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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
HCM
451
Howard Capital Management
Georgia
$3.67M +$251K +5,230 +7%
MC
452
Mathes Company
New York
$3.65M -$60K -1,250 -2%
CCP
453
Cunning Capital Partners
North Carolina
$3.65M +$3.81M +79,500 New
P
454
Pitcairn
Pennsylvania
$3.64M +$526K +10,960 +16%
RAM
455
Robocap Asset Management
United Kingdom
$3.63M +$634K +13,220 +20%
CGH
456
Crossmark Global Holdings
Texas
$3.6M +$75.3K +1,570 +2%
RGI
457
River Global Investors
United Kingdom
$3.58M -$1.65M -34,470 -31%
MGM
458
Manchester Global Management
United Kingdom
$3.58M -$1.53M -32,000 -29%
GP
459
Geneva Partners
Wisconsin
$3.58M +$1.13M +23,620 +43%
SIC
460
Shoker Investment Counsel
Ohio
$3.56M -$56.6K -1,180 -1%
MWM
461
MinichMacGregor Wealth Management
New York
$3.55M +$576K +12,020 +18%
ECG
462
Edge Capital Group
Georgia
$3.54M -$1.04M -21,660 -22%
EGM
463
Engineers Gate Manager
New York
$3.48M +$1.73M +35,990 +90%
EWA
464
EP Wealth Advisors
California
$3.45M -$3.41M -71,090 -49%
ACM
465
Ayrshire Capital Management
Connecticut
$3.45M +$4.8K +100 +0.1%
TI
466
Tidal Investments
Wisconsin
$3.45M +$383K +7,980 +12%
BCM
467
Bridgeway Capital Management
Texas
$3.44M
PI
468
PEAK6 Investments
Illinois
$3.39M +$2.49M +51,960 +237%
PA
469
PFG Advisors
Arizona
$3.37M -$45.6K -950 -1%
LS
470
Leelyn Smith
Illinois
$3.36M +$5.28K +110 +0.2%
KOCAA
471
Knights of Columbus Asset Advisors
Connecticut
$3.32M -$1.39M -29,030 -29%
NFG
472
Nations Financial Group
Iowa
$3.32M -$314K -6,540 -8%
COI
473
Connable Office Inc
Michigan
$3.32M -$179K -3,730 -5%
NMERB
474
New Mexico Educational Retirement Board
New Mexico
$3.29M +$240K +5,000 +7%
CI
475
CX Institutional
Indiana
$3.29M +$3.11M +64,850 +947%

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.