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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
DC
576
Davenport & Co
Virginia
$1.41M -$28.4K -720 -2%
PCA
577
Peddock Capital Advisors
Massachusetts
$1.41M +$93K +2,360 +7%
NSB
578
Norway Savings Bank
Maine
$1.4M -$212K -5,380 -13%
TFS
579
Thoroughbred Financial Services
Tennessee
$1.4M -$237K -6,010 -15%
BCV
580
Banque Cantonale Vaudoise
Switzerland
$1.4M +$78.4K +1,990 +6%
GT
581
Greenleaf Trust
Michigan
$1.39M -$19.3K -490 -1%
LA
582
Lindenwold Advisors
Pennsylvania
$1.39M +$98.5K +2,500 +8%
CRC
583
Curi RMB Capital
Illinois
$1.39M +$5.91K +150 +0.4%
DADC
584
D.A. Davidson & Co
Montana
$1.38M +$61.5K +1,560 +5%
IFS
585
Ifrah Financial Services
Arkansas
$1.38M -$31.1K -790 -2%
MCM
586
MAI Capital Management
Ohio
$1.37M +$117K +2,960 +9%
FI
587
Fosun International
China
$1.37M +$1.06M +26,900 +361%
FFWA
588
FRG Family Wealth Advisors
Washington
$1.36M
P
589
Pitcairn
Pennsylvania
$1.33M +$604K +15,320 +85%
KWM
590
Kingsview Wealth Management
Oregon
$1.31M +$527K +13,360 +69%
BAM
591
Belpointe Asset Management
Nevada
$1.3M +$199K +5,040 +18%
DCM
592
Dupont Capital Management
Delaware
$1.3M +$3.15K +80 +0.2%
HIC
593
Holderness Investments Company
North Carolina
$1.29M
PPG
594
Peak Planning Group
Colorado
$1.29M -$29.6K -750 -2%
BRWA
595
B. Riley Wealth Advisors
Florida
$1.29M -$413K -10,490 -25%
CBT
596
Central Bank & Trust
Kentucky
$1.28M -$16.6K -420 -1%
LHC
597
Little House Capital
Massachusetts
$1.28M -$72.9K -1,850 -5%
MMG
598
Monetary Management Group
Missouri
$1.27M
DT
599
Diversified Trust
Tennessee
$1.27M +$474K +12,040 +61%
TF
600
TIAA FSB
Florida
$1.27M +$6.31K +160 +0.5%

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.