We are live on ! Find out more

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
LNWWM
601
Laird Norton Wetherby Wealth Management
California
$1.73M -$63.3K -1,320 -3%
DCM
602
Davidson Capital Management
Texas
$1.72M -$10.6K -220 -0.6%
KWM
603
Kingsview Wealth Management
Oregon
$1.71M -$1.38M -28,750 -44%
KWA
604
KCS Wealth Advisory
California
$1.7M -$159K -3,310 -8%
GAG
605
GM Advisory Group
New York
$1.69M -$158K -3,300 -8%
GT
606
Greenleaf Trust
Michigan
$1.66M +$10.6K +220 +0.6%
PAG
607
Private Advisor Group
New Jersey
$1.66M -$653K -13,610 -27%
FI
608
Fosun International
China
$1.63M -$276K -5,750 -14%
PCA
609
Peddock Capital Advisors
Massachusetts
$1.63M +$1.92K +40 +0.1%
SCM
610
Stevens Capital Management
Pennsylvania
$1.62M +$1.15M +23,880 +210%
ACL
611
Applied Capital LLC
Florida
$1.61M -$33.6K -700 -2%
DA
612
Dover Advisors
Virginia
$1.61M -$480 -10 -0%
BIAS
613
Beacon Investment Advisory Services
New Jersey
$1.61M
THWM
614
Taylor Hoffman Wealth Management
Virginia
$1.6M -$4.8K -100 -0.3%
SW
615
SteelPeak Wealth
California
$1.6M +$703K +14,650 +72%
GCM
616
Graham Capital Management
Connecticut
$1.59M -$83.9K -1,750 -5%
FDS
617
Freedom Day Solutions
Texas
$1.57M -$106K -2,200 -6%
O
618
Ossiam
France
$1.56M -$28.8M -599,890 -95%
LA
619
Legacy Advisors
Pennsylvania
$1.56M +$439K +9,160 +37%
FFWA
620
FRG Family Wealth Advisors
Washington
$1.56M
EWM
621
Empirical Wealth Management
Washington
$1.56M +$127K +2,650 +8%
CD
622
Chapin Davis
Maryland
$1.54M +$1.61M +33,590 New
CC
623
Centiva Capital
New York
$1.54M +$1.61M +33,580 New
IFS
624
Ifrah Financial Services
Arkansas
$1.54M -$14.4K -300 -0.9%
TPM
625
Triasima Portfolio Management
Quebec, Canada
$1.54M +$1.61M +33,510 New

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.