211
Financial Synergies Wealth Advisors
Texas
$971 – – –
TFM
1212
TFC Financial Management
Massachusetts
$971 – – –
CTWM
1213
Cherry Tree Wealth Management
Minnesota
$971 +$971 +2 New
UFF
1214
USA Financial Formulas
Michigan
$970 – – –
FA
1215
Fiduciary Alliance
South Carolina
$970 +$970 +2 New
CAS
1216
Coppell Advisory Solutions
Texas
$954 +$954 +2 New
SWA
1217
SOA Wealth Advisors
New York
$496 – – –
CA
1218
Crewe Advisors
Utah
$486 +$486 +1 New
IFAM
1219
Institutional & Family Asset Management
Colorado
$485 +$485 +1 New
F
1220
FIFTHDELTA
United Kingdom
– -$87.5M -219,137 Closed
Renaissance Technologies
1221
Renaissance Technologies
New York
– -$27.1M -67,809 Closed
JPMPWA
1222
J.P. Morgan Private Wealth Advisors
California
– -$18.6M -46,475 Closed
ECM
1223
ExodusPoint Capital Management
New York
– -$14.5M -36,443 Closed
ACM
1224
Aquatic Capital Management
Illinois
– -$8.14M -20,400 Closed
FC
1225
FORA Capital
Florida
– -$7.93M -19,859 Closed
47 48
49
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