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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
IAA
676
Independent Advisor Alliance
North Carolina
$833K +$822K +20,860 New
VEA
677
Virtus ETF Advisers
New York
$832K -$224K -5,690 -21%
WPW
678
Waldron Private Wealth
Pennsylvania
$831K +$821K +20,820 New
ESCM
679
Echo Street Capital Management
New York
$823K +$391K +9,910 +93%
CGL
680
Clarius Group LLC
Washington
$806K -$19.3K -490 -2%
GFG
681
Greystone Financial Group
Michigan
$801K -$5.91K -150 -0.7%
LFM
682
Lumina Fund Management
New York
$798K
ADMI
683
Albert D. Mason Inc
Massachusetts
$794K +$34.3K +870 +5%
Kovitz Investment Group Partners
684
Kovitz Investment Group Partners
Illinois
$793K -$41.4K -1,050 -5%
EMG
685
ETF Managers Group
New Jersey
$792K -$3.14M -79,730 -80%
TPW
686
Transatlantique Private Wealth
New York
$786K +$5.91K +150 +0.8%
NIC
687
Northwest Investment Counselors
Oregon
$786K -$3.94K -100 -0.5%
SAI
688
Systematic Alpha Investments
New Jersey
$783K
HCM
689
Hollencrest Capital Management
California
$781K +$541K +13,730 +236%
STAS
690
Strong Tower Advisory Services
Minnesota
$771K +$14.2K +360 +2%
UB
691
UMB Bank
Missouri
$764K +$19.3K +490 +3%
EWM
692
EPG Wealth Management
Georgia
$763K +$430K +10,900 +133%
WT
693
Whittier Trust
California
$759K +$160K +4,050 +27%
UH
694
Unigestion Holding
Switzerland
$755K -$265K -6,730 -26%
SFA
695
Souders Financial Advisors
Ohio
$752K -$13.8K -350 -2%
AWA
696
Alta Wealth Advisors
Massachusetts
$751K
OIA
697
OneDigital Investment Advisors
Kansas
$744K +$29.6K +750 +4%
BAM
698
Blueshift Asset Management
New Jersey
$742K +$733K +18,590 New
MYAM
699
Meiji Yasuda Asset Management
Japan
$736K +$51.2K +1,300 +8%
CCG
700
Cypress Capital Group
Florida
$735K +$726K +18,420 New

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.