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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
TWD
1151
True Wealth Design
Ohio
$1.2K
Kayne Anderson Rudnick Investment Management
1152
Kayne Anderson Rudnick Investment Management
California
$1.2K +$1.18K +30 New
GFPC
1153
Global Financial Private Client
Florida
$1.2K
FGAM
1154
Financial Gravity Asset Management
Texas
$1.1K +$8.67K +220 +6%
TFA
1155
Transamerica Financial Advisors
Florida
$1K
AW
1156
Avion Wealth
Texas
$1K +$1.18K +30 New
FSWA
1157
Financial Synergies Wealth Advisors
Texas
$799
TFM
1158
TFC Financial Management
Massachusetts
$799 +$788 +20 New
UFF
1159
USA Financial Formulas
Michigan
$798 +$788 +20 New
PI
1160
PEAK6 Investments
Illinois
$703 +$788 +20 New
SWA
1161
SOA Wealth Advisors
New York
$407
SSB
1162
Sandy Spring Bank
Maryland
$400 +$394 +10 New
WA
1163
WestEnd Advisors
North Carolina
$399 -$394 -10 Closed
Hudson Bay Capital Management
1164
Hudson Bay Capital Management
Connecticut
-$41.1M -1,090,000 Closed
Holocene Advisors
1165
Holocene Advisors
New York
-$36.5M -968,920 Closed
CIM
1166
Chiron Investment Management
New York
-$13.5M -357,480 Closed
SI
1167
Sora Investors
Pennsylvania
-$11.3M -300,000 Closed
LCM
1168
Laurion Capital Management
New York
-$8.49M -215,490 Closed
MGWM
1169
Marks Group Wealth Management
Minnesota
-$6.79M -180,040 Closed
JWM
1170
Jackson Wealth Management
Florida
-$6.71M -177,870 Closed
Simplex Trading
1171
Simplex Trading
Illinois
-$6.48M -164,400 Closed
ROC
1172
Running Oak Capital
Minnesota
-$6.17M -163,550 Closed
CCP
1173
Clough Capital Partners
Massachusetts
-$5.88M -156,000 Closed
TL
1174
Tradewinds LLC
North Carolina
-$2.59M -146,380 Closed
MCM
1175
Maytus Capital Management
New York
-$4.34M -115,000 Closed

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.