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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
BFM
976
Boothbay Fund Management
New York
$310K +$81.1K +1,690 +33%
TIA
977
Tiemann Investment Advisors
California
$308K -$24K -500 -7%
GC
978
Globeflex Capital
California
$305K
SWM
979
Silverlake Wealth Management
Vermont
$305K +$318K +6,640 New
MAM
980
MWA Asset Management
Massachusetts
$304K +$317K +6,620 New
SMA
981
Sage Mountain Advisors
Georgia
$302K -$5.75K -120 -2%
NFP
982
Narus Financial Partners
Utah
$302K
SAM
983
SP Asset Management
California
$299K
GWS
984
Glassman Wealth Services
Virginia
$299K -$98.3K -2,050 -24%
ERWM
985
Elk River Wealth Management
Colorado
$298K
LFA
986
Legacy Financial Advisors
Kentucky
$298K +$3.36K +70 +1%
CAG
987
Csenge Advisory Group
Florida
$297K +$85.4K +1,780 +38%
CBFP
988
Cedar Brook Financial Partners
Ohio
$294K -$40.3K -840 -12%
FAIM
989
Financial Advocates Investment Management
Washington
$293K +$1.44K +30 +0.5%
CFP
990
Catalyst Financial Partners
Massachusetts
$293K +$45.6K +950 +17%
SWM
991
Shelton Wealth Management
Texas
$292K -$21.1K -440 -6%
DI
992
DFPG Investments
Utah
$290K +$6.24K +130 +2%
EWA
993
EverSource Wealth Advisors
Alabama
$287K +$35.5K +740 +13%
MWA
994
Meridian Wealth Advisors
Texas
$287K
NF
995
Nikulski Financial
Iowa
$285K +$21.6K +450 +8%
FFP
996
FourThought Financial Partners
Florida
$285K
TC
997
TownSquare Capital
Utah
$284K +$296K +6,180 New
STA
998
Summit Trail Advisors
New York
$282K +$1.44K +30 +0.5%
VWM
999
Valley Wealth Managers
New Jersey
$281K +$7.19K +150 +3%
CA
1000
Crumly & Associates
Illinois
$281K +$294K +6,130 New

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.