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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
CWR
876
Chico Wealth RIA
California
$459K +$480K +10,000 New
CAS
877
CTC Alternative Strategies
Illinois
$459K +$480K +10,000 New
HT
878
Heritage Trust
Oklahoma
$455K
PFG
879
Prosperity Financial Group
California
$452K +$4.8K +100 +1%
BAM
880
Blueshift Asset Management
New Jersey
$451K +$245K +5,100 +108%
PCM
881
Prelude Capital Management
New York
$451K +$55.2K +1,150 +13%
TF
882
Trek Financial
Arizona
$450K -$9.11K -190 -2%
CWM
883
Centric Wealth Management
Illinois
$450K
EWA
884
Exencial Wealth Advisors
Oklahoma
$447K -$1.27M -26,500 -73%
HCS
885
Himension Capital (Singapore)
Singapore
$442K +$462K +9,630 New
AIP
886
Almanack Investment Partners
Pennsylvania
$440K
HSA
887
HBK Sorce Advisory
Pennsylvania
$437K -$54.2K -1,130 -11%
DWT
888
Dorsey & Whitney Trust
South Dakota
$434K +$11K +230 +2%
HI
889
Horizon Investments
North Carolina
$433K +$36.5K +760 +9%
MGAM
890
McGowan Group Asset Management
Texas
$431K
JFGIW
891
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$431K -$38.4K -800 -8%
ORAM
892
One River Asset Management
Connecticut
$429K +$449K +9,360 New
DG
893
DMC Group
Alabama
$427K -$151K -3,150 -25%
AFT
894
Alpha Family Trust
California
$427K
CFAM
895
Center For Asset Management
Florida
$426K -$28.8K -600 -6%
APM
896
Advanced Portfolio Management
New York
$424K +$444K +9,250 New
SW
897
SVB Wealth
Massachusetts
$422K -$164K -3,420 -27%
VFA
898
Values First Advisors
Tennessee
$414K +$111K +2,320 +35%
TCA
899
Transcend Capital Advisors
New Jersey
$413K +$210K +4,370 +94%
CF
900
Centaurus Financial
California
$409K -$6.24K -130 -1%

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.