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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
PWAG
376
Polaris Wealth Advisory Group
California
$5.6M +$576K +12,000 +11%
PA
377
Pinnacle Associates
New York
$5.54M -$447K -9,320 -7%
SMDAM
378
Sumitomo Mitsui DS Asset Management
Japan
$5.51M +$23.5K +490 +0.4%
SLAM
379
Swiss Life Asset Management
$5.51M -$2.88M -60,040 -33%
Brown Advisory
380
Brown Advisory
Maryland
$5.5M -$209K -4,350 -3%
KRS
381
Kentucky Retirement Systems
Kentucky
$5.43M +$382K +7,970 +7%
TW
382
Transform Wealth
Colorado
$5.42M +$5.67M +118,180 New
ACM
383
Alcosta Capital Management
California
$5.4M +$19.7K +410 +0.3%
GWM
384
Geneos Wealth Management
Colorado
$5.35M +$147K +3,070 +3%
Jacobs Levy Equity Management
385
Jacobs Levy Equity Management
New Jersey
$5.34M +$5.58M +116,450 New
KWM
386
Keebeck Wealth Management
Illinois
$5.3M -$700K -14,600 -11%
Cambridge Investment Research Advisors
387
Cambridge Investment Research Advisors
Iowa
$5.28M -$140K -2,910 -2%
KIG
388
Kessler Investment Group
Indiana
$5.27M -$19.2K -400 -0.3%
EMPI
389
Elo Mutual Pension Insurance
Finland
$5.27M +$41.7K +870 +0.8%
TRCT
390
Tower Research Capital (TRC)
New York
$5.27M +$3.97M +82,680 +257%
SWM
391
Spire Wealth Management
Virginia
$5.24M -$1.97M -40,980 -26%
AMI
392
Amica Mutual Insurance
Rhode Island
$5.11M
NSEDCP
393
NJ State Employees Deferred Compensation Plan
New Jersey
$5.09M
MAM
394
Morse Asset Management
Connecticut
$5.07M -$16.8K -350 -0.3%
PI
395
Putnam Investments
Massachusetts
$5.04M -$62.3K -1,300 -1%
JWCA
396
J.W. Coons Advisors
Ohio
$4.99M -$101K -2,100 -2%
RWP
397
RWA Wealth Partners
Massachusetts
$4.96M +$45.1K +940 +0.9%
HF
398
HRT Financial
New York
$4.9M +$5.13M +106,930 New
CAM
399
Cresset Asset Management
Illinois
$4.89M +$126K +2,620 +3%
OPERF
400
Oregon Public Employees Retirement Fund
Oregon
$4.86M -$26.9K -560 -0.5%

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.