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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
RIM
551
Redwood Investment Management
Arizona
$1.61M -$39K -990 -2%
FDS
552
Freedom Day Solutions
Texas
$1.6M -$30.7K -780 -2%
THWM
553
Taylor Hoffman Wealth Management
Virginia
$1.58M
EWA
554
Exencial Wealth Advisors
Oklahoma
$1.58M -$17.6M -446,770 -92%
AFS
555
Aft Forsyth & Sober
Florida
$1.58M
Marshall Wace
556
Marshall Wace
United Kingdom
$1.57M -$2.71M -68,640 -64%
WS
557
Wedbush Securities
California
$1.56M +$3.15K +80 +0.2%
SWM
558
SeaCrest Wealth Management
New York
$1.54M -$77.6K -1,970 -5%
Fifth Third Bancorp
559
Fifth Third Bancorp
Ohio
$1.54M +$172K +4,370 +13%
JFG
560
Jefferies Financial Group
New York
$1.53M +$1.51M +38,420 New
LNWWM
561
Laird Norton Wetherby Wealth Management
California
$1.53M -$49.3K -1,250 -3%
AWS
562
Atria Wealth Solutions
New York
$1.52M +$29.6K +750 +2%
JCM
563
Jacobi Capital Management
Pennsylvania
$1.5M -$3.55K -90 -0.2%
SBH
564
Segall Bryant & Hamill
Illinois
$1.5M -$106K -2,700 -7%
WI
565
WBI Investments
New Jersey
$1.5M +$1.48M +37,490 New
DCM
566
Davidson Capital Management
Texas
$1.49M +$40.6K +1,030 +3%
TWI
567
Thomas White International
Illinois
$1.49M -$2.37K -60 -0.2%
NIG
568
NFJ Investment Group
Texas
$1.48M -$20.1K -510 -1%
DA
569
Dover Advisors
Virginia
$1.47M +$189K +4,800 +15%
BIA
570
Benchmark Investment Advisors
Illinois
$1.46M +$105K +2,670 +8%
FSG
571
Financial Strategies Group
Michigan
$1.44M +$138K +3,490 +11%
ACL
572
Applied Capital LLC
Florida
$1.43M -$51.6K -1,310 -4%
ODFS
573
O'Donnell Financial Services
California
$1.43M -$21.7K -550 -2%
XT
574
XTX Topco
Cayman Islands
$1.42M +$1.4M +35,480 New
PFO
575
Pathstone Family Office
New Jersey
$1.41M -$3.76M -95,360 -75%

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.