We are live on ! Find out more

1,276 hedge funds and large institutions have $55B invested in KLA in 2023 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 460 increasing their positions, 463 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 74

8.63% more ownership

Funds ownership: 869.54%878.17% (+8.6%)

4% more funds holding

Funds holding: 1,2241,276 (+52)

1% less repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 463

5% less capital invested

Capital invested by funds: $57.7B → $55B (-$2.72B)

7% less call options, than puts

Call options by funds: $637M | Put options by funds: $688M

11% less funds holding in top 10

Funds holding in top 10: 3834 (-4)

Holders
1,276
Holders Change
+52
Holders Change %
+4.25%
% of All Funds
20.25%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
137
Increased
460
Reduced
463
Closed
74
Calls
$637M
Puts
$688M
Net Calls
-$50.7M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
326
Azzad Asset Management
Virginia
$8.02M -$391K -8,160 -4%
FB
327
Fulton Bank
Pennsylvania
$7.86M +$22.5K +470 +0.3%
LS
328
Livforsakringsbolaget Skandia
Sweden
$7.82M -$384K -8,000 -4%
PA
329
Profund Advisors
Maryland
$7.81M +$1.28M +26,630 +19%
NIM
330
Needham Investment Management
New York
$7.8M
DSN
331
D. Scott Neal
Kentucky
$7.52M -$1.1M -23,040 -12%
CIP
332
Chartwell Investment Partners
Pennsylvania
$7.51M +$2.47M +51,530 +46%
FCH
333
Freestone Capital Holdings
Washington
$7.51M -$535K -11,150 -6%
Creative Planning
334
Creative Planning
Kansas
$7.42M +$893K +18,610 +13%
UM
335
UniSuper Management
Australia
$7.38M +$48K +1,000 +0.6%
Kayne Anderson Rudnick Investment Management
336
Kayne Anderson Rudnick Investment Management
California
$7.38M +$2.33M +48,640 +43%
SCM
337
Shelton Capital Management
Colorado
$7.15M +$1.59M +33,090 +27%
MAM
338
Martingale Asset Management
Massachusetts
$7.11M +$3.12M +65,140 +73%
TCBWMS
339
Texas Capital Bank Wealth Management Services
Texas
$7.08M -$1.96M -40,770 -21%
SSCM
340
Summit Street Capital Management
New York
$7.08M
B
341
Bensler
Washington
$7.07M +$299K +6,230 +4%
SIMG
342
Stephens Investment Management Group
Texas
$7.07M -$510K -10,630 -6%
GI
343
GS Investments
Minnesota
$6.88M
SI
344
Sora Investors
Pennsylvania
$6.88M +$7.19M +150,000 New
HVIA
345
Hudson Valley Investment Advisors
New York
$6.82M +$706K +14,720 +11%
HIC
346
Harbor Island Capital
Massachusetts
$6.8M -$188K -3,920 -3%
Public Sector Pension Investment Board (PSP Investments)
347
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.72M -$3.37M -70,270 -32%
BCP
348
Blue Chip Partners
Michigan
$6.69M +$6.99M +145,850 New
AT
349
AMF Tjänstepension
Sweden
$6.68M
Cetera Investment Advisers
350
Cetera Investment Advisers
Illinois
$6.61M +$400K +8,350 +6%

KLAC Hedge Fund Activity: Q3 2023 in Review

1,276 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q3 2023, worth a combined $55B — down 4.7% from $57.7B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new KLAC positions and 74 closed out — a net gain of 63 holders — while 460 added to existing stakes and 463 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $192M. The largest seller was Fidelity International, cutting an estimated $211M.

  • 1,276 institutional investors held KLA (KLAC) as of Q3 2023, up from 1,224 in Q2 2023.
  • Funds reported $55B of KLA stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 137 funds opened new KLA positions in Q3 2023 and 74 closed out, a net change of +63 holders.
  • The largest KLA buyer in Q3 2023 was Goldman Sachs, an estimated $192M added.
  • The largest KLA seller in Q3 2023 was Fidelity International, an estimated $211M sold.

Based on aggregated 13F filings for Q3 2023.