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 %
BCH
1476
Berkshire Capital Holdings
California
$8.25K – – –
AT
1477
Arlington Trust
Alabama
$7.42K – – –
SC
1478
Stephens Consulting
Michigan
$7.42K +$7.42K +9 New
FCG
1479
Financial Connections Group
California
$7K +$7K +9 New
PWMG
1480
Private Wealth Management Group
New Jersey
$5.77K -$1.65K -2 -22%
TVWM
1481
Tower View Wealth Management
Wisconsin
$5.77K – – –
SSB
1482
Sandy Spring Bank
Maryland
$5.77K +$4.95K +6 +600%
PO
1483
Private Ocean
California
$5.77K +$5.77K +7 New
ETS
1484
ESL Trust Services
New York
$5.77K +$5.77K +7 New
MTIC
1485
Missouri Trust & Investment Company
Missouri
$4.95K – – –
IHWM
1486
Iron Horse Wealth Management
Iowa
$4.95K – – –
NSIM
1487
North Star Investment Management
Illinois
$4.95K – – –
TIM
1488
Tortoise Investment Management
New York
$4.95K – – –
CSWM
1489
Cassady Schiller Wealth Management
Ohio
$4.95K – – –
MHR
1490
Matthew Hamilton Rosenberg
$4.14K – – –
TWD
1491
True Wealth Design
Ohio
$4.12K – – –
PP
1492
Pingora Partners
Wyoming
$4.12K – – –
AS
1493
Altshuler Shaham
Israel
$4.12K – – –
SIC
1494
Salem Investment Counselors
North Carolina
$4.12K – – –
MFT
1495
Moisand Fitzgerald Tamayo
Florida
$4.12K – – –
MWM
1496
Mascoma Wealth Management
New Hampshire
$4.12K – – –
TFM
1497
TFC Financial Management
Massachusetts
$4.12K +$1.65K +2 +67%
PAI
1498
Pittenger & Anderson Inc
Nebraska
$4.12K +$4.12K +5 New
CAM
1499
ClariVest Asset Management
California
$4.1K -$14.8K -18 -78%
UIA
1500
Ulland Investment Advisors
Minnesota
$4K – – –
58 59
60
61 62