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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 %
HFAS
1251
Hummer Financial Advisory Services
Illinois
$247K – – –
SW
1252
Solidarity Wealth
Utah
$247K – – –
VIA
1253
Virtus Investment Advisers
Connecticut
$247K +$247K +300 New
CFM
1254
Catalyst Funds Management
Australia
$247K +$247K +300 New
FPAS
1255
Focus Partners Advisor Solutions
Missouri
$247K +$247K +299 New
GIA
1256
Guyasuta Investment Advisors
Pennsylvania
$247K – – –
CIG
1257
Cairn Investment Group
Washington
$247K -$19.8K -24 -7%
LD
1258
Lipe & Dalton
New York
$247K – – –
MA
1259
Montag & Associates
Georgia
$247K – – –
MA
1260
MCF Advisors
Kentucky
$246K +$11.5K +14 +5%
Koshinski Asset Management
1261
Koshinski Asset Management
Illinois
$245K +$245K +280 New
DWS
1262
Dynamic Wealth Strategies
California
$243K – – –
JWCA
1263
J.W. Cole Advisors
Florida
$243K -$14K -17 -5%
AC
1264
Abbrea Capital
California
$241K -$12.4K -15 -5%
SCP
1265
Sivia Capital Partners
California
$241K -$2.47K -3 -1%
GSEP
1266
Golden State Equity Partners
California
$241K +$241K +292 New
RFG
1267
Range Financial Group
Oregon
$241K +$241K +292 New
CAM
1268
Cidel Asset Management
Ontario, Canada
$240K – – –
TWP
1269
Tower Wealth Partners
Pennsylvania
$240K +$240K +291 New
BWP
1270
BSW Wealth Partners
Colorado
$239K -$2.47K -3 -1%
FWA
1271
FSM Wealth Advisors
Ohio
$239K -$1.65K -2 -0.7%
AG
1272
Algert Global
California
$239K +$239K +290 New
PFGIA
1273
Patriot Financial Group Insurance Agency
Massachusetts
$238K -$8.25K -10 -3%
RWB
1274
RMR Wealth Builders
New Jersey
$237K -$54.4K -66 -19%
CCMG
1275
Clark Capital Management Group
Pennsylvania
$237K +$237K +288 New
49 50
51
52 53