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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
CM
751
Columbus Macro
Pennsylvania
$802K -$8.63K -180 -1%
CA
752
Cetera Advisors
Colorado
$793K +$73.9K +1,540 +10%
GW
753
GW & Wade
Massachusetts
$791K -$7.67K -160 -0.9%
YIH
754
Y-Intercept (HK)
Hong Kong
$786K +$822K +17,130 New
SFA
755
Sequoia Financial Advisors
Ohio
$782K +$53.2K +1,110 +7%
EWM
756
EPG Wealth Management
Georgia
$782K -$96.9K -2,020 -11%
CF
757
Copperwynd Financial
Arizona
$782K -$48.4K -1,010 -6%
PL
758
Perpetual Ltd
Australia
$775K -$721K -15,040 -47%
FCB
759
First County Bank
Connecticut
$775K +$31.2K +650 +4%
PA
760
Parallel Advisors
California
$772K +$22.1K +460 +3%
MFG
761
Merit Financial Group
Georgia
$770K -$88.2K -1,840 -10%
AA
762
AlphaQ Advisors
Florida
$766K -$36.9K -770 -4%
HL
763
HeadInvest LLC
Maine
$766K +$29.3K +610 +4%
CSPIA
764
Cary Street Partners Investment Advisory
Virginia
$764K -$45.6K -950 -5%
BTI
765
Blue Trust Inc
Georgia
$763K +$88.7K +1,850 +13%
1IA
766
1834 Investment Advisors
Wisconsin
$751K +$92.1K +1,920 +13%
OMC
767
Old Mission Capital
Illinois
$749K +$783K +16,330 New
CP
768
Cumberland Partners
Ontario, Canada
$748K +$782K +16,310 New
VEA
769
Virtus ETF Advisers
New York
$746K -$209K -4,350 -21%
SAM
770
Shell Asset Management
Netherlands
$743K -$3.84K -80 -0.5%
TAM
771
Trust Asset Management
Texas
$741K
HWAM
772
Hennion & Walsh Asset Management
New Jersey
$739K +$169K +3,520 +28%
First Manhattan
773
First Manhattan
New York
$739K +$728K +15,170 +1,597%
FCI
774
Financial Counselors Inc
Kansas
$733K +$16.3K +340 +2%
PFA
775
Pathway Financial Advisers
Indiana
$730K +$762K +15,890 New

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.