We are live on ! Find out more

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
YDMI
776
Y.D. More Investments
Israel
$539K -$104K -2,630 -16%
IIM
777
Intact Investment Management
Quebec, Canada
$539K -$39.4K -1,000 -7%
ZCM
778
Ziegler Capital Management
Illinois
$538K -$127K -3,230 -19%
DG
779
DMC Group
Alabama
$537K
ATPW
780
Ashton Thomas Private Wealth
Arizona
$525K -$393K -9,970 -43%
AAS
781
Avantax Advisory Services
Texas
$521K +$97.7K +2,480 +23%
SFM
782
Signet Financial Management
New Jersey
$520K +$1.18K +30 +0.2%
SM
783
Sciencast Management
New Jersey
$514K +$527K +13,380 New
CP
784
Camelot Portfolios
Ohio
$508K +$4.33K +110 +0.9%
SFA
785
Sequoia Financial Advisors
Ohio
$505K +$1.18K +30 +0.2%
FNBT
786
FineMark National Bank & Trust
Florida
$503K +$24.8K +630 +5%
CCM
787
Cohen Capital Management
California
$499K
CG
788
Caprock Group
Idaho
$498K +$186K +4,730 +61%
WB
789
WesBanco Bank
West Virginia
$494K -$26.8K -680 -5%
CF
790
Centaurus Financial
California
$493K +$22.9K +580 +5%
BPA
791
Beacon Pointe Advisors
California
$493K +$28K +710 +6%
PCM
792
Prelude Capital Management
New York
$483K +$476K +12,090 New
KTC
793
Kistler-Tiffany Companies
Pennsylvania
$481K +$93.8K +2,380 +25%
CTA
794
Chesley Taft & Associates
Illinois
$479K
CT
795
Coastline Trust
Rhode Island
$478K
SSWM
796
Smith Salley Wealth Management
North Carolina
$472K -$4.73K -120 -1%
CAM
797
Cresset Asset Management
Illinois
$470K -$201K -5,110 -30%
TIA
798
Trust Investment Advisors
Indiana
$469K -$1.58K -40 -0.3%
AAIS
799
ABN AMRO Investment Solutions
$467K +$461K +11,700 New
KFS
800
Kaizen Financial Strategies
California
$465K -$33.5K -850 -7%

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.