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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
DIP
776
Davis Investment Partners
North Carolina
$725K +$2.88K +60 +0.4%
KI
777
Kapitalo Investimentos
Brazil
$714K +$746K +15,560 New
PFS
778
Prospera Financial Services
Texas
$713K +$243K +5,070 +49%
NB
779
Northwest Bancshares
Pennsylvania
$712K -$48K -1,000 -6%
GTAM
780
Global Trust Asset Management
Florida
$710K +$3.84K +80 +0.5%
S
781
SignatureFD
Georgia
$709K -$9.11K -190 -1%
OAM
782
Ostrum Asset Management
France
$704K +$252K +5,260 +52%
UH
783
Unigestion Holding
Switzerland
$700K -$182K -3,790 -20%
RIL
784
Rothschild Investment LLC
Illinois
$698K +$47.5K +990 +7%
CGL
785
Clarius Group LLC
Washington
$692K -$235K -4,900 -25%
BAM
786
Belpointe Asset Management
Nevada
$692K -$36K -750 -5%
MCM
787
McKinley Capital Management
Alaska
$691K -$10.1K -210 -1%
EP
788
Edgestream Partners
New Jersey
$689K -$1.73M -36,120 -71%
BC
789
BIT Capital
Germany
$688K
YMRC
790
Yorktown Management & Research Company
Virginia
$688K
PA
791
Perennial Advisors
New York
$687K -$959 -20 -0.1%
MNBTD
792
Moody National Bank Trust Division
Texas
$684K -$52.3K -1,090 -7%
EFL
793
ERn Financial LLC
Wisconsin
$680K -$52.8K -1,100 -7%
CI
794
Cigna Investments
Connecticut
$676K -$96.9K -2,020 -12%
Empower Advisory Group
795
Empower Advisory Group
Colorado
$675K +$2.88K +60 +0.4%
FTWA
796
Fifth Third Wealth Advisors
Ohio
$674K +$300K +6,260 +74%
CW
797
Connectus Wealth
Ohio
$672K +$13.4K +280 +2%
OWA
798
One Wealth Advisors
California
$671K +$59.5K +1,240 +9%
GAM
799
Griffin Asset Management
New York
$670K
GS
800
GTS Securities
New York
$667K -$292K -6,080 -29%

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.