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1,057 hedge funds and large institutions have $38.6B invested in KLA in 2022 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 361 increasing their positions, 435 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

37.98% more ownership

Funds ownership: 870.8%908.78% (+38%)

21% more call options, than puts

Call options by funds: $518M | Put options by funds: $427M

3% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 104

1% less funds holding

Funds holding: 1,0701,057 (-13)

6% less capital invested

Capital invested by funds: $41B → $38.6B (-$2.41B)

17% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 435

32% less funds holding in top 10

Funds holding in top 10: 2819 (-9)

Holders
1,057
Holders Change
-13
Holders Change %
-1.21%
% of All Funds
18.21%
Holding in Top 10
19
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-32.14%
% of All Funds
0.33%
New
107
Increased
361
Reduced
435
Closed
104
Calls
$518M
Puts
$427M
Net Calls
+$90.6M
Net Calls Change
+$98.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
651
Cypress Asset Management
Texas
$655K -$62.3K -1,800 -8%
TA
652
Tectonic Advisors
Texas
$655K +$71.3K +2,060 +11%
EWM
653
Empirical Wealth Management
Washington
$654K +$154K +4,440 +26%
WFC
654
Western Financial Corp
California
$653K -$101K -2,920 -12%
UCFA
655
United Capital Financial Advisors
Texas
$653K +$433K +12,510 +138%
NIC
656
Northwest Investment Counselors
Oregon
$644K
Carson Wealth (CWM LLC)
657
Carson Wealth (CWM LLC)
Nebraska
$638K +$68.2K +1,970 +10%
CGL
658
Clarius Group LLC
Washington
$635K +$87.3K +2,520 +14%
Kovitz Investment Group Partners
659
Kovitz Investment Group Partners
Illinois
$634K -$34.6K -1,000 -5%
S
660
SignatureFD
Georgia
$631K -$70.3K -2,030 -9%
ZF
661
Zhang Financial
Michigan
$629K +$346 +10 +0%
LFM
662
Lumina Fund Management
New York
$605K +$693K +20,000 New
SAI
663
Systematic Alpha Investments
New Jersey
$593K
VIA
664
Vident Investment Advisory
Georgia
$592K +$112K +3,220 +14%
DT
665
Diversified Trust
Tennessee
$588K +$66.5K +1,920 +11%
KWM
666
Kingsview Wealth Management
Oregon
$588K +$184K +5,300 +38%
STAS
667
Strong Tower Advisory Services
Minnesota
$579K +$20.8K +600 +3%
EWS
668
Evergreen Wealth Solutions
Pennsylvania
$575K -$74.1K -2,140 -10%
ADMI
669
Albert D. Mason Inc
Massachusetts
$574K +$81K +2,340 +14%
CF
670
Copperwynd Financial
Arizona
$571K -$24.2K -700 -4%
VEA
671
Virtus ETF Advisers
New York
$570K -$122K -3,530 -16%
MYAM
672
Meiji Yasuda Asset Management
Japan
$570K -$42.3K -1,220 -6%
RTC
673
Riverview Trust Company
Washington
$563K +$104K +2,990 +19%
MWM
674
MorganRosel Wealth Management
Colorado
$562K -$63K -1,820 -9%
CCA
675
Checchi Capital Advisers
California
$562K -$28.1K -810 -4%

KLAC Hedge Fund Activity: Q3 2022 in Review

1,057 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q3 2022, worth a combined $38.6B — down 5.9% from $41B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new KLAC positions and 104 closed out — a net gain of 3 holders — while 361 added to existing stakes and 435 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $806M. The largest seller was T. Rowe Price Associates, cutting an estimated $419M.

  • 1,057 institutional investors held KLA (KLAC) as of Q3 2022, down from 1,070 in Q2 2022.
  • Funds reported $38.6B of KLA stock for Q3 2022, down 5.9% quarter-over-quarter.
  • 107 funds opened new KLA positions in Q3 2022 and 104 closed out, a net change of +3 holders.
  • The largest KLA buyer in Q3 2022 was Janus Henderson Group, an estimated $806M added.
  • The largest KLA seller in Q3 2022 was T. Rowe Price Associates, an estimated $419M sold.

Based on aggregated 13F filings for Q3 2022.