KLAC icon

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 %
EFP
1351
EnRich Financial Partners
Wisconsin
$125K +$125K +152 New
HIIFS
1352
Harel Insurance Investments & Financial Services
Israel
$122K – – –
BAM
1353
Byrne Asset Management
New Jersey
$121K -$1.63K -2 -1%
WBC
1354
West Branch Capital
Massachusetts
$115K – – –
ADL
1355
Asset Dedication LLC
California
$110K – – –
PPA
1356
Painted Porch Advisors
California
$110K +$110K +133 New
CT
1357
Colonial Trust
South Carolina
$106K – – –
SN
1358
Sittner & Nelson
Oregon
$105K – – –
HWA
1359
Heritage Wealth Advisors
Virginia
$103K – – –
PSB
1360
Piscataqua Savings Bank
New Hampshire
$101K – – –
SVCP
1361
Silicon Valley Capital Partners
California
$94.9K +$82.6K +100 +667%
OCM
1362
Orion Capital Management
California
$91.5K – – –
LWM
1363
Liberty Wealth Management
California
$91K +$91K +23,517 New
BCWM
1364
Bartlett & Co Wealth Management
Ohio
$87.4K +$46.2K +56 +112%
GKIM
1365
GW&K Investment Management
Massachusetts
$87K +$6.63K +8 +8%
QL
1366
Quarry LP
New York
$86.6K +$73.4K +89 +556%
PB
1367
Pinnacle Bancorp
Nebraska
$82.5K – – –
WOSD
1368
WFA of San Diego
California
$82.5K +$82.5K +100 New
PP
1369
Pacifica Partners
Canada
$81K -$4.26K -5 -5%
FMII
1370
Farmers & Merchants Investments Inc
Nebraska
$79.2K -$1.65K -2 -2%
PG
1371
Proffitt & Goodson
Tennessee
$79.2K – – –
CA
1372
Crewe Advisors
Utah
$76.7K +$53.6K +65 +232%
RS
1373
Rakuten Securities
Japan
$75K +$30.5K +37 +69%
AIM
1374
Anchor Investment Management
South Carolina
$71.7K – – –
FFO
1375
Fortitude Family Office
Arizona
$71.7K +$36.3K +44 +102%
53 54
55
56 57