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1,276 hedge funds and large institutions have $55B invested in KLA in 2023 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 460 increasing their positions, 463 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 74

8.63% more ownership

Funds ownership: 869.54%878.17% (+8.6%)

4% more funds holding

Funds holding: 1,2241,276 (+52)

1% less repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 463

5% less capital invested

Capital invested by funds: $57.7B → $55B (-$2.72B)

7% less call options, than puts

Call options by funds: $637M | Put options by funds: $688M

11% less funds holding in top 10

Funds holding in top 10: 3834 (-4)

Holders
1,276
Holders Change
+52
Holders Change %
+4.25%
% of All Funds
20.25%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
137
Increased
460
Reduced
463
Closed
74
Calls
$637M
Puts
$688M
Net Calls
-$50.7M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
701
Mutual Advisors
Nebraska
$1.01M +$21.6K +450 +2%
WC
702
Wexford Capital
Florida
$998K +$1.04M +21,750 New
Carson Wealth (CWM LLC)
703
Carson Wealth (CWM LLC)
Nebraska
$991K +$171K +3,570 +20%
SA
704
SRN Advisors
Pennsylvania
$991K +$21.1K +440 +2%
EFM
705
Eley Financial Management
Vermont
$989K +$1.04M +21,590 New
IAN
706
Integrated Advisors Network
Texas
$988K -$14.4K -300 -1%
ADMI
707
Albert D. Mason Inc
Massachusetts
$988K +$29.7K +620 +3%
CANY
708
Caxton Associates (New York)
New York
$982K +$524K +10,930 +104%
OIA
709
OneDigital Investment Advisors
Kansas
$979K +$138K +2,880 +16%
LTL
710
Lowery Thomas LLC
California
$969K
MG
711
Mather Group
Illinois
$967K +$178K +3,710 +21%
UB
712
UMB Bank
Missouri
$960K +$26.4K +550 +3%
GA
713
GraniteShares Advisors
New York
$951K +$995K +20,740 New
1WA
714
180 Wealth Advisors
Washington
$950K -$129K -2,690 -11%
FHB
715
First Hawaiian Bank
Hawaii
$939K +$150K +3,120 +18%
NL
716
NVWM LLC
Pennsylvania
$930K +$23K +480 +2%
SMC
717
Smith, Moore & Co
Missouri
$929K +$972K +20,260 New
IIC
718
Ironwood Investment Counsel
Arizona
$924K -$65.2K -1,360 -1%
TPW
719
Transatlantique Private Wealth
New York
$921K +$13.4K +280 +1%
LFM
720
Lumina Fund Management
New York
$917K
SAI
721
Systematic Alpha Investments
New Jersey
$899K
STAS
722
Strong Tower Advisory Services
Minnesota
$899K -$20.1K -420 -2%
HCM
723
Hollencrest Capital Management
California
$897K
FMAEN1
724
Fund Management at Engine No 1
California
$897K +$81.1K +1,690 +9%
KIC
725
Keating Investment Counselors
Florida
$894K +$528K +11,000 +129%

KLAC Hedge Fund Activity: Q3 2023 in Review

1,276 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q3 2023, worth a combined $55B — down 4.7% from $57.7B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new KLAC positions and 74 closed out — a net gain of 63 holders — while 460 added to existing stakes and 463 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $192M. The largest seller was Fidelity International, cutting an estimated $211M.

  • 1,276 institutional investors held KLA (KLAC) as of Q3 2023, up from 1,224 in Q2 2023.
  • Funds reported $55B of KLA stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 137 funds opened new KLA positions in Q3 2023 and 74 closed out, a net change of +63 holders.
  • The largest KLA buyer in Q3 2023 was Goldman Sachs, an estimated $192M added.
  • The largest KLA seller in Q3 2023 was Fidelity International, an estimated $211M sold.

Based on aggregated 13F filings for Q3 2023.