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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
DILIC
426
Dai-ichi Life Insurance Company
Japan
$4.16M -$719K -15,000 -14%
BIM
427
Bridgecreek Investment Management
Oklahoma
$4.13M -$71K -1,480 -2%
NWA
428
Navis Wealth Advisors
New York
$4.13M
AAM
429
Advisors Asset Management
Colorado
$4.05M +$594K +12,390 +16%
VI
430
Vestcor Inc
New Brunswick, Canada
$4.02M -$188K -3,930 -4%
GDP
431
Great Diamond Partners
Maine
$4.01M -$97.8K -2,040 -2%
FMWA
432
Forvis Mazars Wealth Advisors
Missouri
$4M -$2.72M -56,610 -39%
OSNBOA
433
Old Second National Bank of Aurora
Illinois
$3.96M -$74.8K -1,560 -2%
AF
434
Allworth Financial
California
$3.94M +$12.5K +260 +0.3%
CI
435
Conning Inc
Connecticut
$3.93M -$346K -7,220 -8%
BMSSC
436
B. Metzler seel. Sohn & Co
Germany
$3.92M -$1.6M -33,290 -28%
LCM
437
Legato Capital Management
California
$3.89M -$543K -11,330 -12%
QT
438
Quantbot Technologies
New York
$3.86M +$4.04M +84,210 New
TSS
439
Two Sigma Securities
New York
$3.86M +$4.04M +84,200 New
NGA
440
Naples Global Advisors
Florida
$3.86M +$163K +3,400 +4%
VPIM
441
Vanguard Personalized Indexing Management
California
$3.85M +$333K +6,940 +9%
EAM
442
EFG Asset Management
Oregon
$3.83M -$43.2K -900 -1%
SAM
443
Silvercrest Asset Management
New York
$3.82M +$527K +10,980 +15%
CG
444
Colony Group
Massachusetts
$3.82M -$165K -3,430 -4%
FLPIM
445
F.L. Putnam Investment Management
Massachusetts
$3.78M +$2.85M +59,510 +259%
PF
446
Phoenix Financial
Israel
$3.74M +$201K +4,200 +5%
CAN
447
Cetera Advisor Networks
California
$3.74M +$201K +4,200 +5%
P
448
Paradiem
Louisiana
$3.72M -$319K -6,650 -8%
KCM
449
Kendall Capital Management
Maryland
$3.69M -$93K -1,940 -2%
VF
450
Virtu Financial
New York
$3.68M +$2.88M +60,010 +296%

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.