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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
MWM
826
Mission Wealth Management
California
$272K +$6.93K +200 +2%
HC
827
Henshaw Capital
Massachusetts
$268K +$306K +8,840 New
AAS
828
Avantax Advisory Services
Texas
$266K -$59.6K -1,720 -16%
BPC
829
Banque Pictet & Cie
Switzerland
$265K -$186K -5,360 -38%
BMA
830
Brooks Moore & Associates
Tennessee
$265K
PCOC
831
Power Corp of Canada
Canada
$264K +$302K +8,730 New
ACP
832
Ashfield Capital Partners
California
$263K
JSW
833
Journey Strategic Wealth
New Jersey
$263K +$301K +8,690 New
EA
834
Emerald Advisers
Pennsylvania
$261K -$239K -6,890 -44%
VA
835
Valmark Advisers
Ohio
$261K -$2.77K -80 -0.9%
BMCM
836
Burns Matteson Capital Management
New York
$261K -$276K -7,980 -48%
GIA
837
Gateway Investment Advisers
Ohio
$260K -$49.9K -1,440 -14%
BAM
838
Berkshire Asset Management
Pennsylvania
$259K +$45K +1,300 +18%
HSA
839
HBK Sorce Advisory
Pennsylvania
$256K +$1.39K +40 +0.5%
AAM
840
Auxier Asset Management
Oregon
$253K
MWM
841
Meridian Wealth Management
Kentucky
$251K +$346 +10 +0.1%
ECM
842
Evergreen Capital Management
Washington
$251K +$287K +8,290 New
PCM
843
Palisade Capital Management
New Jersey
$250K -$69.3K -2,000 -20%
GC
844
Globeflex Capital
California
$249K
RC
845
Rovin Capital
Arizona
$249K +$12.5K +360 +5%
CFO
846
CVA Family Office
Colorado
$247K -$29.4K -850 -9%
BC
847
Barnett & Company
Tennessee
$247K +$282K +8,150 New
SI
848
Shaker Investments
Ohio
$245K
EWM
849
Evercore Wealth Management
New York
$243K
AG
850
Ascent Group
Virginia
$242K -$5.89K -170 -2%

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.