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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
II
351
Inspire Investing
Idaho
$6.61M -$921K -19,210 -12%
SC
352
Scotia Capital
Ontario, Canada
$6.52M +$1.05M +21,950 +18%
WRPWM
353
Werba Rubin Papier Wealth Management
California
$6.51M
JFG
354
Jefferies Financial Group
New York
$6.51M +$6.81M +142,000 New
ASN
355
Advisory Services Network
Georgia
$6.44M +$149K +3,100 +2%
BCI
356
Brinker Capital Investments
Pennsylvania
$6.39M -$483K -10,080 -7%
OPS
357
Orion Portfolio Solutions
Nebraska
$6.39M -$483K -10,080 -7%
AI
358
Atria Investments
North Carolina
$6.36M +$619K +12,900 +10%
ANBT
359
American National Bank & Trust
Texas
$6.28M -$137K -2,850 -2%
ERIC
360
Eagle Rock Investment Company
Georgia
$6.27M -$82K -1,710 -1%
PAMG
361
Patton Albertson Miller Group
Tennessee
$6.21M +$28.8K +600 +0.4%
OC
362
Oppenheimer & Co
New York
$6.16M +$2.79M +58,200 +76%
GH
363
GAM Holding
Switzerland
$6.1M +$7.19K +150 +0.1%
EAM
364
Eagle Asset Management
Florida
$6.1M +$2.09M +43,640 +49%
NO
365
Ninety One
South Africa
$6.04M +$2.66M +55,380 +74%
AWM
366
AE Wealth Management
Kansas
$6.01M +$3.9M +81,250 +163%
GAAM
367
Guinness Atkinson Asset Management
California
$5.95M
SF
368
Synovus Financial
Georgia
$5.81M -$390K -8,130 -6%
GIBU
369
Gulf International Bank (UK)
United Kingdom
$5.8M -$633K -13,190 -9%
MML Investors Services
370
MML Investors Services
Massachusetts
$5.8M +$1.34M +27,930 +28%
Baird Financial Group
371
Baird Financial Group
Wisconsin
$5.78M +$108K +2,250 +2%
VCA
372
Verdence Capital Advisors
Maryland
$5.77M +$328K +6,840 +6%
BCIM
373
British Columbia Investment Management
British Columbia, Canada
$5.72M -$6.24K -130 -0.1%
TFA
374
Teamwork Financial Advisors
Texas
$5.69M +$3.73M +77,730 +168%
BMCM
375
Bryn Mawr Capital Management
Pennsylvania
$5.61M +$5.86M +122,250 New

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.