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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
SICM
1201
Sustainable Insight Capital Management
New York
-$334K -8,870 Closed
ECM
1202
Everence Capital Management
Indiana
-$333 -8,820 Closed
TCA
1203
Transcend Capital Advisors
New Jersey
-$329K -8,730 Closed
CPM
1204
Connective Portfolio Management
New York
-$302K -8,000 Closed
CMS
1205
Capital Market Strategies
Florida
-$297K -7,870 Closed
PFG
1206
PAX Financial Group
Texas
-$296K -7,850 Closed
QT
1207
Quantamental Technologies
New York
-$292K -7,750 Closed
ACA
1208
Aptus Capital Advisors
Alabama
-$245K -6,500 Closed
WANY
1209
Wealthspire Advisors (New York)
New York
-$228K -6,060 Closed
SPA
1210
Sherbrooke Park Advisers
New York
-$226K -6,000 Closed
FAM
1211
Flaharty Asset Management
Florida
-$221K -5,870 Closed
IIM
1212
InTrack Investment Management
Vermont
-$221K -5,860 Closed
OPA
1213
Old Port Advisors
Maine
-$217K -5,760 Closed
9WM
1214
9258 Wealth Management
Ohio
-$210K -5,560 Closed
MCC
1215
Money Concepts Capital
Florida
-$208K -5,510 Closed
CMF
1216
Counterpoint Mutual Funds
California
-$151K -4,000 Closed
AAMA
1217
Advanced Asset Management Advisors
Ohio
-$128K -3,400 Closed
SL
1218
Sonnipe Ltd
Isle Of Man
-$98.8K -2,620 Closed
GFL
1219
Granite FO LLC
New Hampshire
-$102K -2,590 Closed
AWM
1220
Ameliora Wealth Management
Switzerland
-$87.8K -2,330 Closed
SW
1221
SteelPeak Wealth
California
-$84.8K -2,250 Closed
WA
1222
Win Advisors
Florida
-$84.1K -2,230 Closed
MUMSS
1223
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$64K -1,700 Closed
CS
1224
Comerica Securities
Michigan
-$55.4K -1,470 Closed
SC
1225
Seldon Capital
California
-$42.2K -1,120 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.