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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
CT
701
Caldwell Trust
Florida
$492K
WI
702
Wahed Invest
New York
$490K +$9.01K +260 +2%
CSPIA
703
Cary Street Partners Investment Advisory
Virginia
$486K -$89K -2,570 -14%
MNBTD
704
Moody National Bank Trust Division
Texas
$485K
RIL
705
Rothschild Investment LLC
Illinois
$481K -$58.9K -1,700 -10%
CNC
706
Canandaigua National Corp
New York
$470K +$538K +15,520 New
BAMF
707
BI Asset Management Fondsmaeglerselskab
Denmark
$469K -$248K -7,150 -32%
DG
708
DMC Group
Alabama
$469K -$34.6K -1,000 -6%
TPW
709
Transatlantique Private Wealth
New York
$469K
SSCA
710
South Shore Capital Advisors
Massachusetts
$469K +$7.62K +220 +1%
DMBA
711
Deseret Mutual Benefit Administrators
Utah
$466K -$182K -5,260 -25%
HCM
712
HM Capital Management
Missouri
$462K +$2.08K +60 +0.4%
HL
713
HeadInvest LLC
Maine
$458K +$32.6K +940 +7%
CAM
714
Cresset Asset Management
Illinois
$455K -$182K -5,260 -26%
KWMG
715
King Wealth Management Group
Florida
$454K
YMRC
716
Yorktown Management & Research Company
Virginia
$454K
CI
717
Conning Inc
Connecticut
$452K -$22.9K -660 -4%
ARMT
718
Amica Retiree Medical Trust
Rhode Island
$452K +$517K +14,920 New
HIM
719
Hillsdale Investment Management
Ontario, Canada
$451K -$104K -3,000 -17%
WT
720
Whittier Trust
California
$447K -$5.2K -150 -1%
CA
721
Cetera Advisors
Colorado
$445K -$4.85K -140 -0.9%
TIA
722
Traphagen Investment Advisors
New Jersey
$443K +$1.04K +30 +0%
GAM
723
Griffin Asset Management
New York
$442K
IAA
724
Independent Advisor Alliance
North Carolina
$441K +$44K +1,270 +10%
NFSG
725
Newbridge Financial Services Group
Florida
$438K -$135K -3,890 -21%

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.