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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
CWM
26
C2C Wealth Management
Arizona
$413M -$2.79M -58,090 -0.6%
Franklin Resources
27
Franklin Resources
California
$377M -$22.1M -460,750 -5%
Charles Schwab
28
Charles Schwab
California
$347M +$1.32M +27,540 +0.4%
BBHC
29
Brown Brothers Harriman & Co
New York
$345M -$5.9M -122,950 -2%
VanEck Associates
30
VanEck Associates
New York
$320M +$3.02M +62,980 +0.9%
TD Asset Management
31
TD Asset Management
Ontario, Canada
$319M +$10M +208,700 +3%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$312M +$17.9M +372,240 +6%
UBS AM
33
UBS AM
Illinois
$304M -$12.3M -257,230 -4%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$290M -$15.2M -317,450 -5%
JIM
35
Jensen Investment Management
Oregon
$257M +$64.9M +1,353,520 +32%
AllianceBernstein
36
AllianceBernstein
Tennessee
$256M +$24.2M +504,040 +10%
Grantham, Mayo, Van Otterloo & Co (GMO)
37
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$239M -$11M -230,230 -4%
Deutsche Bank
38
Deutsche Bank
Germany
$236M -$67.7M -1,411,690 -22%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$231M -$11.2M -233,530 -4%
First Trust Advisors
40
First Trust Advisors
Illinois
$218M +$48.6M +1,013,820 +27%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$213M +$104M +2,169,580 +87%
Barclays
42
Barclays
United Kingdom
$213M -$85.4M -1,780,560 -28%
Rafferty Asset Management
43
Rafferty Asset Management
New York
$205M -$20.5M -426,840 -9%
Swiss National Bank
44
Swiss National Bank
Switzerland
$202M -$28.2M -588,000 -12%
Swedbank
45
Swedbank
Sweden
$201M
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$201M +$65.7M +1,370,900 +49%
UBS Group
47
UBS Group
Switzerland
$200M +$58.8M +1,225,860 +39%
JP Morgan Chase
48
JP Morgan Chase
New York
$187M +$19.4M +405,270 +11%
OCMI
49
Oaktop Capital Management II
New Jersey
$180M
MIHAS
50
Maj Invest Holding A/S
Denmark
$171M -$9.65M -201,230 -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.