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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
PVH
1001
Psagot Value Holdings
Israel
$279K +$3.36K +70 +1%
DMBA
1002
Deseret Mutual Benefit Administrators
Utah
$278K -$20.1K -420 -6%
GCMG
1003
Gyroscope Capital Management Group
Florida
$278K +$291K +6,060 New
WAS
1004
Winch Advisory Services
Wisconsin
$276K
WA
1005
WBH Advisory
Maryland
$276K -$48K -1,000 -14%
CWA
1006
CJM Wealth Advisers
Virginia
$275K
CPC
1007
Consolidated Planning Corp
Georgia
$275K +$20.1K +420 +8%
NL
1008
NWAM LLC
Washington
$274K +$287K +5,980 New
PP
1009
Paloma Partners
Connecticut
$273K +$286K +5,960 New
MBT
1010
Montecito Bank & Trust
California
$272K +$6.24K +130 +2%
PTC
1011
Private Trust Company
Ohio
$272K +$17.3K +360 +6%
APP
1012
Avantax Planning Partners
Iowa
$269K -$87.8K -1,830 -24%
CL
1013
Choreo LLC
Illinois
$268K +$2.88K +60 +1%
CFG
1014
Citizens Financial Group
Rhode Island
$264K +$276K +5,760 New
BWG
1015
Beta Wealth Group
California
$264K
FFA
1016
First Foundation Advisors
California
$259K -$29.3K -610 -10%
GBT
1017
Grove Bank & Trust
Florida
$258K
PTC
1018
Philadelphia Trust Company
Pennsylvania
$257K
CC
1019
Courier Capital
New York
$257K
TCWM
1020
Total Clarity Wealth Management
Illinois
$256K +$268K +5,580 New
EH
1021
Equitable Holdings
New York
$255K +$1.92K +40 +0.7%
TCM
1022
Telos Capital Management
California
$253K +$1.92K +40 +0.7%
MCM
1023
MV Capital Management
Maryland
$253K +$7.19K +150 +3%
CIA
1024
Choate Investment Advisors
Massachusetts
$253K +$264K +5,510 New
BEAM
1025
Baker Ellis Asset Management
Washington
$252K

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.