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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
First Trust Advisors
51
First Trust Advisors
Illinois
$144M -$109M -2,766,550 -43%
JP Morgan Chase
52
JP Morgan Chase
New York
$138M +$48.1M +1,219,870 +55%
Parnassus Investments
53
Parnassus Investments
California
$137M -$37.7M -957,060 -22%
CS
54
Credit Suisse
Switzerland
$137M -$3.08M -78,070 -2%
Bessemer Group
55
Bessemer Group
New Jersey
$134M +$1.41M +35,740 +1%
Allianz Asset Management
56
Allianz Asset Management
Germany
$130M +$29.2M +740,100 +29%
Boston Partners
57
Boston Partners
Massachusetts
$127M -$26.4M -670,740 -17%
Millennium Management
58
Millennium Management
New York
$127M +$94.9M +2,408,750 +313%
Lord, Abbett & Co
59
Lord, Abbett & Co
New Jersey
$124M -$29.5M -747,470 -19%
Wells Fargo
60
Wells Fargo
California
$120M -$917K -23,260 -0.8%
Truist Financial
61
Truist Financial
North Carolina
$119M +$2.89M +73,210 +3%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$117M -$113M -2,858,040 -49%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$109M +$1.42B +36,153,910 +1,415%
Korea Investment Corp
64
Korea Investment Corp
South Korea
$109M +$8.39M +212,860 +8%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$106M +$3.3M +83,700 +3%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$103M -$18.2M -463,070 -15%
Bank Julius Baer & Co
67
Bank Julius Baer & Co
Switzerland
$99.9M -$561K -14,240 -0.6%
Victory Capital Management
68
Victory Capital Management
Texas
$99.1M +$746K +18,920 +0.8%
Nordea Investment Management
69
Nordea Investment Management
Sweden
$97.5M -$860K -21,810 -0.9%
Mirae Asset Global Investments
70
Mirae Asset Global Investments
South Korea
$97.1M +$334K +8,480 +0.3%
National Pension Service
71
National Pension Service
South Korea
$96.9M -$3.67M -93,160 -4%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$95.1M -$1.49M -37,900 -2%
Impax Asset Management Group
73
Impax Asset Management Group
United Kingdom
$94.9M +$13.4M +341,000 +17%
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$94.7M +$92M +2,333,670 +6,146%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$93.5M -$7.05M -178,870 -7%

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.