We are live on ! Find out more

1,162 hedge funds and large institutions have $48.1B invested in KLA in 2023 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 423 increasing their positions, 442 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 83

26.92% more ownership

Funds ownership: 869.85%896.76% (+27%)

10% more call options, than puts

Call options by funds: $548M | Put options by funds: $497M

3% more funds holding

Funds holding: 1,1291,162 (+33)

4% more capital invested

Capital invested by funds: $46.3B → $48.1B (+$1.81B)

4% less repeat investments, than reductions

Existing positions increased: 423 | Existing positions reduced: 442

29% less funds holding in top 10

Funds holding in top 10: 3525 (-10)

Holders
1,162
Holders Change
+33
Holders Change %
+2.92%
% of All Funds
18.52%
Holding in Top 10
25
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-28.57%
% of All Funds
0.4%
New
137
Increased
423
Reduced
442
Closed
83
Calls
$548M
Puts
$497M
Net Calls
+$51.6M
Net Calls Change
+$72.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BEAM
976
Baker Ellis Asset Management
Washington
$220K +$217K +5,500 New
AA
977
AlphaMark Advisors
Kentucky
$218K
ABC
978
Associated Banc-Corp
Wisconsin
$217K
RCAG
979
Rehmann Capital Advisory Group
Michigan
$216K -$37.4K -950 -15%
GSIS
980
Global Strategic Investment Solutions
Arizona
$216K +$214K +5,420 New
AFG
981
Atomi Financial Group
New York
$216K +$213K +5,400 New
JBA
982
Johnson Bixby & Associates
Washington
$214K
TCM
983
Telos Capital Management
California
$212K +$210K +5,320 New
EWA
984
EP Wealth Advisors
California
$211K -$1.57M -39,810 -50%
FMLI
985
Fukoku Mutual Life Insurance
Japan
$211K +$208K +5,280 New
PPC
986
Park Place Capital
Alabama
$210K -$11K -280 -5%
MMA
987
Miracle Mile Advisors
California
$210K +$207K +5,250 New
AC
988
Allstate Corporation
Illinois
$210K -$1.97M -49,880 -90%
TAM
989
Tocqueville Asset Management
New York
$210K +$207K +5,250 New
TWA
990
Tandem Wealth Advisors
Arizona
$208K +$205K +5,210 New
VA
991
Valmark Advisers
Ohio
$205K +$203K +5,140 New
MOS
992
MGO One Seven
Ohio
$204K +$202K +5,120 New
JWBC
993
John W. Bristol & Co
New York
$204K +$202K +5,120 New
HTC
994
Haverford Trust Company
Pennsylvania
$202K +$200K +5,070 New
VSQM
995
V-Square Quantitative Management
Illinois
$202K +$200K +5,070 New
GA
996
Geller Advisors
New York
$202K +$199K +5,060 New
QPWM
997
Quadrant Private Wealth Management
Pennsylvania
$201K +$198K +5,030 New
AG
998
AIA Group
Hong Kong
$200K -$30.3K -770 -13%
UCB
999
United Community Bank
South Carolina
$195K -$24.4K -620 -11%
BAM
1000
Bellevue Asset Management
Washington
$191K

KLAC Hedge Fund Activity: Q1 2023 in Review

1,162 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2023, worth a combined $48.1B — up 3.9% from $46.3B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new KLAC positions and 83 closed out — a net gain of 54 holders — while 423 added to existing stakes and 442 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.42B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.08B.

  • 1,162 institutional investors held KLA (KLAC) as of Q1 2023, up from 1,129 in Q4 2022.
  • Funds reported $48.1B of KLA stock for Q1 2023, up 3.9% quarter-over-quarter.
  • 137 funds opened new KLA positions in Q1 2023 and 83 closed out, a net change of +54 holders.
  • The largest KLA buyer in Q1 2023 was Envestnet Asset Management, an estimated $1.42B added.
  • The largest KLA seller in Q1 2023 was T. Rowe Price Associates, an estimated $1.08B sold.

Based on aggregated 13F filings for Q1 2023.