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1,057 hedge funds and large institutions have $38.6B invested in KLA in 2022 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 361 increasing their positions, 435 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

37.98% more ownership

Funds ownership: 870.8%908.78% (+38%)

21% more call options, than puts

Call options by funds: $518M | Put options by funds: $427M

3% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 104

1% less funds holding

Funds holding: 1,0701,057 (-13)

6% less capital invested

Capital invested by funds: $41B → $38.6B (-$2.41B)

17% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 435

32% less funds holding in top 10

Funds holding in top 10: 2819 (-9)

Holders
1,057
Holders Change
-13
Holders Change %
-1.21%
% of All Funds
18.21%
Holding in Top 10
19
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-32.14%
% of All Funds
0.33%
New
107
Increased
361
Reduced
435
Closed
104
Calls
$518M
Puts
$427M
Net Calls
+$90.6M
Net Calls Change
+$98.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EBA
1026
Eagle Bay Advisors
New York
$4K
ZIG
1027
Zullo Investment Group
Pennsylvania
$4K
OLVIG
1028
Oliver Lagore Vanvalin Investment Group
Michigan
$4K +$3.12K +90 +300%
WWP
1029
WR Wealth Planners
Missouri
$3.03K
BCH
1030
Berkshire Capital Holdings
California
$3K
CWC
1031
Carolinas Wealth Consulting
North Carolina
$3K
FPFS
1032
First Personal Financial Services
North Carolina
$3K +$3.46K +100 New
SC
1033
Stephens Consulting
Michigan
$2.72K
FMP
1034
Financial Management Professionals
Texas
$2K -$10K -290 -81%
ACM
1035
AUA Capital Management
Pennsylvania
$2K -$1.73K -50 -42%
TFA
1036
Toth Financial Advisory
Virginia
$2K
MHR
1037
Matthew Hamilton Rosenberg
$2K +$1.73K +50 New
SIC
1038
SJS Investment Consulting
Ohio
$2K +$1.73K +50 New
SSB
1039
Sandy Spring Bank
Maryland
$2K +$2.08K +60 New
DFCM
1040
Dark Forest Capital Management
Puerto Rico
$2K +$2.42K +70 +700%
ADL
1041
Asset Dedication LLC
California
$2K +$2.77K +80 New
HR
1042
Howe & Rusling
New York
$1K -$693 -20 -40%
AWM
1043
Avior Wealth Management
Nebraska
$1K
CTB
1044
Country Trust Bank
Illinois
$1K
TFA
1045
Transamerica Financial Advisors
Florida
$1K
UFF
1046
USA Financial Formulas
Michigan
$1K
HGWM
1047
Harvest Group Wealth Management
Massachusetts
$1K +$693 +20 +100%
NC
1048
NewSquare Capital
Pennsylvania
$1K +$693 +20 New
IWP
1049
IAG Wealth Partners
Wisconsin
$1K +$1.04K +30 New
GFPC
1050
Global Financial Private Client
Florida
$950

KLAC Hedge Fund Activity: Q3 2022 in Review

1,057 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q3 2022, worth a combined $38.6B — down 5.9% from $41B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new KLAC positions and 104 closed out — a net gain of 3 holders — while 361 added to existing stakes and 435 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $806M. The largest seller was T. Rowe Price Associates, cutting an estimated $419M.

  • 1,057 institutional investors held KLA (KLAC) as of Q3 2022, down from 1,070 in Q2 2022.
  • Funds reported $38.6B of KLA stock for Q3 2022, down 5.9% quarter-over-quarter.
  • 107 funds opened new KLA positions in Q3 2022 and 104 closed out, a net change of +3 holders.
  • The largest KLA buyer in Q3 2022 was Janus Henderson Group, an estimated $806M added.
  • The largest KLA seller in Q3 2022 was T. Rowe Price Associates, an estimated $419M sold.

Based on aggregated 13F filings for Q3 2022.