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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
FFA
876
First Foundation Advisors
California
$334K +$47.7K +1,210 +17%
AAM
877
Auxier Asset Management
Oregon
$333K
EWM
878
Evercore Wealth Management
New York
$331K
PWM
879
Perigon Wealth Management
California
$329K +$9.46K +240 +3%
GC
880
Globeflex Capital
California
$328K
PCOC
881
Power Corp of Canada
Canada
$327K
PI
882
PFG Investments
New York
$326K +$322K +8,160 New
BC
883
Barnett & Company
Tennessee
$325K
JHCP
884
Jackson Hole Capital Partners
Oklahoma
$324K +$320K +8,120 New
QPW
885
Quantum Private Wealth
Florida
$318K +$3.55K +90 +1%
OWA
886
One Wealth Advisors
California
$316K -$788 -20 -0.3%
CFO
887
CVA Family Office
Colorado
$315K +$5.12K +130 +2%
RIA
888
Regal Investment Advisors
Michigan
$313K -$54.8K -1,390 -15%
VBCG
889
Valley Brook Capital Group
Pennsylvania
$309K
SFS
890
Sowell Financial Services
Arkansas
$308K +$304K +7,710 New
CM
891
Capula Management
Cayman Islands
$308K +$304K +7,710 New
WPC
892
Wedmont Private Capital
Pennsylvania
$307K +$7.09K +180 +2%
RFP
893
Root Financial Partners
California
$306K +$302K +7,670 New
MFG
894
Merit Financial Group
Georgia
$306K +$3.94K +100 +1%
HI
895
Horizon Investments
North Carolina
$306K -$1.12M -28,340 -79%
APP
896
Avantax Planning Partners
Iowa
$305K
MAM
897
McLean Asset Management
Virginia
$301K -$5.52K -140 -2%
TIA
898
Tiemann Investment Advisors
California
$300K +$5.91K +150 +2%
PWPS
899
Pinnacle Wealth Planning Services
Ohio
$299K -$2.37K -60 -0.8%
OR
900
Olympiad Research
Connecticut
$299K +$295K +7,490 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.