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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
CFGS
1151
Concourse Financial Group Securities
Alabama
$56.9K -$8.15K -170 -12%
PSB
1152
Piscataqua Savings Bank
New Hampshire
$56.4K
NS
1153
NBC Securities
Alabama
$55K +$57.6K +1,200 New
WIM
1154
Westside Investment Management
California
$51.8K
OCM
1155
Orion Capital Management
California
$50.9K +$53.2K +1,110 New
PP
1156
Pacifica Partners
Canada
$46.1K
PB
1157
Pinnacle Bancorp
Nebraska
$45.9K
WOSD
1158
WFA of San Diego
California
$45.9K
GKIM
1159
GW&K Investment Management
Massachusetts
$45K +$20.6K +430 +77%
FMII
1160
Farmers & Merchants Investments Inc
Nebraska
$44.9K -$959 -20 -2%
PG
1161
Proffitt & Goodson
Tennessee
$44K
CCP
1162
Carmel Capital Partners
California
$43.6K +$28.3K +590 +164%
AIM
1163
Anchor Investment Management
South Carolina
$39.9K
CAC
1164
Core Alternative Capital
Georgia
$38.6K
PPWM
1165
PFG Private Wealth Management
Florida
$36.2K -$75.3K -1,570 -67%
BFEC
1166
Benjamin F. Edwards & Company
Missouri
$34K
JWM
1167
Janiczek Wealth Management
Colorado
$33.9K +$35.5K +740 New
KFI
1168
Key Financial Inc
Pennsylvania
$33K
POIA
1169
Pin Oak Investment Advisors
Texas
$31K -$83K -1,730 -72%
CA
1170
Centerpoint Advisors
Massachusetts
$31K
EARNEST Partners
1171
EARNEST Partners
Georgia
$30.7K
CB
1172
Centennial Bank
Arkansas
$30.7K +$32.1K +670 New
GI
1173
Gradient Investments
Minnesota
$30.3K -$1.44K -30 -4%
JGIA
1174
Jackson Grant Investment Advisers
Connecticut
$30.3K
BIA
1175
Bell Investment Advisors
California
$30.3K +$2.4K +50 +8%

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.