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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
WSCM
1126
Wellington Shields Capital Management
New York
-$223K -7,000 Closed
MYLI
1127
Meiji Yasuda Life Insurance
Japan
-$221K -6,920 Closed
NFP
1128
Narus Financial Partners
Utah
-$220K -6,880 Closed
RCAG
1129
Rehmann Capital Advisory Group
Michigan
-$210K -6,590 Closed
SAM
1130
SP Asset Management
California
-$208K -6,520 Closed
ERWM
1131
Elk River Wealth Management
Colorado
-$207K -6,490 Closed
BWG
1132
Beta Wealth Group
California
-$205K -6,440 Closed
FWCM
1133
Ferguson Wellman Capital Management
Oregon
-$200K -6,280 Closed
AIM
1134
ARK Investment Management
Florida
-$171K -4,690 Closed
CI
1135
CX Institutional
Indiana
-$124K -3,880 Closed
CWP
1136
Concord Wealth Partners
Virginia
-$93K -2,910 Closed
CA
1137
CoreCap Advisors
Michigan
-$60K -1,870 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1138
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$52K -1,640 Closed
CWM
1139
Curi Wealth Management
North Carolina
-$46K -1,440 Closed
WOSD
1140
WFA of San Diego
California
-$33K -1,040 Closed
WSC
1141
Wellington Shields & Co
New York
-$32K -1,000 Closed
CAAS
1142
Capital Asset Advisory Services
Michigan
-$30K -940 Closed
PFS
1143
Prospera Financial Services
Texas
-$24K -740 Closed
KFP
1144
KB Financial Partners
New Jersey
-$18K -560 Closed
VVP
1145
Venture Visionary Partners
Ohio
-$12.1K -380 Closed
TWP
1146
TFO Wealth Partners
Ohio
-$10K -300 Closed
SFG
1147
Steward Financial Group
Texas
-$8K -270 Closed
BC
1148
Bartlett & Co
Ohio
-$7K -220 Closed
BCWM
1149
Bartlett & Co Wealth Management
Ohio
-$7.02K -220 Closed
FRA
1150
Front Row Advisors
California
-$7K -220 Closed

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.