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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
TA
726
TFG Advisers
Michigan
$891K +$92.6K +1,930 +11%
SC
727
Savant Capital
Illinois
$883K +$100K +2,090 +12%
WT
728
Whittier Trust
California
$881K +$11.5K +240 +1%
SFS
729
Stiles Financial Services
Minnesota
$877K -$41.7K -870 -4%
TCOT
730
Trust Company of Toledo
Ohio
$874K +$22.5K +470 +3%
CA
731
Cornerstone Advisors
North Carolina
$871K -$144K -3,000 -14%
MFG
732
Monte Financial Group
Connecticut
$866K -$3.84K -80 -0.4%
QI
733
Qtron Investments
Massachusetts
$864K -$364K -7,600 -29%
Kovitz Investment Group Partners
734
Kovitz Investment Group Partners
Illinois
$854K -$53.7K -1,120 -6%
UCFA
735
United Capital Financial Advisors
Texas
$850K +$83K +1,730 +10%
JIC
736
Johnson Investment Counsel
Ohio
$849K +$50.4K +1,050 +6%
AWA
737
Alta Wealth Advisors
Massachusetts
$849K -$14.4K -300 -2%
CCG
738
Cypress Capital Group
Florida
$841K
MWM
739
MorganRosel Wealth Management
Colorado
$840K +$878K +18,310 New
GC
740
Grimes & Company
Massachusetts
$839K +$48.9K +1,020 +6%
CGFA
741
Colton Groome Financial Advisors
North Carolina
$832K +$870K +18,150 New
MYAM
742
Meiji Yasuda Asset Management
Japan
$827K +$71.9K +1,500 +9%
NP
743
NorthRock Partners
Minnesota
$819K +$244K +5,080 +40%
CCA
744
Checchi Capital Advisers
California
$818K -$33.6K -700 -4%
CAM
745
Cypress Asset Management
Texas
$817K
RTC
746
Riverview Trust Company
Washington
$816K
WFC
747
Western Financial Corp
California
$813K -$44.1K -920 -5%
Point72 Asset Management
748
Point72 Asset Management
Connecticut
$810K +$500K +10,420 +144%
SMH
749
Sanders Morris Harris
Texas
$807K
EWS
750
Evergreen Wealth Solutions
Pennsylvania
$805K -$53.2K -1,110 -6%

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.