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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
WF
1076
Welch & Forbes
Massachusetts
$219K -$5.28K -110 -2%
C
1077
Certuity
Florida
$218K -$118K -2,450 -34%
KFGK
1078
Keystone Financial Group (Kentucky)
Kentucky
$217K +$5.75K +120 +3%
AAP
1079
Arax Advisory Partners
Colorado
$216K +$41.2K +860 +22%
EWP
1080
Elevation Wealth Partners
California
$215K
SQA
1081
Simon Quick Advisors
New Jersey
$215K +$224K +4,680 New
MMA
1082
Miracle Mile Advisors
California
$214K -$2.88K -60 -1%
HKIMG
1083
Hutchens & Kramer Investment Management Group
Indiana
$214K -$6.24K -130 -3%
PCP
1084
Proficio Capital Partners
Massachusetts
$214K +$10.1K +210 +5%
PP
1085
PDS Planning
Ohio
$212K +$8.15K +170 +4%
AA
1086
AlphaMark Advisors
Kentucky
$211K -$40.8K -850 -16%
HIP
1087
HUB Investment Partners
Texas
$211K +$221K +4,600 New
CCA
1088
Childress Capital Advisors
Texas
$210K +$219K +4,570 New
BAM
1089
Bellevue Asset Management
Washington
$209K -$12K -250 -5%
SPIA
1090
Steward Partners Investment Advisory
New York
$208K +$2.4K +50 +1%
TIA
1091
Traphagen Investment Advisors
New Jersey
$206K
PIA
1092
Pinion Investment Advisors
Kansas
$206K +$215K +4,490 New
MCM
1093
Monument Capital Management
Virginia
$203K +$3.36K +70 +2%
BSI
1094
Bennett Selby Investments
Maine
$203K +$212K +4,430 New
VSQM
1095
V-Square Quantitative Management
Illinois
$203K +$212K +4,430 New
PCIA
1096
Prime Capital Investment Advisors
Kansas
$203K +$2.88K +60 +1%
OPA
1097
Old Port Advisors
Maine
$202K +$211K +4,400 New
QFA
1098
Quantum Financial Advisors
California
$201K
PIA
1099
Perennial Investment Advisors
California
$199K
GRP
1100
Global Retirement Partners
California
$197K +$11K +230 +6%

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.