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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
ACM
851
Aquatic Capital Management
Illinois
$242K +$277K +8,000 New
QPW
852
Quantum Private Wealth
Florida
$242K +$277K +8,010 New
GTAM
853
Global Trust Asset Management
Florida
$241K -$6.23K -180 -2%
CMS
854
Capital Market Strategies
Florida
$238K -$16.3K -470 -6%
HNWA
855
Henrickson Nauta Wealth Advisors
Michigan
$238K +$346 +10 +0.1%
OTPPB
856
Ontario Teachers' Pension Plan Board
Ontario, Canada
$238K +$273K +7,880 New
MAM
857
McLean Asset Management
Virginia
$237K -$2.77K -80 -1%
LA
858
Legacy Advisors
Pennsylvania
$237K +$271K +7,820 New
NIMI
859
Natixis Investment Managers International
France
$236K
PPWM
860
Paragon Private Wealth Management
Kentucky
$235K +$267K +7,710 New
VBCG
861
Valley Brook Capital Group
Pennsylvania
$234K
CG
862
Cutler Group
California
$234K +$268K +7,750 New
HT
863
Heritage Trust
Oklahoma
$233K
APP
864
Avantax Planning Partners
Iowa
$232K -$1.73K -50 -0.6%
VFA
865
Values First Advisors
Tennessee
$231K -$19.1K -550 -7%
FAM
866
Flaharty Asset Management
Florida
$226K -$21.1K -610 -8%
AAMC
867
Asset Allocation & Management Company
Illinois
$223K -$143K -4,140 -36%
EWM
868
EPG Wealth Management
Georgia
$223K +$256K +7,380 New
EDRH
869
Edmond de Rothschild Holding
Switzerland
$220K -$1.11M -31,990 -82%
CPA
870
Cardiff Park Advisors
California
$218K -$5.54K -160 -2%
FFM
871
Forum Financial Management
Illinois
$218K
SWM
872
Shelton Wealth Management
Texas
$216K +$346 +10 +0.1%
FWP
873
FAS Wealth Partners
Kansas
$215K
FCA
874
FLC Capital Advisors
California
$215K +$246K +7,110 New
MGIM
875
M&G Investment Management
United Kingdom
$215K +$1.69M +48,900 +0.7%

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.