We are live on ! Find out more

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
SCM
1101
Silvant Capital Management
Georgia
$194K
FAM
1102
Flaharty Asset Management
Florida
$185K +$194K +4,040 New
AA
1103
Alta Advisers
United Kingdom
$183K
GA
1104
GoalVest Advisory
New York
$183K +$62.8K +1,310 +49%
WOC
1105
West Oak Capital
California
$183K
MPWT
1106
MassMutual Private Wealth & Trust
Connecticut
$182K +$80.6K +1,680 +73%
PWMG
1107
Prestige Wealth Management Group
New Jersey
$173K +$1.92K +40 +1%
UCB
1108
United Community Bank
South Carolina
$170K -$32.6K -680 -16%
GJIA
1109
Glass Jacobson Investment Advisors
Maryland
$158K +$14.4K +300 +10%
SS
1110
Sunbelt Securities
Texas
$155K -$15.3K -320 -9%
CAL
1111
Capital Analysts LLC
Pennsylvania
$142K +$19.7K +410 +15%
BWAM
1112
Boyd Watterson Asset Management
Ohio
$142K -$1.44K -30 -1%
KFS
1113
Kelly Financial Services
Massachusetts
$139K
MA
1114
Montag & Associates
Georgia
$137K
MA
1115
MCF Advisors
Kentucky
$130K -$2.88K -60 -2%
HI
1116
Harbour Investments
Wisconsin
$126K +$13.9K +290 +12%
BAAM
1117
Baker Avenue Asset Management
California
$125K
PGAM
1118
Princeton Global Asset Management
New Jersey
$119K
VCM
1119
Versant Capital Management
Arizona
$119K
EDRH
1120
Edmond de Rothschild Holding
Switzerland
$116K -$8.63K -180 -7%
NIMI
1121
Natixis Investment Managers International
France
$115K -$66.2K -1,380 -35%
DAC
1122
Dividend Assets Capital
South Carolina
$115K
FFA
1123
Farther Finance Advisors
California
$109K +$11K +230 +11%
GWMI
1124
Guardian Wealth Management (Illinois)
Illinois
$103K
IUHSA
1125
Itau Unibanco Holding S.A.
Brazil
$102K -$29.3K -610 -21%

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.