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KLA
KLAC

Overview Fund Activity

1,387 hedge funds and large institutions have $69B invested in KLA in 2023 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 453 increasing their positions, 520 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,387
Holders Change
+117
Holders Change %
+9.21%
% of All Funds
20.33%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
0.65%
New
225
Increased
453
Reduced
520
Closed
91
Calls
$1.09B
Puts
$1.24B
Net Calls
-$148M
Net Calls Change
-$97.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.42B
2
BlackRock
BlackRock
New York
$6.67B
3
Barclays
Barclays
United Kingdom
$580M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.06B
5
TD Asset Management
TD Asset Management
Ontario, Canada
$580M

Top Sellers

1
CWM
C2C Wealth Management
Arizona
$0
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$446M
3
Goldman Sachs
Goldman Sachs
New York
$1.26B
4
Alkeon Capital Management
Alkeon Capital Management
New York
$432M
5
Amundi
Amundi
France
$512M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIWM
1351
Long Island Wealth Management
New York
$5K +$5K +8 New
CAM
1352
Creekmur Asset Management
Illinois
$4.26K +$4.26K +7 New
VWA
1353
Valued Wealth Advisors
Utah
$4.13K +$4.13K +9 New
JFA
1354
JNBA Financial Advisors
Minnesota
$4.07K -$3.49K -6 -46%
AIMA
1355
Ables Iannone Moore & Associates
Georgia
$4.07K +$4.07K +7 New
FMP
1356
Financial Management Professionals
Texas
$4K – – –
TVWM
1357
Tower View Wealth Management
Wisconsin
$4K – – –
TIM
1358
Tortoise Investment Management
New York
$3.49K – – –
TFA
1359
Toth Financial Advisory
Virginia
$3.49K – – –
NSIM
1360
North Star Investment Management
Illinois
$3.49K – – –
IHWM
1361
Iron Horse Wealth Management
Iowa
$3.49K – – –
PA
1362
Pineridge Advisors
Missouri
$3.49K +$3.49K +6 New
LTI
1363
Laffer Tengler Investments
Tennessee
$3.49K +$3.49K +6 New
MTIC
1364
Missouri Trust & Investment Company
Missouri
$3.49K +$3.49K +6 New
S
1365
Sachetta
Massachusetts
$3.49K +$3.49K +6 New
MHR
1366
Matthew Hamilton Rosenberg
$2.91K – – –
MFT
1367
Moisand Fitzgerald Tamayo
Florida
$2.91K – – –
MWM
1368
Mascoma Wealth Management
New Hampshire
$2.91K – – –
TAS
1369
TIFF Advisory Services
Pennsylvania
$2.91K +$2.91K +5 New
CAL
1370
Capital Advisors Ltd
Ohio
$2K – – –
AA
1371
Ancora Advisors
Ohio
$1.86K – – –
TWD
1372
True Wealth Design
Ohio
$1.74K – – –
HWP
1373
Highline Wealth Partners
California
$1.74K – – –
GFPC
1374
Global Financial Private Client
Florida
$1.74K – – –
TFM
1375
TFC Financial Management
Massachusetts
$1.74K +$581 +1 +50%
53 54
55
56 57