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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
MFG
726
Monte Financial Group
Connecticut
$668K +$660K +16,740 New
SI
727
Scharf Investments
California
$665K -$407K -10,330 -38%
PIM
728
Penobscot Investment Management
Massachusetts
$665K +$118K +3,000 +22%
NB
729
Northwest Bancshares
Pennsylvania
$660K
PFA
730
Pathway Financial Advisers
Indiana
$660K -$788 -20 -0.1%
ACM
731
Advisors Capital Management
New Jersey
$656K +$111K +2,820 +21%
AOWM
732
Alpha Omega Wealth Management
Virginia
$656K -$41.4K -1,050 -6%
AAS
733
Ameritas Advisory Services
Nebraska
$655K +$651K +16,510 New
SAM
734
Shell Asset Management
Netherlands
$651K
CT
735
Caldwell Trust
Florida
$649K
TAM
736
Trust Asset Management
Texas
$645K -$27.2K -690 -4%
TA
737
TFG Advisers
Michigan
$640K +$55.2K +1,400 +10%
PP
738
PDT Partners
New York
$640K +$632K +16,040 New
MNBTD
739
Moody National Bank Trust Division
Texas
$639K
PA
740
Parallel Advisors
California
$632K +$20.1K +510 +3%
CSPIA
741
Cary Street Partners Investment Advisory
Virginia
$630K -$4.33K -110 -0.7%
JSC
742
Jackson Square Capital
California
$629K +$52.4K +1,330 +9%
MG
743
Mather Group
Illinois
$628K -$3.55K -90 -0.6%
RGF
744
Retirement Guys Formula
Ohio
$626K +$13K +330 +2%
EFL
745
ERn Financial LLC
Wisconsin
$624K +$8.28K +210 +1%
SM
746
STF Management
Texas
$618K +$240K +6,090 +65%
GTAM
747
Global Trust Asset Management
Florida
$618K +$39.4K +1,000 +7%
DIP
748
Davis Investment Partners
North Carolina
$615K
JIC
749
Johnson Investment Counsel
Ohio
$613K +$35.1K +890 +6%
Empower Advisory Group
750
Empower Advisory Group
Colorado
$613K +$605K +15,360 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.