We are live on ! Find out more

1,057 hedge funds and large institutions have $38.6B invested in KLA in 2022 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 361 increasing their positions, 435 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

37.98% more ownership

Funds ownership: 870.8%908.78% (+38%)

21% more call options, than puts

Call options by funds: $518M | Put options by funds: $427M

3% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 104

1% less funds holding

Funds holding: 1,0701,057 (-13)

6% less capital invested

Capital invested by funds: $41B → $38.6B (-$2.41B)

17% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 435

32% less funds holding in top 10

Funds holding in top 10: 2819 (-9)

Holders
1,057
Holders Change
-13
Holders Change %
-1.21%
% of All Funds
18.21%
Holding in Top 10
19
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-32.14%
% of All Funds
0.33%
New
107
Increased
361
Reduced
435
Closed
104
Calls
$518M
Puts
$427M
Net Calls
+$90.6M
Net Calls Change
+$98.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
926
Clearstead Advisors
Ohio
$77K +$10.7K +310 +14%
HGERS
927
Householder Group Estate & Retirement Specialist
Arizona
$77K +$88.7K +2,560 New
DAC
928
Dividend Assets Capital
South Carolina
$76K
PFBT
929
Parkside Financial Bank & Trust
Missouri
$74K +$6.23K +180 +8%
MCM
930
MV Capital Management
Maryland
$70K +$8.66K +250 +12%
GWMI
931
Guardian Wealth Management (Illinois)
Illinois
$68K
VCM
932
Vigilant Capital Management
Maine
$68K +$21.5K +620 +38%
MPWT
933
MassMutual Private Wealth & Trust
Connecticut
$66K -$8.66K -250 -10%
SI
934
Stephens Inc
Arkansas
$65K -$15.6K -450 -17%
PMFA
935
Plante Moran Financial Advisors
Michigan
$64K -$7.27K -210 -9%
AWM
936
Ameliora Wealth Management
Switzerland
$64K +$80.7K +2,330 New
Bank of Montreal
937
Bank of Montreal
Ontario, Canada
$62.7K -$3.84M -110,810 -6%
AWM
938
AllSquare Wealth Management
New York
$61K -$156K -4,500 -69%
HC
939
Hoese & Co
Minnesota
$61K
CFGS
940
Concourse Financial Group Securities
Alabama
$59K -$98.7K -2,850 -59%
GRP
941
Global Retirement Partners
California
$59K -$1.04K -30 -2%
LFG
942
Larson Financial Group
Missouri
$59K +$9.7K +280 +17%
Canada Pension Plan Investment Board
943
Canada Pension Plan Investment Board
Ontario, Canada
$58K -$25.9M -747,310 -100%
FHA
944
First Horizon Advisors
Tennessee
$58K -$9.7K -280 -13%
GWSG
945
GPS Wealth Strategies Group
Colorado
$58K +$346 +10 +0.5%
WPA
946
West Paces Advisors
Georgia
$57.5K
HFM
947
Hartford Financial Management
Connecticut
$51K
IBOK
948
Independence Bank of Kentucky
Kentucky
$51K
TWA
949
TCI Wealth Advisors
Arizona
$50K -$23.9K -690 -29%
BAM
950
Byrne Asset Management
New Jersey
$49K

KLAC Hedge Fund Activity: Q3 2022 in Review

1,057 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q3 2022, worth a combined $38.6B — down 5.9% from $41B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new KLAC positions and 104 closed out — a net gain of 3 holders — while 361 added to existing stakes and 435 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $806M. The largest seller was T. Rowe Price Associates, cutting an estimated $419M.

  • 1,057 institutional investors held KLA (KLAC) as of Q3 2022, down from 1,070 in Q2 2022.
  • Funds reported $38.6B of KLA stock for Q3 2022, down 5.9% quarter-over-quarter.
  • 107 funds opened new KLA positions in Q3 2022 and 104 closed out, a net change of +3 holders.
  • The largest KLA buyer in Q3 2022 was Janus Henderson Group, an estimated $806M added.
  • The largest KLA seller in Q3 2022 was T. Rowe Price Associates, an estimated $419M sold.

Based on aggregated 13F filings for Q3 2022.