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
FHA
1026
First Horizon Advisors
Tennessee
$95.5K -$3.94K -100 -4%
PMFA
1027
Plante Moran Financial Advisors
Michigan
$94.2K +$15.8K +400 +20%
DAC
1028
Dividend Assets Capital
South Carolina
$94K
PPWM
1029
PFG Private Wealth Management
Florida
$93.8K -$788 -20 -0.8%
CAL
1030
Capital Analysts LLC
Pennsylvania
$92K +$70.5K +1,790 +351%
HGERS
1031
Householder Group Estate & Retirement Specialist
Arizona
$90K +$89.1K +2,260 New
GWMI
1032
Guardian Wealth Management (Illinois)
Illinois
$89.5K -$394 -10 -0.4%
C
1033
Covestor
United Kingdom
$89K -$24.4K -620 -22%
EDRH
1034
Edmond de Rothschild Holding
Switzerland
$86.2K -$135K -3,430 -61%
CWC
1035
Carolinas Wealth Consulting
North Carolina
$86.2K +$80.8K +2,050 +1,864%
T
1036
TOBAM
France
$86K +$33.5K +850 +65%
AWM
1037
AllSquare Wealth Management
New York
$79.8K
WPA
1038
West Paces Advisors
Georgia
$77K +$1.18K +30 +2%
HC
1039
Hoese & Co
Minnesota
$75.9K
EI
1040
Ellevest Inc
New York
$74.2K -$585K -14,840 -89%
LFG
1041
Larson Financial Group
Missouri
$72K +$5.12K +130 +8%
HFM
1042
Hartford Financial Management
Connecticut
$71.9K +$5.12K +130 +8%
MA
1043
MCF Advisors
Kentucky
$71.5K +$36.7K +930 +108%
IBOK
1044
Independence Bank of Kentucky
Kentucky
$67.9K
GWSG
1045
GPS Wealth Strategies Group
Colorado
$65.4K +$64.6K +1,640 New
FCA
1046
FinTrust Capital Advisors
South Carolina
$64.5K
HDIM
1047
Hanson & Doremus Investment Management
Vermont
$63K
TAIM
1048
TD Ameritrade Investment Management
Nebraska
$62K -$15.4K -390 -20%
BAM
1049
Byrne Asset Management
New Jersey
$62K -$3.15K -80 -5%
GFWA
1050
Grey Fox Wealth Advisors
Delaware
$61.1K

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.