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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
PRC
626
Pearl River Capital
Michigan
$1.12M +$272K +6,900 +33%
TMAM
627
Tokio Marine Asset Management
Japan
$1.11M +$141K +3,590 +15%
OTPPB
628
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.1M +$840K +21,310 +344%
HFM
629
Harvest Fund Management
China
$1.1M +$226K +5,730 +26%
LC
630
Lavaca Capital
Texas
$1.08M +$788 +20 +0.1%
ZB
631
Zions Bancorporation
Utah
$1.08M +$76.8K +1,950 +8%
Luther King Capital Management (LKCM)
632
Luther King Capital Management (LKCM)
Texas
$1.08M
NA
633
Navellier & Associates
Nevada
$1.08M +$57.9K +1,470 +6%
1WA
634
180 Wealth Advisors
Washington
$1.07M +$281K +7,140 +36%
ZF
635
Zhang Financial
Michigan
$1.07M +$35.5K +900 +3%
EWM
636
Empirical Wealth Management
Washington
$1.06M +$84.3K +2,140 +9%
LAM
637
L2 Asset Management
Massachusetts
$1.06M +$1.04M +26,460 New
BSW
638
Buckingham Strategic Wealth
Missouri
$1.06M
QI
639
Qtron Investments
Massachusetts
$1.06M -$102K -2,590 -9%
PE
640
Point72 Europe
United Kingdom
$1.04M +$1.02M +26,000 New
WI
641
Wintrust Investments
Illinois
$1.04M +$231K +5,870 +29%
BW
642
Bison Wealth
Georgia
$1.03M -$20.5K -520 -2%
Federated Hermes
643
Federated Hermes
Pennsylvania
$1.03M -$1.18K -30 -0.1%
BC
644
Burney Company
Virginia
$1.03M -$21.7K -550 -2%
QIM
645
Quantitative Investment Management
Virginia
$1.03M +$234K +5,950 +30%
PWMAG
646
Pinnacle Wealth Management Advisory Group
New Jersey
$1.02M +$61.1K +1,550 +6%
CPWA
647
Cerro Pacific Wealth Advisors
California
$1.01M +$188K +4,760 +23%
TA
648
Tectonic Advisors
Texas
$1.01M +$56K +1,420 +6%
WTC
649
WhitTier Trust Company
Nevada
$999K -$1.18K -30 -0.1%
IFWM
650
Institute for Wealth Management
Colorado
$996K -$13.8K -350 -1%

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.