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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
BJL
926
Brighton Jones LLC
Washington
$366K +$54.2K +1,130 +16%
SIM
927
Sentry Investment Management
Wisconsin
$364K +$381K +7,940 New
TAM
928
Tocqueville Asset Management
New York
$363K +$14.9K +310 +4%
QCG
929
Quadrant Capital Group
Ohio
$360K +$53.2K +1,110 +16%
MAM
930
McLean Asset Management
Virginia
$358K -$480 -10 -0.1%
CFO
931
CVA Family Office
Colorado
$355K
VBCG
932
Valley Brook Capital Group
Pennsylvania
$355K
NAM
933
NorthCrest Asset Manangement
Minnesota
$352K +$41.2K +860 +13%
MOS
934
MGO One Seven
Ohio
$352K +$89.2K +1,860 +32%
CA
935
CoreCap Advisors
Michigan
$350K +$366K +7,630 New
AAS
936
Annex Advisory Services
Wisconsin
$349K +$23K +480 +7%
GWM
937
Greenwich Wealth Management
Connecticut
$346K +$134K +2,800 +59%
VT
938
Vise Technologies
New York
$344K -$25.9K -540 -7%
PWPS
939
Pinnacle Wealth Planning Services
Ohio
$343K -$480 -10 -0.1%
FCA
940
FLC Capital Advisors
California
$343K
TIMH
941
Tilt Investment Management Holdings
New York
$340K
ECM
942
Evergreen Capital Management
Washington
$339K -$14.4K -300 -4%
JIC
943
Joel Isaacson & Co
New York
$337K
ICP
944
Interchange Capital Partners
Pennsylvania
$337K -$10.6K -220 -3%
PA
945
Procyon Advisors
Connecticut
$337K +$352K +7,340 New
BAM
946
Berkshire Asset Management
Pennsylvania
$336K
TWA
947
Tandem Wealth Advisors
Arizona
$336K +$6.24K +130 +2%
VFA
948
Valeo Financial Advisors
Indiana
$336K +$16.8K +350 +5%
BMA
949
Brooks Moore & Associates
Tennessee
$333K
FWP
950
FAS Wealth Partners
Kansas
$333K

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.