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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
S
751
SignatureFD
Georgia
$610K -$4.73K -120 -0.8%
HL
752
HeadInvest LLC
Maine
$603K -$7.49K -190 -1%
1IA
753
1834 Investment Advisors
Wisconsin
$603K +$595K +15,100 New
FHB
754
First Hawaiian Bank
Hawaii
$601K +$67.4K +1,710 +13%
ARMT
755
Amica Retiree Medical Trust
Rhode Island
$600K +$165K +4,190 +39%
MCM
756
McKinley Capital Management
Alaska
$600K +$592K +15,030 New
BC
757
BIT Capital
Germany
$599K
YMRC
758
Yorktown Management & Research Company
Virginia
$599K
TSS
759
Two Sigma Securities
New York
$592K -$908K -23,030 -61%
CNBT
760
Canandaigua National Bank & Trust
New York
$583K +$576K +14,610 New
GAM
761
Griffin Asset Management
New York
$583K
MC
762
Moors & Cabot
Massachusetts
$577K -$4.73K -120 -0.8%
CIM
763
CIM Investment Management
Pennsylvania
$572K +$25.2K +640 +5%
CW
764
Connectus Wealth
Ohio
$571K
Loomis, Sayles & Company
765
Loomis, Sayles & Company
Massachusetts
$564K +$514K +13,050 +1,208%
NDSI
766
Newman Dignan & Sheerar Inc
Rhode Island
$561K -$9.06K -230 -2%
SC
767
Savant Capital
Illinois
$561K +$148K +3,750 +36%
BHPW
768
Beverly Hills Private Wealth
California
$560K +$73.3K +1,860 +15%
FCI
769
Financial Counselors Inc
Kansas
$556K -$75.7K -1,920 -12%
RIL
770
Rothschild Investment LLC
Illinois
$549K -$73.3K -1,860 -12%
LA
771
LBP AM
France
$548K -$81.6K -2,070 -13%
NFSG
772
Newbridge Financial Services Group
Florida
$544K -$18.9K -480 -3%
SWS
773
SYSTM Wealth Solutions
Illinois
$540K -$1.97M -49,890 -79%
BTI
774
Blue Trust Inc
Georgia
$540K -$3.15K -80 -0.6%
Carson Wealth (CWM LLC)
775
Carson Wealth (CWM LLC)
Nebraska
$540K +$5.12K +130 +1%

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.