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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
PI
376
Putnam Investments
Massachusetts
$4.75M -$519K -13,170 -10%
NA
377
NewEdge Advisors
Louisiana
$4.75M +$102K +2,600 +2%
BCFS
378
Butensky & Cohen Financial Security
Florida
$4.74M -$94.2K -2,390 -2%
PMEF
379
Point72 Middle East FZE
United Arab Emirates
$4.72M -$4.73M -119,970 -50%
SAM
380
Securian Asset Management
Minnesota
$4.72M -$39.4K -1,000 -0.8%
ACM
381
Alcosta Capital Management
California
$4.69M -$432K -10,950 -9%
HIMCH
382
Hartford Investment Management Co (HIMCO)
Connecticut
$4.67M +$556K +14,110 +14%
Cambridge Investment Research Advisors
383
Cambridge Investment Research Advisors
Iowa
$4.64M -$491K -12,460 -10%
TI
384
Trexquant Investment
Connecticut
$4.6M +$4.54M +115,270 New
MAM
385
Morse Asset Management
Connecticut
$4.58M -$471K -11,950 -9%
PWAG
386
Polaris Wealth Advisory Group
California
$4.55M +$3.69M +93,720 +461%
SMDAM
387
Sumitomo Mitsui DS Asset Management
Japan
$4.53M +$46.1K +1,170 +1%
NB
388
Norinchukin Bank
Japan
$4.52M +$32.7K +830 +0.7%
EMPI
389
Elo Mutual Pension Insurance
Finland
$4.52M +$133K +3,380 +3%
CCA
390
Catalyst Capital Advisors
New York
$4.51M +$456K +11,580 +11%
BMSSC
391
B. Metzler seel. Sohn & Co
Germany
$4.51M +$1.29M +32,840 +41%
KIG
392
Kessler Investment Group
Indiana
$4.48M +$4.42M +112,270 New
TIP
393
Torray Investment Partners
Maryland
$4.44M -$1.23M -31,280 -22%
KWM
394
Keebeck Wealth Management
Illinois
$4.44M +$520K +13,200 +13%
RGI
395
River Global Investors
United Kingdom
$4.43M -$1.34M -34,100 -23%
NSEDCP
396
NJ State Employees Deferred Compensation Plan
New Jersey
$4.43M
IIC
397
Ironwood Investment Counsel
Arizona
$4.43M +$99.3K +2,520 +2%
JWCA
398
J.W. Coons Advisors
Ohio
$4.42M
MSRPS
399
Maryland State Retirement & Pension System
Maryland
$4.38M -$77.2K -1,960 -2%
KRS
400
Kentucky Retirement Systems
Kentucky
$4.37M -$78.8K -2,000 -2%

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.