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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
EBA
1126
Eagle Bay Advisors
New York
$4.79K
HCP
1127
Hexagon Capital Partners
Arkansas
$4.79K
RCM
1128
Raleigh Capital Management
North Carolina
$4.79K +$4.73K +120 New
BCH
1129
Berkshire Capital Holdings
California
$3.99K
TF
1130
Tompkins Financial
New York
$3.99K
OLVIG
1131
Oliver Lagore Vanvalin Investment Group
Michigan
$3.59K
SC
1132
Stephens Consulting
Michigan
$3.59K
ADL
1133
Asset Dedication LLC
California
$3K -$2.76K -70 -47%
FMP
1134
Financial Management Professionals
Texas
$3K
SIA
1135
SkyView Investment Advisors
New Jersey
$3K +$2.76K +70 New
AWM
1136
Avior Wealth Management
Nebraska
$2.4K
FCA
1137
Fortis Capital Advisors
Kansas
$2.4K
NSIM
1138
North Star Investment Management
Illinois
$2.4K
TIM
1139
Tortoise Investment Management
New York
$2.4K
APW
1140
Acima Private Wealth
Virginia
$2.4K +$2.37K +60 New
CAL
1141
Capital Advisors Ltd
Ohio
$2K -$121K -3,080 -98%
MHR
1142
Matthew Hamilton Rosenberg
$2K
MFT
1143
Moisand Fitzgerald Tamayo
Florida
$2K
MWM
1144
Mascoma Wealth Management
New Hampshire
$1.93K
JFA
1145
JNBA Financial Advisors
Minnesota
$1.6K +$1.58K +40 New
OIS
1146
Okabena Investment Services
Minnesota
$1.6K +$1.58K +40 New
AP
1147
Arlington Partners
Alabama
$1.2K -$20.9K -530 -95%
HGWM
1148
Harvest Group Wealth Management
Massachusetts
$1.2K -$394 -10 -25%
HWP
1149
Highline Wealth Partners
California
$1.2K
MCM
1150
Manchester Capital Management
Vermont
$1.2K

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.