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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 %
TW
1276
TritonPoint Wealth
Maryland
$237K +$237K +287 New
9WM
1277
9258 Wealth Management
Ohio
$236K -$50.3K -61 -18%
EWP
1278
Elevation Wealth Partners
California
$235K +$823 +1 +0.4%
ANTB
1279
AMG National Trust Bank
Colorado
$234K +$234K +283 New
FTIS
1280
First Trust Investment Solutions
Florida
$233K -$116K -141 -33%
DWM
1281
Destination Wealth Management
California
$233K +$233K +283 New
NFSG
1282
Newbridge Financial Services Group
Florida
$233K -$9.06K -11 -4%
EL
1283
EWA LLC
Pennsylvania
$232K +$5.65K +7 +2%
GQG Partners
1284
GQG Partners
Florida
$230K +$230K +279 New
CA
1285
CSM Advisors
Pennsylvania
$230K -$8.21K -10 -3%
SSA
1286
Sierra Summit Advisors
Nevada
$227K -$470K -570 -67%
PFA
1287
Pathway Financial Advisors
Vermont
$227K +$227K +275 New
CG
1288
CFO4Life Group
Texas
$226K +$226K +274 New
BAM
1289
Boyar Asset Management
New York
$225K +$225K +273 New
PGAM
1290
Princeton Global Asset Management
New Jersey
$224K +$9.89K +12 +5%
WANY
1291
Wealthspire Advisors (New York)
New York
$224K -$44.5K -54 -17%
AHL
1292
Abel Hall LLC
Louisiana
$221K +$221K +268 New
HC
1293
Hamilton Capital
Ohio
$220K +$220K +267 New
CWM
1294
Congress Wealth Management
Massachusetts
$219K +$219K +265 New
VCM
1295
Virtue Capital Management
Tennessee
$219K -$28.2K -35 -11%
VCM
1296
Versant Capital Management
Arizona
$218K +$2.47K +3 +1%
IBOK
1297
Independence Bank of Kentucky
Kentucky
$218K +$28.9K +35 +15%
DCM
1298
Driehaus Capital Management
Illinois
$218K +$218K +265 New
CIAS
1299
Capital Investment Advisory Services
North Carolina
$217K +$217K +264 New
TAM
1300
Trillium Asset Management
Massachusetts
$216K -$24.7K -30 -10%
50 51
52
53 54