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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
RWM
551
Ritholtz Wealth Management
New York
$2.15M +$48.4K +1,010 +2%
KAS
552
Kestra Advisory Services
Texas
$2.13M +$580K +12,100 +35%
AWS
553
Atria Wealth Solutions
New York
$2.13M +$88.2K +1,840 +4%
EAMA
554
EFG Asset Management (Americas)
Florida
$2.12M -$37.9K -790 -2%
PAS
555
Park Avenue Securities
New York
$2.12M +$2.22M +46,270 New
Verition Fund Management
556
Verition Fund Management
Connecticut
$2.11M +$1.69M +35,270 +329%
SB
557
Simmons Bank
Arkansas
$2.09M -$120K -2,510 -5%
CA
558
Cullinan Associates
Kentucky
$2.08M -$715K -14,910 -25%
VAM
559
Valliance Asset Management
Hong Kong
$2.06M +$2.16M +45,000 New
VIM
560
Vinva Investment Management
Australia
$2.06M +$100K +2,090 +5%
GLR
561
Great Lakes Retirement
Ohio
$2.06M -$3.84K -80 -0.2%
SWM
562
SeaCrest Wealth Management
New York
$2.05M -$114K -2,380 -5%
APWM
563
Argonautica Private Wealth Management
Massachusetts
$2.05M
LHC
564
Little House Capital
Massachusetts
$2.05M +$139K +2,890 +7%
AWM
565
Apollon Wealth Management
South Carolina
$2.04M +$703K +14,650 +49%
NA
566
NewEdge Advisors
Louisiana
$2.03M -$2.61M -54,390 -55%
AWP
567
Ascent Wealth Partners
New York
$2.03M -$13.9K -290 -0.7%
VNA
568
Valley National Advisers
Pennsylvania
$2.03M -$157K -3,280 -7%
DFCM
569
Dark Forest Capital Management
Puerto Rico
$2.02M +$883K +18,410 +72%
TFS
570
Thoroughbred Financial Services
Tennessee
$2.01M +$318K +6,640 +18%
DC
571
Davenport & Co
Virginia
$2M -$36.9K -770 -2%
HKAM
572
Horizon Kinetics Asset Management
New York
$2M +$19.2K +400 +0.9%
WCA
573
Westover Capital Advisors
Delaware
$2M -$47K -980 -2%
LSA
574
Leonteq Securities AG
Switzerland
$2M +$39.3K +820 +2%
NMIMC
575
Northwestern Mutual Investment Management Company
Wisconsin
$1.98M -$6.24K -130 -0.3%

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.