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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
NERM
851
New England Research & Management
Illinois
$505K +$528K +11,000 New
PVI
852
Pine Valley Investments
New Jersey
$503K +$274K +5,710 +109%
BPA
853
Beacon Pointe Advisors
California
$503K -$10.1K -210 -2%
BP
854
Ballentine Partners
Massachusetts
$500K +$4.32K +90 +0.8%
FM
855
Foster & Motley
Ohio
$499K -$3.84K -80 -0.7%
WAG
856
Winthrop Advisory Group
Massachusetts
$496K +$1.92K +40 +0.4%
EVM
857
Evelyn V. Moreno
$490K
BS
858
Bessemer Securities
New York
$484K -$204K -4,250 -29%
SEC
859
Seven Eight Capital
New York
$484K +$506K +10,550 New
FDCDDQ
860
Federation des caisses Desjardins du Quebec
Quebec, Canada
$481K -$2.4K -50 -0.5%
CWAG
861
Compton Wealth Advisory Group
Virginia
$477K
MSFS
862
Main Street Financial Solutions
Pennsylvania
$476K +$959 +20 +0.2%
WPC
863
Wedmont Private Capital
Pennsylvania
$475K +$51.8K +1,080 +12%
ST
864
Smithfield Trust
Pennsylvania
$475K
QPBE
865
Quintet Private Bank (Europe)
Luxembourg
$474K +$1.92K +40 +0.4%
FA
866
FDx Advisors
Illinois
$473K -$6.33M -131,960 -93%
FSA
867
Fort Sheridan Advisors
Illinois
$472K
GLA
868
Great Lakes Advisors
Illinois
$470K +$12.9K +270 +3%
SYBT
869
Stock Yards Bank & Trust
Kentucky
$467K +$12.9K +270 +3%
PPWM
870
Paragon Private Wealth Management
Kentucky
$465K +$24.5K +510 +5%
AIA
871
AIMZ Investment Advisors
California
$462K
FFA
872
Fragasso Financial Advisors
Pennsylvania
$460K -$2.4K -50 -0.5%
CTC
873
Corundum Trust Company
South Dakota
$459K
EWA
874
Encompass Wealth Advisors
Oregon
$459K
LAI
875
Legal Advantage Investments
California
$459K

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.