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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
NIMI
1001
Natixis Investment Managers International
France
$191K -$116K -2,940 -38%
EWP
1002
Elevation Wealth Partners
California
$187K +$185K +4,690 New
SCM
1003
Silvant Capital Management
Georgia
$169K
SPIA
1004
Steward Partners Investment Advisory
New York
$168K -$195K -4,950 -54%
MCM
1005
MV Capital Management
Maryland
$164K +$96.6K +2,450 +148%
AAP
1006
Arax Advisory Partners
Colorado
$160K -$10.6K -270 -6%
AA
1007
Alta Advisers
United Kingdom
$160K
WOC
1008
West Oak Capital
California
$160K
PWMG
1009
Prestige Wealth Management Group
New Jersey
$159K +$30.3K +770 +24%
GRP
1010
Global Retirement Partners
California
$155K +$82.4K +2,090 +105%
Capstone Investment Advisors
1011
Capstone Investment Advisors
New York
$132K -$1.17M -29,660 -90%
AIM
1012
Anchor Investment Management
South Carolina
$130K +$7.49K +190 +6%
ONST
1013
Old North State Trust
North Carolina
$130K
SS
1014
Sunbelt Securities
Texas
$130K +$129K +3,280 New
CA
1015
Clearstead Advisors
Ohio
$126K -$85.9K -2,180 -41%
BAAM
1016
Baker Avenue Asset Management
California
$126K +$1.58K +40 +1%
BWAM
1017
Boyd Watterson Asset Management
Ohio
$125K
KFS
1018
Kelly Financial Services
Massachusetts
$121K
MA
1019
Montag & Associates
Georgia
$119K
DFCM
1020
Dark Forest Capital Management
Puerto Rico
$117K +$115K +2,930 New
MAM
1021
Meeder Asset Management
Ohio
$104K +$103K +2,610 New
PGAM
1022
Princeton Global Asset Management
New Jersey
$104K
VCM
1023
Versant Capital Management
Arizona
$103K
CWP
1024
Concord Wealth Partners
Virginia
$99K +$21.7K +550 +28%
HI
1025
Harbour Investments
Wisconsin
$97.4K -$9.85K -250 -9%

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.