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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
OFG
801
OmniStar Financial Group
North Carolina
$664K -$10.1K -210 -1%
AOWM
802
Alpha Omega Wealth Management
Virginia
$660K -$88.7K -1,850 -11%
CNBT
803
Canandaigua National Bank & Trust
New York
$659K -$3.36K -70 -0.5%
BHPW
804
Beverly Hills Private Wealth
California
$657K -$656K -13,670 -49%
AG
805
Ascent Group
Virginia
$655K +$51.8K +1,080 +9%
MC
806
Moors & Cabot
Massachusetts
$650K -$45.6K -950 -6%
ARMT
807
Amica Retiree Medical Trust
Rhode Island
$649K
CIM
808
CIM Investment Management
Pennsylvania
$645K -$14.4K -300 -2%
RSWM
809
Robertson Stephens Wealth Management
California
$644K +$673K +14,030 New
GFG
810
Greystone Financial Group
Michigan
$620K -$71.9K -1,500 -10%
IIM
811
Intact Investment Management
Quebec, Canada
$619K
NFSG
812
Newbridge Financial Services Group
Florida
$618K +$959 +20 +0.1%
SCM
813
Sirios Capital Management
Massachusetts
$611K -$44.6K -930 -7%
CG
814
Caprock Group
Idaho
$605K -$11.5K -240 -2%
CT
815
Caldwell Trust
Florida
$604K
AAIS
816
ABN AMRO Investment Solutions
$602K +$68.6K +1,430 +12%
GCM
817
Gallacher Capital Management
Colorado
$591K -$9.11K -190 -1%
AAS
818
Avantax Advisory Services
Texas
$585K +$80.6K +1,680 +15%
NDSI
819
Newman Dignan & Sheerar Inc
Rhode Island
$583K -$64.7K -1,350 -10%
TIA
820
Trust Investment Advisors
Indiana
$582K -$206K -4,300 -25%
CCM
821
Cohen Capital Management
California
$573K
CFG
822
Cooper Financial Group
California
$570K +$26.4K +550 +5%
DS
823
DRW Securities
Illinois
$565K +$590K +12,310 New
CCIA
824
Campbell & Co Investment Adviser
Maryland
$565K -$557K -11,620 -49%
ZCM
825
Ziegler Capital Management
Illinois
$564K -$57.1K -1,190 -9%

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.