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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
ATC
651
Argent Trust Co
Tennessee
$990K -$157K -3,990 -14%
LNC
652
Lincoln National Corp
Pennsylvania
$990K +$31.5K +800 +3%
MFGM
653
Marshall Financial Group (Maryland)
Maryland
$983K -$313K -7,940 -24%
MAM
654
Martingale Asset Management
Massachusetts
$974K -$75.7K -1,920 -7%
MMPW
655
Mitchell McLeod Pugh & Williams
Alabama
$965K
AIP
656
Almanack Investment Partners
Pennsylvania
$958K
CIM
657
Chapman Investment Management
California
$956K
CIM
658
Contravisory Investment Management
Massachusetts
$952K +$218K +5,520 +30%
FTDI
659
First Trust Direct Indexing
Massachusetts
$948K +$28.8K +730 +3%
IAN
660
Integrated Advisors Network
Texas
$938K +$403K +10,230 +77%
MIH
661
Meitav Investment House
Israel
$927K
PWP
662
Private Wealth Partners
California
$918K +$906K +23,000 New
GL
663
Graypoint LLC
New York
$915K +$40.6K +1,030 +5%
SIP
664
Stoneridge Investment Partners
Pennsylvania
$911K +$900K +22,830 New
CCM
665
Coldstream Capital Management
Washington
$898K -$46.5K -1,180 -5%
LC
666
Lindbrook Capital
California
$888K +$301K +7,640 +52%
RJT
667
Raymond James Trust
Florida
$885K +$8.28K +210 +1%
Credit Agricole
668
Credit Agricole
France
$875K +$378K +9,600 +78%
HWM
669
HB Wealth Management
Georgia
$871K -$1.95M -49,370 -69%
EGA
670
E&G Advisors
Texas
$866K
MA
671
Mutual Advisors
Nebraska
$863K +$5.12K +130 +0.6%
SA
672
SRN Advisors
Pennsylvania
$863K +$210K +5,340 +32%
DAS
673
Dynamic Advisor Solutions
Arizona
$855K -$7.09K -180 -0.8%
CC
674
Corton Capital
Ontario, Canada
$843K +$198K +5,030 +31%
WFC
675
Western Financial Corp
California
$833K -$2.37K -60 -0.3%

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.