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1,057 hedge funds and large institutions have $38.6B invested in KLA in 2022 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 361 increasing their positions, 435 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

37.98% more ownership

Funds ownership: 870.8%908.78% (+38%)

21% more call options, than puts

Call options by funds: $518M | Put options by funds: $427M

3% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 104

1% less funds holding

Funds holding: 1,0701,057 (-13)

6% less capital invested

Capital invested by funds: $41B → $38.6B (-$2.41B)

17% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 435

32% less funds holding in top 10

Funds holding in top 10: 2819 (-9)

Holders
1,057
Holders Change
-13
Holders Change %
-1.21%
% of All Funds
18.21%
Holding in Top 10
19
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-32.14%
% of All Funds
0.33%
New
107
Increased
361
Reduced
435
Closed
104
Calls
$518M
Puts
$427M
Net Calls
+$90.6M
Net Calls Change
+$98.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
776
Prio Wealth Limited Partnership
Massachusetts
$328K
CWAG
777
Compton Wealth Advisory Group
Virginia
$328K -$109K -3,150 -23%
WAG
778
Winthrop Advisory Group
Massachusetts
$325K +$693 +20 +0.2%
TSS
779
Two Sigma Securities
New York
$324K +$371K +10,710 New
HCM
780
Howland Capital Management
Massachusetts
$323K
MC
781
Moors & Cabot
Massachusetts
$323K +$370K +10,670 New
AIA
782
AIMZ Investment Advisors
California
$320K
BDF
783
Balasa Dinverno & Foltz
$319K -$82.8K -2,390 -18%
OQS
784
Occudo Quantitative Strategies
Florida
$317K +$363K +10,480 New
CFG
785
Cooper Financial Group
California
$316K +$77.2K +2,230 +27%
IA
786
IFP Advisors
Florida
$315K +$958K +27,670 +260%
FSA
787
Fort Sheridan Advisors
Illinois
$314K +$32.6K +940 +10%
FMLI
788
Fukoku Mutual Life Insurance
Japan
$312K
SIA
789
Schechter Investment Advisors
Michigan
$311K -$345K -9,970 -49%
BPA
790
Beacon Pointe Advisors
California
$311K +$14.9K +430 +4%
SFA
791
Sequoia Financial Advisors
Ohio
$310K -$43.3K -1,250 -11%
PWPS
792
Pinnacle Wealth Planning Services
Ohio
$310K -$7.97K -230 -2%
MS
793
Maven Securities
Jersey
$309K -$435K -12,550 -55%
FM
794
Foster & Motley
Ohio
$308K -$36.4K -1,050 -9%
SIM
795
Sentry Investment Management
Wisconsin
$307K
QCG
796
Quadrant Capital Group
Ohio
$305K +$25.3K +730 +8%
MMA
797
Miracle Mile Advisors
California
$304K -$13.2K -380 -4%
SC
798
Savant Capital
Illinois
$304K +$51.3K +1,480 +17%
EWA
799
Encompass Wealth Advisors
Oregon
$303K
LAI
800
Legal Advantage Investments
California
$303K

KLAC Hedge Fund Activity: Q3 2022 in Review

1,057 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q3 2022, worth a combined $38.6B — down 5.9% from $41B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new KLAC positions and 104 closed out — a net gain of 3 holders — while 361 added to existing stakes and 435 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $806M. The largest seller was T. Rowe Price Associates, cutting an estimated $419M.

  • 1,057 institutional investors held KLA (KLAC) as of Q3 2022, down from 1,070 in Q2 2022.
  • Funds reported $38.6B of KLA stock for Q3 2022, down 5.9% quarter-over-quarter.
  • 107 funds opened new KLA positions in Q3 2022 and 104 closed out, a net change of +3 holders.
  • The largest KLA buyer in Q3 2022 was Janus Henderson Group, an estimated $806M added.
  • The largest KLA seller in Q3 2022 was T. Rowe Price Associates, an estimated $419M sold.

Based on aggregated 13F filings for Q3 2022.