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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
Mawer Investment Management
501
Mawer Investment Management
Alberta, Canada
$2.17M +$321K +8,150 +18%
BOS
502
Bank of Stockton
California
$2.16M -$195K -4,950 -8%
NIP
503
Nicholas Investment Partners
California
$2.15M -$2.65M -67,280 -56%
API
504
Advisor Partners II
California
$2.15M -$10.2K -260 -0.5%
TC
505
Truvestments Capital
Florida
$2.15M +$120K +3,040 +6%
TRCT
506
Tower Research Capital (TRC)
New York
$2.14M +$680K +17,260 +47%
VI
507
Vestcor Inc
New Brunswick, Canada
$2.14M -$5.52K -140 -0.3%
N
508
Natixis
France
$2.13M -$184K -4,660 -8%
DIA
509
Dana Investment Advisors
Wisconsin
$2.11M
CGA
510
Compound Global Advisors
Washington
$2.1M
QCM
511
Quantinno Capital Management
New York
$2.1M -$476K -12,090 -19%
WJWM
512
Williams Jones Wealth Management
New York
$2.1M -$788 -20 -0%
HW
513
Hancock Whitney
Mississippi
$2.07M -$631K -16,020 -24%
SRC
514
Shufro Rose & Co
New York
$2.06M -$63.1K -1,600 -3%
KPWS
515
Kestra Private Wealth Services
Texas
$2.06M -$15.8K -400 -0.8%
DGAM
516
Desjardins Global Asset Management
Quebec, Canada
$2.05M +$728K +18,460 +56%
Twin Tree Management
517
Twin Tree Management
Texas
$2.04M +$2.01M +51,060 New
AIMCA
518
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.04M -$1.14M -29,000 -36%
RAM
519
Robocap Asset Management
United Kingdom
$2.03M +$2.01M +50,890 New
GVAG
520
Great Valley Advisor Group
Delaware
$2M +$132K +3,350 +7%
BF
521
BOK Financial
Oklahoma
$1.99M -$1.7M -43,020 -46%
MGP
522
Metis Global Partners
California
$1.98M +$544K +13,800 +38%
HVM
523
Harvest Volatility Management
Connecticut
$1.97M -$400K -10,140 -17%
KRSITF
524
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.97M -$61.1K -1,550 -3%
SP
525
Symmetry Partners
Connecticut
$1.97M -$56K -1,420 -3%

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.