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1,162 hedge funds and large institutions have $48.1B invested in KLA in 2023 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 423 increasing their positions, 442 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 83

26.92% more ownership

Funds ownership: 869.85%896.76% (+27%)

10% more call options, than puts

Call options by funds: $548M | Put options by funds: $497M

3% more funds holding

Funds holding: 1,1291,162 (+33)

4% more capital invested

Capital invested by funds: $46.3B → $48.1B (+$1.81B)

4% less repeat investments, than reductions

Existing positions increased: 423 | Existing positions reduced: 442

29% less funds holding in top 10

Funds holding in top 10: 3525 (-10)

Holders
1,162
Holders Change
+33
Holders Change %
+2.92%
% of All Funds
18.52%
Holding in Top 10
25
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-28.57%
% of All Funds
0.4%
New
137
Increased
423
Reduced
442
Closed
83
Calls
$548M
Puts
$497M
Net Calls
+$51.6M
Net Calls Change
+$72.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
351
Cetera Investment Advisers
Illinois
$5.51M +$1.27M +32,180 +30%
GH
352
GAM Holding
Switzerland
$5.32M +$72.9K +1,850 +1%
GAAM
353
Guinness Atkinson Asset Management
California
$5.3M -$111K -2,810 -2%
BWA
354
BDO Wealth Advisors
Florida
$5.15M -$302K -7,660 -6%
PA
355
Pinnacle Associates
New York
$5.13M -$182K -4,630 -3%
EAM
356
EFG Asset Management
Oregon
$5.1M -$1.8M -45,660 -26%
PA
357
Profund Advisors
Maryland
$5.07M +$461K +11,710 +10%
CIS
358
Capital International Sarl
California
$5.06M +$1.45M +36,880 +41%
BCIM
359
British Columbia Investment Management
British Columbia, Canada
$5.04M +$15.8K +400 +0.3%
PCM
360
Penserra Capital Management
California
$5.03M +$3.12M +79,280 +170%
Brown Advisory
361
Brown Advisory
Maryland
$4.97M -$16.9K -430 -0.3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
362
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.96M -$47.2M -1,197,100 -91%
Baird Financial Group
363
Baird Financial Group
Wisconsin
$4.93M +$858K +21,780 +21%
AT
364
AMF Tjänstepension
Sweden
$4.93M +$571K +14,500 +13%
SG Americas Securities
365
SG Americas Securities
New York
$4.92M -$2.69M -68,270 -36%
AWM
366
AE Wealth Management
Kansas
$4.91M +$3.08M +78,160 +174%
SC
367
Scotia Capital
Ontario, Canada
$4.86M +$60.3K +1,530 +1%
AMI
368
Amica Mutual Insurance
Rhode Island
$4.84M +$1.21M +30,710 +34%
SCM
369
Shelton Capital Management
Colorado
$4.81M +$347K +8,800 +8%
IP
370
Interval Partners
New York
$4.79M -$1.97M -50,040 -29%
HVIA
371
Hudson Valley Investment Advisors
New York
$4.78M +$935K +23,720 +25%
Walleye Trading
372
Walleye Trading
New York
$4.76M -$77.2K -1,960 -2%
TFA
373
Teamwork Financial Advisors
Texas
$4.76M +$3.09M +78,320 +191%
OSNBOA
374
Old Second National Bank of Aurora
Illinois
$4.76M -$103K -2,610 -2%
CI
375
Conning Inc
Connecticut
$4.75M +$4.11M +104,240 +701%

KLAC Hedge Fund Activity: Q1 2023 in Review

1,162 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2023, worth a combined $48.1B — up 3.9% from $46.3B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new KLAC positions and 83 closed out — a net gain of 54 holders — while 423 added to existing stakes and 442 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.42B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.08B.

  • 1,162 institutional investors held KLA (KLAC) as of Q1 2023, up from 1,129 in Q4 2022.
  • Funds reported $48.1B of KLA stock for Q1 2023, up 3.9% quarter-over-quarter.
  • 137 funds opened new KLA positions in Q1 2023 and 83 closed out, a net change of +54 holders.
  • The largest KLA buyer in Q1 2023 was Envestnet Asset Management, an estimated $1.42B added.
  • The largest KLA seller in Q1 2023 was T. Rowe Price Associates, an estimated $1.08B sold.

Based on aggregated 13F filings for Q1 2023.