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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
Franklin Resources
26
Franklin Resources
California
$316M +$19.5M +494,850 +7%
Charles Schwab
27
Charles Schwab
California
$302M -$1.14M -28,950 -0.4%
BBHC
28
Brown Brothers Harriman & Co
New York
$289M -$36.8M -932,990 -11%
N
29
Nuveen
North Carolina
$289M +$22.4M +569,350 +9%
VanEck Associates
30
VanEck Associates
New York
$280M -$147M -3,722,760 -35%
UBS AM
31
UBS AM
Illinois
$275M -$9.29M -235,840 -3%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$272M +$375K +9,520 +0.1%
TD Asset Management
33
TD Asset Management
Ontario, Canada
$263M -$26.6M -675,840 -9%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$262M -$4.85M -123,010 -2%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$244M +$40.9M +1,037,420 +20%
Alkeon Capital Management
36
Alkeon Capital Management
New York
$242M -$36.7M -931,000 -13%
AllianceBernstein
37
AllianceBernstein
Tennessee
$231M -$58.8M -1,492,690 -20%
Deutsche Bank
38
Deutsche Bank
Germany
$227M +$7.13M +181,000 +3%
Swiss National Bank
39
Swiss National Bank
Switzerland
$225M -$5.48M -139,000 -2%
Barclays
40
Barclays
United Kingdom
$210M +$96.3M +2,444,190 +86%
Grantham, Mayo, Van Otterloo & Co (GMO)
41
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$207M -$1.16M -29,360 -0.6%
UBS Group
42
UBS Group
Switzerland
$184M +$50.8M +1,288,720 +39%
Rafferty Asset Management
43
Rafferty Asset Management
New York
$176M +$40.9M +1,037,720 +31%
MGIM
44
M&G Investment Management
United Kingdom
$175M -$88.4M -2,242,800 -34%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$162M +$80.4K +2,040 +0.1%
MIHAS
46
Maj Invest Holding A/S
Denmark
$161M -$15.2M -385,230 -9%
OCMI
47
Oaktop Capital Management II
New Jersey
$158M
EIP
48
Epoch Investment Partners
New York
$158M -$21.2M -538,530 -12%
PCH
49
Polar Capital Holdings
United Kingdom
$156M -$13.3M -337,260 -8%
Swedbank
50
Swedbank
Sweden
$155M +$9.85M +250,000 +7%

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.