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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
PA
1026
Probity Advisors
Texas
$251K -$50.4K -1,050 -16%
NC
1027
NinePointTwo Capital
California
$251K +$263K +5,480 New
MIM
1028
Morningstar Investment Management
Illinois
$250K
ABC
1029
Associated Banc-Corp
Wisconsin
$249K
EIG
1030
Ellenbecker Investment Group
Wisconsin
$249K +$260K +5,430 New
JF
1031
Jump Financial
Illinois
$248K -$81.5K -1,700 -24%
RA
1032
Rational Advisors
New York
$246K +$103K +2,150 +67%
GSIS
1033
Global Strategic Investment Solutions
Arizona
$246K
JBA
1034
Johnson Bixby & Associates
Washington
$245K
HCM
1035
Howland Capital Management
Massachusetts
$245K -$232K -4,840 -48%
WWM
1036
Wolff Wiese Magana
California
$244K -$33.6K -700 -12%
WA
1037
Win Advisors
Florida
$244K +$255K +5,310 New
SAM
1038
Sompo Asset Management
Japan
$243K +$254K +5,300 New
FMLI
1039
Fukoku Mutual Life Insurance
Japan
$242K
SIA
1040
Sit Investment Associates
Minnesota
$241K
AC
1041
Allstate Corporation
Illinois
$241K
HAS
1042
HBW Advisory Services
California
$239K +$250K +5,220 New
NRD
1043
Nebula Research & Development
New York
$239K +$250K +5,210 New
RCAG
1044
Rehmann Capital Advisory Group
Michigan
$238K
NRC
1045
New Republic Capital
North Carolina
$237K +$248K +5,180 New
QPWM
1046
Quadrant Private Wealth Management
Pennsylvania
$237K +$6.71K +140 +3%
VA
1047
Valmark Advisers
Ohio
$235K +$6.24K +130 +3%
AIM
1048
AHL Investment Management
Florida
$235K
JWBC
1049
John W. Bristol & Co
New York
$235K
SAF
1050
Smith Anglin Financial
Texas
$235K +$246K +5,120 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.