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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
RWP
401
RWA Wealth Partners
Massachusetts
$4.35M +$57.5K +1,460 +1%
VCA
402
Verdence Capital Advisors
Maryland
$4.31M -$193K -4,890 -4%
OPERF
403
Oregon Public Employees Retirement Fund
Oregon
$4.29M -$50.4K -1,280 -1%
DILIC
404
Dai-ichi Life Insurance Company
Japan
$4.22M +$2.76M +70,000 +197%
MWA
405
MFA Wealth Advisors
Pennsylvania
$4.2M +$655K +16,630 +19%
AT
406
American Trust
Kentucky
$4.17M -$436K -11,060 -10%
CIBC Private Wealth Group
407
CIBC Private Wealth Group
Georgia
$4.05M -$622K -15,790 -4%
SS
408
Simplicity Solutions
Minnesota
$4.03M +$2.11M +53,520 +113%
KOCAA
409
Knights of Columbus Asset Advisors
Connecticut
$4.03M +$100K +2,550 +3%
Fiera Capital (Canada)
410
Fiera Capital (Canada)
Quebec, Canada
$4M +$3.95M +100,260 New
FMWA
411
Forvis Mazars Wealth Advisors
Missouri
$3.9M -$54.8K -1,390 -1%
Bank of Nova Scotia
412
Bank of Nova Scotia
Ontario, Canada
$3.9M -$83.9M -2,129,270 -96%
ETC
413
Exchange Traded Concepts
Oklahoma
$3.88M +$2.22M +56,440 +138%
CIP
414
Chartwell Investment Partners
Pennsylvania
$3.84M +$406K +10,290 +12%
LCM
415
Legato Capital Management
California
$3.84M
ECG
416
Edge Capital Group
Georgia
$3.81M +$906K +22,980 +32%
BFG
417
Bleakley Financial Group
New Jersey
$3.79M -$496K -12,590 -12%
CTC
418
Central Trust Company
Missouri
$3.71M -$634K -16,090 -15%
FA
419
FDx Advisors
Illinois
$3.69M
FA
420
Faithward Advisors
Pennsylvania
$3.67M -$623K -15,820 -14%
KWILP
421
Kiwi Wealth Investments Limited Partnership
New Zealand
$3.65M +$1.19M +30,160 +49%
SAM
422
Silvercrest Asset Management
New York
$3.62M +$1.97K +50 +0.1%
GWM
423
Geneos Wealth Management
Colorado
$3.6M -$1.01M -25,670 -22%
NWA
424
Navis Wealth Advisors
New York
$3.59M +$3.55M +90,000 New
MML Investors Services
425
MML Investors Services
Massachusetts
$3.57M +$120K +3,050 +4%

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.