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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
$1.87B
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$366M
4
Norges Bank
Norges Bank
Norway
$1.69B
5
UBS AM
UBS AM
Illinois
$767M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$3.37B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$6.48M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.24B
4
Ameriprise
Ameriprise
Minnesota
$1.17B
5
Morgan Stanley
Morgan Stanley
New York
$1.14B
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
1501
Halpern Financial
Virginia
$3.3K +$3.3K +4 New
IWP
1502
IAG Wealth Partners
Wisconsin
$3.3K +$3.3K +4 New
RWM
1503
Ruedi Wealth Management
Illinois
$3.3K +$3.3K +4 New
FMTCOCP
1504
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K – – –
AA
1505
Ancora Advisors
Ohio
$2.64K – – –
HWP
1506
Highline Wealth Partners
California
$2.47K – – –
GFPC
1507
Global Financial Private Client
Florida
$2.47K – – –
PCTC
1508
Perkins Coie Trust Company
Washington
$2.47K – – –
ECM
1509
Everence Capital Management
Indiana
$2.45K – – –
PI
1510
PEAK6 Investments
Illinois
$2.08K +$2.08K +3 New
EFMH
1511
E Fund Management (HK)
Hong Kong
$2K -$663K -663 -100%
SFCL
1512
Strengthening Families & Communities LLC
Massachusetts
$2K +$2K +3 New
HFS
1513
Horizon Financial Services
North Carolina
$1.65K – – –
WIM
1514
Westside Investment Management
California
$1.65K +$1.65K +2 New
RWMG
1515
Redwood Wealth Management Group
New Jersey
$1.65K +$1.65K +2 New
TFA
1516
Transamerica Financial Advisors
Florida
$1K – – –
SWA
1517
SOA Wealth Advisors
New York
$851 – – –
RAM
1518
Riggs Asset Management
Pennsylvania
$825 -$4.13K -5 -83%
WA
1519
WestEnd Advisors
North Carolina
$825 – – –
FNWA
1520
Financial Network Wealth Advisors
Utah
$825 +$825 +1 New
NMG
1521
New Millennium Group
Utah
$825 +$825 +1 New
SFC
1522
Strategic Financial Concepts
Texas
$53 +$53 +40,233 New
DWM
1523
Dogwood Wealth Management
Kansas
$13 -$11 – –
AIG
1524
American International Group
New York
– -$33.4M -47,802 Closed
CLGM
1525
Capitolis Liquid Global Markets
New York
– -$24.4M -35,000 Closed
59 60
61
62 63