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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
PWLP
826
Prio Wealth Limited Partnership
Massachusetts
$423K -$9.85K -250 -2%
HSA
827
HBK Sorce Advisory
Pennsylvania
$423K -$455K -11,550 -52%
NP
828
NorthRock Partners
Minnesota
$420K -$56K -1,420 -12%
RFG
829
Range Financial Group
Oregon
$416K -$3.94K -100 -1%
CWAG
830
Compton Wealth Advisory Group
Virginia
$415K -$17.3K -440 -4%
DEA
831
DoubleLine ETF Adviser
Florida
$415K +$58.3K +1,480 +17%
MSFS
832
Main Street Financial Solutions
Pennsylvania
$414K +$54.4K +1,380 +15%
QPBE
833
Quintet Private Bank (Europe)
Luxembourg
$413K +$408K +10,350 New
ST
834
Smithfield Trust
Pennsylvania
$412K +$1.97K +50 +0.5%
MYLI
835
Meiji Yasuda Life Insurance
Japan
$412K +$407K +10,330 New
PAM
836
Panagora Asset Management
Massachusetts
$409K -$11.7M -297,650 -97%
PFG
837
Prosperity Financial Group
California
$409K -$19.7K -500 -5%
MIS
838
Morningstar Investment Services
Illinois
$408K +$13.8K +350 +3%
HCM
839
Howland Capital Management
Massachusetts
$408K -$18.1K -460 -4%
A
840
AustralianSuper
Australia
$402K +$397K +10,080 New
AIA
841
AIMZ Investment Advisors
California
$402K
OAM
842
Ostrum Asset Management
France
$402K +$397K +10,070 New
PFS
843
Prospera Financial Services
Texas
$400K +$13.8K +350 +4%
FDCDDQ
844
Federation des caisses Desjardins du Quebec
Quebec, Canada
$400K -$121K -3,070 -23%
EWA
845
Encompass Wealth Advisors
Oregon
$399K
LAI
846
Legal Advantage Investments
California
$399K
MCA
847
MSH Capital Advisors
Arizona
$398K +$9.85K +250 +3%
SYBT
848
Stock Yards Bank & Trust
Kentucky
$398K -$69.4K -1,760 -15%
BP
849
Ballentine Partners
Massachusetts
$397K +$182K +4,610 +86%
FFA
850
Fragasso Financial Advisors
Pennsylvania
$393K +$788 +20 +0.2%

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.