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KLA
KLAC

Overview Fund Activity

1,521 hedge funds and large institutions have $96.7B invested in KLA in 2024 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 549 increasing their positions, 579 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,521
Holders Change
+67
Holders Change %
+4.61%
% of All Funds
22.12%
Holding in Top 10
62
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.57%
% of All Funds
0.9%
New
174
Increased
549
Reduced
579
Closed
89
Calls
$923M
Puts
$995M
Net Calls
-$71.7M
Net Calls Change
+$100M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$453M
2
Goldman Sachs
Goldman Sachs
New York
+$317M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$280M
4
Norges Bank
Norges Bank
Norway
+$266M
5
UBS AM
UBS AM
Illinois
+$195M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$495M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$424M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$422M
4
Ameriprise
Ameriprise
Minnesota
-$250M
5
Morgan Stanley
Morgan Stanley
New York
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
VHAM
1226
Van Hulzen Asset Management
California
$269K – – –
Jacobs Levy Equity Management
1227
Jacobs Levy Equity Management
New Jersey
$269K -$195K -237 -42%
SIS
1228
Sound Income Strategies
Florida
$265K +$253K +307 +2,047%
MCA
1229
MSH Capital Advisors
Arizona
$265K +$7.42K +9 +3%
DLA
1230
Douglas Lane & Associates
New York
$265K -$213K -258 -45%
AWM
1231
Aviso Wealth Management
Washington
$262K – – –
FFC
1232
First Financial Corp
Indiana
$262K – – –
TA
1233
TrueWealth Advisors
Alabama
$261K +$261K +317 New
VC
1234
Veracity Capital
Georgia
$261K -$9.88K -12 -4%
WA
1235
Waverly Advisors
Alabama
$259K – – –
PCA
1236
Pallas Capital Advisors
Massachusetts
$258K +$258K +328 New
WFA
1237
WMG Financial Advisors
Tennessee
$258K +$258K +313 New
HAM
1238
Harmony Asset Management
Arizona
$258K +$258K +313 New
AWM
1239
AE Wealth Management
Kansas
$256K +$256K +311 New
CC
1240
Callan Capital
California
$256K +$256K +310 New
BWAM
1241
Boyd Watterson Asset Management
Ohio
$255K – – –
PL
1242
Plancorp LLC
Missouri
$254K +$6.6K +8 +3%
MCM
1243
MV Capital Management
Maryland
$253K -$111K -135 -31%
WMA
1244
Wealth Management Associates
New Jersey
$252K – – –
QPWM
1245
Quadrant Private Wealth Management
Pennsylvania
$251K +$5.77K +7 +2%
KFS
1246
Kelly Financial Services
Massachusetts
$250K – – –
LA
1247
Latitude Advisors
Florida
$249K -$4.13K -5 -2%
CC
1248
Corton Capital
Ontario, Canada
$249K -$29.7K -36 -11%
PCMC
1249
Paragon Capital Management (Colorado)
Colorado
$249K – – –
AWCI
1250
Alpine Woods Capital Investors
New York
$247K – – –
48 49
50
51 52