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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
MFG
601
Monumental Financial Group
Maryland
$1.26M +$78K +1,980 +7%
SIA
602
Strategic Investment Advisors
Michigan
$1.25M +$89.9K +2,280 +8%
HIM
603
Hanlon Investment Management
New Jersey
$1.24M +$1.23M +31,120 New
MWM
604
Meridian Wealth Management
Kentucky
$1.24M -$20.5K -520 -2%
BWM
605
BNC Wealth Management
Oregon
$1.24M +$31.9K +810 +3%
VI
606
Versor Investments
New York
$1.24M +$433K +10,980 +55%
RWM
607
Ritholtz Wealth Management
New York
$1.24M +$103K +2,610 +9%
Wolverine Trading
608
Wolverine Trading
Illinois
$1.23M -$166M -4,206,320 -99%
AWM
609
Avitas Wealth Management
California
$1.22M -$788 -20 -0.1%
LCM
610
Leisure Capital Management
California
$1.21M -$936K -23,740 -44%
AWM
611
Apollon Wealth Management
South Carolina
$1.21M -$50K -1,270 -4%
PL
612
Perpetual Ltd
Australia
$1.19M +$1.18M +29,860 New
MAS
613
Meeder Advisory Services
Ohio
$1.19M -$157K -3,990 -12%
PAM
614
Palisade Asset Management
Minnesota
$1.19M +$1.97K +50 +0.2%
AI
615
AXS Investments
New York
$1.19M +$39.4K +1,000 +3%
LA
616
Lifeworks Advisors
Michigan
$1.19M -$512K -12,980 -30%
RSA
617
River Street Advisors
Illinois
$1.18M +$25.2K +640 +2%
FLPIM
618
F.L. Putnam Investment Management
Massachusetts
$1.18M -$1.07M -27,250 -48%
PCH
619
PGIM Custom Harvest
New Jersey
$1.17M +$45.7K +1,160 +4%
AS
620
Altshuler Shaham
Israel
$1.16M -$72.9K -1,850 -6%
JWA
621
JFS Wealth Advisors
Pennsylvania
$1.16M -$788 -20 -0.1%
BCM
622
Boltwood Capital Management
California
$1.15M -$68.6K -1,740 -6%
KI
623
Kula Investments
Illinois
$1.15M +$1.13M +28,750 New
EF
624
Empowered Funds
Pennsylvania
$1.14M +$1.13M +28,620 New
BA
625
Bristlecone Advisors
Washington
$1.13M

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.