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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
Fisher Asset Management
851
Fisher Asset Management
Washington
$390K -$75.7K -1,920 -16%
TCOT
852
Trust Company of Toledo
Ohio
$384K +$15K +380 +4%
DC
853
Diametric Capital
Massachusetts
$383K +$378K +9,600 New
FAIM
854
Financial Advocates Investment Management
Washington
$383K +$163K +4,130 +76%
M
855
MOTCO
Texas
$376K
MGAM
856
McGowan Group Asset Management
Texas
$375K
PPWM
857
Paragon Private Wealth Management
Kentucky
$375K +$19.7K +500 +6%
WSTAM
858
Wilbanks Smith & Thomas Asset Management
Virginia
$372K -$16.9K -430 -4%
SIM
859
Sentry Investment Management
Wisconsin
$372K -$3.94K -100 -1%
AFT
860
Alpha Family Trust
California
$371K -$21.7K -550 -6%
GCP
861
Garda Capital Partners
Minnesota
$371K +$119K +3,030 +48%
Cohen & Steers
862
Cohen & Steers
New York
$361K
HFM
863
Hartford Funds Management
Pennsylvania
$359K +$7.49K +190 +2%
AG
864
Ascent Group
Virginia
$358K +$17.3K +440 +5%
PFBT
865
Parkside Financial Bank & Trust
Missouri
$354K +$24K +610 +7%
IPAM
866
ICICI Prudential Asset Management
India
$354K +$69K +1,750 +25%
LJAC
867
L.J. Altfest & Co
New York
$352K
JSW
868
Journey Strategic Wealth
New Jersey
$348K +$20.9K +530 +6%
MWM
869
Mission Wealth Management
California
$347K +$2.37K +60 +0.7%
AA
870
ALPS Advisors
Colorado
$344K -$23.6K -600 -7%
BAM
871
Berkshire Asset Management
Pennsylvania
$342K +$338K +8,570 New
TC
872
TwinBeech Capital
New York
$340K +$335K +8,510 New
BFM
873
Boothbay Fund Management
New York
$335K -$242K -6,150 -42%
GIA
874
Gateway Investment Advisers
Ohio
$335K -$48.5K -1,230 -13%
CPRC
875
Consolidated Portfolio Review Corp
New York
$335K +$331K +8,390 New

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.