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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
KCM
901
Kathmere Capital Management
Pennsylvania
$404K +$34.5K +720 +9%
ACA
902
Aptus Capital Advisors
Alabama
$402K +$165K +3,450 +65%
SCM
903
SevenOneSeven Capital Management
Pennsylvania
$401K +$5.28K +110 +1%
PCOC
904
Power Corp of Canada
Canada
$400K
AI
905
AdvisorShares Investments
Maryland
$400K -$92.1K -1,920 -18%
VAS
906
Vestmark Advisory Solutions
Massachusetts
$400K -$2.86M -59,570 -87%
IWC
907
Integrated Wealth Concepts
Massachusetts
$398K +$7.19K +150 +2%
AR
908
Advisory Research
Illinois
$397K -$6.24K -130 -1%
CA
909
Clearstead Advisors
Ohio
$395K +$264K +5,500 +176%
BCM
910
Bayesian Capital Management
New York
$394K +$412K +8,600 New
OR
911
Olympiad Research
Connecticut
$394K +$6.71K +140 +2%
LJAC
912
L.J. Altfest & Co
New York
$393K -$11K -230 -3%
PRS
913
Pinkerton Retirement Specialists
Idaho
$390K -$477K -9,940 -54%
NIC
914
Northwest Investment Counselors
Oregon
$389K -$377K -7,870 -48%
GA
915
Geller Advisors
New York
$388K -$480 -10 -0.1%
CCS
916
Concentric Capital Strategies
Connecticut
$383K +$401K +8,360 New
OFS
917
OneAscent Financial Services
Alabama
$383K +$400K +8,350 New
AAM
918
Auxier Asset Management
Oregon
$383K
EWM
919
Evercore Wealth Management
New York
$380K
PI
920
PFG Investments
New York
$378K
CPRC
921
Consolidated Portfolio Review Corp
New York
$377K -$7.67K -160 -2%
BC
922
Barnett & Company
Tennessee
$374K
CMS
923
Capital Market Strategies
Florida
$374K +$26.4K +550 +7%
JHCP
924
Jackson Hole Capital Partners
Oklahoma
$372K
QPW
925
Quantum Private Wealth
Florida
$372K +$16.3K +340 +4%

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.