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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
LSA
526
Leonteq Securities AG
Switzerland
$1.91M +$110K +2,790 +6%
WG
527
Winton Group
United Kingdom
$1.9M +$1.87M +47,540 New
GLA
528
Good Life Advisors
Pennsylvania
$1.89M -$68.2K -1,730 -4%
VIM
529
Vinva Investment Management
Australia
$1.88M +$1.87M +47,560 New
GIA
530
Gladstone Institutional Advisory
Florida
$1.87M +$478K +12,140 +35%
AIP
531
Ameritas Investment Partners
Nebraska
$1.86M -$41.4K -1,050 -2%
VNA
532
Valley National Advisers
Pennsylvania
$1.85M -$2.76K -70 -0.1%
APWM
533
Argonautica Private Wealth Management
Massachusetts
$1.84M
CAPTRUST Financial Advisors
534
CAPTRUST Financial Advisors
North Carolina
$1.83M -$76.8K -1,950 -4%
GAG
535
GM Advisory Group
New York
$1.82M -$22.5K -570 -1%
GLR
536
Great Lakes Retirement
Ohio
$1.81M +$128K +3,260 +8%
HKAM
537
Horizon Kinetics Asset Management
New York
$1.81M -$120K -3,040 -6%
WCA
538
Westover Capital Advisors
Delaware
$1.8M -$86.3K -2,190 -5%
PFM
539
Patton Fund Management
Texas
$1.8M +$1.77M +45,000 New
SWP
540
Stratos Wealth Partners
Ohio
$1.77M -$3.55K -90 -0.2%
GLA
541
Great Lakes Advisors
Illinois
$1.77M -$1.63M -41,400 -48%
NMIMC
542
Northwestern Mutual Investment Management Company
Wisconsin
$1.74M -$35.5K -900 -2%
EGM
543
Engineers Gate Manager
New York
$1.73M +$955K +24,230 +127%
ACA
544
Atlas Capital Advisors
Wyoming
$1.72M
AWP
545
Ascent Wealth Partners
New York
$1.7M +$26.4K +670 +2%
BCP
546
Blackhawk Capital Partners
Wisconsin
$1.7M -$331K -8,400 -16%
EF
547
Empirical Finance
Pennsylvania
$1.65M +$61.5K +1,560 +4%
PAG
548
Private Advisor Group
New Jersey
$1.63M +$1.61M +40,800 New
KWA
549
KCS Wealth Advisory
California
$1.61M -$55.2K -1,400 -3%
KAS
550
Kestra Advisory Services
Texas
$1.61M -$504K -12,780 -24%

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.