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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
FFM
951
Forum Financial Management
Illinois
$333K
MCA
952
MSH Capital Advisors
Arizona
$332K
RIA
953
Regal Investment Advisors
Michigan
$329K -$106K -2,200 -23%
DLA
954
Douglas Lane & Associates
New York
$328K
AG
955
Algert Global
California
$327K -$154K -3,220 -31%
PFBT
956
Parkside Financial Bank & Trust
Missouri
$327K +$7.67K +160 +2%
HNWA
957
Henrickson Nauta Wealth Advisors
Michigan
$324K
ACA
958
Affinity Capital Advisors
California
$323K +$2.4K +50 +0.7%
LFG
959
Larson Financial Group
Missouri
$323K -$69.5K -1,450 -17%
OWM
960
OneAscent Wealth Management
Alabama
$322K +$337K +7,020 New
DSC
961
Duncker Streett & Co
Missouri
$321K +$14.9K +310 +5%
PWM
962
Perigon Wealth Management
California
$320K -$20.1K -420 -6%
Fayez Sarofim & Co
963
Fayez Sarofim & Co
Texas
$317K +$332K +6,920 New
RFP
964
Root Financial Partners
California
$317K -$24K -500 -7%
AFG
965
Atomi Financial Group
New York
$317K +$72.9K +1,520 +28%
FC
966
Forte Capital
New York
$316K
TCOV
967
Trust Company of Vermont
Vermont
$316K
AA
968
ALPS Advisors
Colorado
$315K -$85.8K -1,790 -21%
GIA
969
Gateway Investment Advisers
Ohio
$315K -$63.8K -1,330 -16%
WSTAM
970
Wilbanks Smith & Thomas Asset Management
Virginia
$314K -$137K -2,860 -29%
DTL
971
Dynamic Technology Lab
Singapore
$314K +$329K +6,850 New
UFF
972
USA Financial Formulas
Michigan
$314K +$327K +6,820 +34,100%
NFC
973
Northeast Financial Consultants
Connecticut
$313K +$480 +10 +0.1%
BP
974
BBR Partners
New York
$311K +$325K +6,770 New
WCM
975
Whitener Capital Management
North Carolina
$310K

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.