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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
C
1126
Covestor
United Kingdom
$100K -$20.6K -430 -17%
T
1127
TOBAM
France
$99K
GM
1128
GeoWealth Management
Illinois
$95K +$18.2K +380 +23%
MRCM
1129
M&R Capital Management
New Jersey
$92.2K +$17.3K +360 +22%
HGERS
1130
Householder Group Estate & Retirement Specialist
Arizona
$91.9K +$95.9K +2,000 New
AWM
1131
AllSquare Wealth Management
New York
$91.7K
RDFA
1132
Ritter Daniher Financial Advisory
Ohio
$91.7K +$95.9K +2,000 New
RL
1133
Rogco LP
Oklahoma
$91.7K +$95.9K +2,000 New
HC
1134
Hoese & Co
Minnesota
$91.7K
PMFA
1135
Plante Moran Financial Advisors
Michigan
$89.9K
WPA
1136
West Paces Advisors
Georgia
$88.5K
FHA
1137
First Horizon Advisors
Tennessee
$80.8K -$7.67K -160 -8%
FFC
1138
First Financial Corp
Indiana
$80.7K +$84.4K +1,760 New
GWSG
1139
GPS Wealth Strategies Group
Colorado
$80.2K
HDIM
1140
Hanson & Doremus Investment Management
Vermont
$72K
BAM
1141
Byrne Asset Management
New Jersey
$71K
Capstone Investment Advisors
1142
Capstone Investment Advisors
New York
$70.2K -$604K -12,600 -89%
CTA
1143
Colonial Trust Advisors
South Carolina
$69.3K +$6.71K +140 +10%
WBC
1144
West Branch Capital
Massachusetts
$64.2K
ADL
1145
Asset Dedication LLC
California
$62K +$60.4K +1,260 +1,575%
SIM
1146
Studio Investment Management
Illinois
$60.5K
IBOK
1147
Independence Bank of Kentucky
Kentucky
$59.6K
AP
1148
Advisors Preferred
Maryland
$58.5K +$60.9K +1,270 New
SN
1149
Sittner & Nelson
Oregon
$58.3K
HWA
1150
Heritage Wealth Advisors
Virginia
$57.3K

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.