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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
LTAS
701
Linden Thomas Advisory Services
North Carolina
$728K +$201K +5,110 +39%
CCA
702
Checchi Capital Advisers
California
$724K -$1.58K -40 -0.2%
FHA
703
Flagship Harbor Advisors
Massachusetts
$721K +$246K +6,230 +53%
NL
704
NVWM LLC
Pennsylvania
$717K +$348K +8,830 +97%
CF
705
Copperwynd Financial
Arizona
$716K -$27.2K -690 -4%
CAM
706
Cypress Asset Management
Texas
$714K -$3.94K -100 -0.6%
RTC
707
Riverview Trust Company
Washington
$710K -$21.3K -540 -3%
GC
708
Grimes & Company
Massachusetts
$710K -$182K -4,630 -21%
CCIA
709
Campbell & Co Investment Adviser
Maryland
$710K +$701K +17,780 New
EWS
710
Evergreen Wealth Solutions
Pennsylvania
$702K +$19.7K +500 +3%
MM
711
MQS Management
New York
$698K +$689K +17,490 New
GW
712
GW & Wade
Massachusetts
$695K -$1.58K -40 -0.2%
SCA
713
Snowden Capital Advisors
New York
$693K -$34.7K -880 -5%
SW
714
SVB Wealth
Massachusetts
$693K -$169K -4,280 -20%
CA
715
Cetera Advisors
Colorado
$692K +$136K +3,440 +25%
AA
716
AlphaQ Advisors
Florida
$687K -$87.9K -2,230 -11%
DU
717
Delphia (USA)
Ontario, Canada
$685K +$93.4K +2,370 +16%
SFS
718
Stiles Financial Services
Minnesota
$685K +$31.9K +810 +5%
BS
719
Bessemer Securities
New York
$681K
MF
720
Magnetar Financial
Illinois
$681K +$672K +17,060 New
UCFA
721
United Capital Financial Advisors
Texas
$678K -$35.5K -900 -5%
OFG
722
OmniStar Financial Group
North Carolina
$678K -$52K -1,320 -7%
CI
723
Cigna Investments
Connecticut
$676K -$27.6K -700 -4%
FMAEN1
724
Fund Management at Engine No 1
California
$670K +$46.9K +1,190 +8%
FCB
725
First County Bank
Connecticut
$668K

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.