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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
SFM
476
Systematic Financial Management
New Jersey
$2.52M
SB
477
Simmons Bank
Arkansas
$2.51M -$262K -6,650 -10%
CB
478
Commerce Bank
Missouri
$2.5M +$125K +3,180 +5%
HSA
479
Hussman Strategic Advisors
Maryland
$2.47M -$1.66M -42,000 -40%
MLICM
480
Metropolitan Life Insurance Company (MetLife)
New York
$2.47M -$659K -16,710 -21%
MWM
481
MinichMacGregor Wealth Management
New York
$2.47M +$313K +7,930 +15%
KIA
482
Knollwood Investment Advisory
Maryland
$2.46M -$1.02M -25,800 -30%
NP
483
Nilsine Partners
Colorado
$2.45M +$2.42M +61,460 New
HCM
484
Howard Capital Management
Georgia
$2.44M +$2.41M +61,240 New
IC
485
IEQ Capital
California
$2.44M -$196K -4,970 -8%
EFI
486
EHP Funds Inc
Canada
$2.43M +$2.4M +61,000 New
VFM
487
Viking Fund Management
North Dakota
$2.4M
DWA
488
Dorsey Wright & Associates
California
$2.39M +$2.36M +59,960 New
USCWA
489
U.S. Capital Wealth Advisors
Texas
$2.38M -$15K -380 -0.6%
LSA
490
L & S Advisors
California
$2.36M +$7.09K +180 +0.3%
FIM
491
Freedom Investment Management
Connecticut
$2.36M -$357K -9,070 -13%
MCP
492
Mirador Capital Partners
California
$2.36M -$41.8K -1,060 -2%
Acadian Asset Management
493
Acadian Asset Management
Massachusetts
$2.35M -$137K -3,470 -6%
LBC
494
Lowe Brockenbrough & Co
Virginia
$2.33M -$39.8K -1,010 -2%
EBWM
495
Eagle Bluffs Wealth Management
Missouri
$2.32M +$224K +5,680 +11%
CA
496
CGN Advisors
Kansas
$2.28M +$72.1K +1,830 +3%
DCM
497
Decatur Capital Management
Georgia
$2.26M -$348K -8,820 -13%
HBT
498
Hills Bank & Trust
Iowa
$2.24M -$54.8K -1,390 -2%
GIM
499
Goelzer Investment Management
Indiana
$2.23M -$753K -19,100 -25%
KeyBank National Association
500
KeyBank National Association
Ohio
$2.21M +$917K +23,260 +72%

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.