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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
GCM
501
Genus Capital Management
British Columbia, Canada
$2.78M -$908K -18,940 -24%
USCWA
502
U.S. Capital Wealth Advisors
Texas
$2.77M +$19.2K +400 +0.7%
VFM
503
Viking Fund Management
North Dakota
$2.75M
IC
504
IEQ Capital
California
$2.75M +$3.84K +80 +0.1%
MCP
505
Mirador Capital Partners
California
$2.71M
SWS
506
SYSTM Wealth Solutions
Illinois
$2.71M +$480K +10,010 +20%
JSC
507
Jackson Square Capital
California
$2.7M +$2.1M +43,890 +291%
MGP
508
Metis Global Partners
California
$2.7M +$372K +7,760 +15%
Mawer Investment Management
509
Mawer Investment Management
Alberta, Canada
$2.7M -$21.1K -440 -0.7%
SFM
510
Systematic Financial Management
New Jersey
$2.69M -$213K -4,450 -7%
API
511
Advisor Partners II
California
$2.67M +$89.2K +1,860 +3%
PWM
512
Pinnacle Wealth Management
California
$2.61M +$756K +15,760 +38%
FSG
513
Financial Strategies Group
Michigan
$2.6M +$170K +3,540 +7%
MLICM
514
Metropolitan Life Insurance Company (MetLife)
New York
$2.59M -$154K -3,220 -5%
TC
515
Truvestments Capital
Florida
$2.59M +$20.6K +430 +0.8%
GIM
516
Goelzer Investment Management
Indiana
$2.59M -$164K -3,410 -6%
CA
517
CGN Advisors
Kansas
$2.58M +$12.9K +270 +0.5%
SRC
518
Shufro Rose & Co
New York
$2.57M +$46K +960 +2%
CAPTRUST Financial Advisors
519
CAPTRUST Financial Advisors
North Carolina
$2.57M -$1.3M -27,190 -33%
DCM
520
Decatur Capital Management
Georgia
$2.57M
BOS
521
Bank of Stockton
California
$2.56M +$82K +1,710 +3%
QCM
522
Quantinno Capital Management
New York
$2.55M +$239K +4,980 +10%
LBC
523
Lowe Brockenbrough & Co
Virginia
$2.55M -$101K -2,100 -4%
Wolverine Trading
524
Wolverine Trading
Illinois
$2.54M +$2.66M +55,410 New
KeyBank National Association
525
KeyBank National Association
Ohio
$2.5M -$140K -2,910 -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.