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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
CAM
476
Covenant Asset Management
New Jersey
$3.26M +$13.4K +280 +0.4%
JC
477
JB Capital
Connecticut
$3.26M +$3.4M +70,990 New
SFS
478
Strategic Financial Services
New York
$3.24M -$37.4K -780 -1%
ECU
479
Eisler Capital (UK)
United Kingdom
$3.23M -$939K -19,570 -22%
HW
480
Hancock Whitney
Mississippi
$3.22M +$976K +20,360 +41%
PIM
481
Penobscot Investment Management
Massachusetts
$3.18M +$1.05M +21,850 +46%
AA
482
Apriem Advisors
California
$3.17M -$152K -3,170 -4%
PCM
483
Penserra Capital Management
California
$3.17M +$140K +2,910 +4%
KPWS
484
Kestra Private Wealth Services
Texas
$3.14M +$133K +2,770 +4%
QCM
485
Qsemble Capital Management
New York
$3.14M +$3.29M +68,500 New
HAI
486
Hennessy Advisors Inc
California
$3.13M -$95.9K -2,000 -3%
Envestnet Portfolio Solutions
487
Envestnet Portfolio Solutions
Illinois
$3.11M +$3.25M +67,810 New
DWA
488
Dorsey Wright & Associates
California
$3.09M +$454K +9,470 +16%
IP
489
Intellectus Partners
California
$3.06M +$480 +10 +0%
FFG
490
Fortem Financial Group
California
$3.05M -$452K -9,420 -12%
NB
491
Norinchukin Bank
Japan
$3.05M -$2.58M -53,760 -45%
BIM
492
Bridges Investment Management
Nebraska
$2.96M -$305K -6,360 -9%
CB
493
Commerce Bank
Missouri
$2.93M +$60.4K +1,260 +2%
HR
494
Howe & Rusling
New York
$2.93M +$496K +10,340 +19%
BWM
495
BNC Wealth Management
Oregon
$2.9M +$72.9K +1,520 +2%
NIM
496
NEOS Investment Management
Connecticut
$2.85M +$2.98M +62,160 New
TPCW
497
TD Private Client Wealth
New York
$2.83M -$947K -19,740 -24%
KIA
498
Knollwood Investment Advisory
Maryland
$2.82M
NP
499
Nilsine Partners
Colorado
$2.82M -$10.6K -220 -0.4%
CG
500
Castellan Group
Kentucky
$2.79M -$110K -2,300 -4%

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.