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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
QC
1201
Quent Capital
New York
$14.7K
NRG
1202
Nemes Rush Group
Michigan
$13.8K
WB
1203
Webster Bank
Connecticut
$13.8K
CB
1204
CNB Bank
Pennsylvania
$13.8K +$4.8K +100 +50%
SR
1205
Syntax Research
Florida
$13.3K +$13.9K +290 New
AWM
1206
Abound Wealth Management
Tennessee
$12.9K -$480 -10 -3%
RCM
1207
Raleigh Capital Management
North Carolina
$12.6K +$7.19K +150 +125%
CCMI
1208
Creative Capital Management Investments
California
$12.4K
AGWCA
1209
Annis Gardner Whiting Capital Advisors
Florida
$12.4K +$12.9K +270 New
PP
1210
PFS Partners
New Jersey
$12K
HIA
1211
Harbor Investment Advisory
Maryland
$11.5K
FFA
1212
Fairfield Financial Advisors
Massachusetts
$11.5K +$12K +250 New
FDCC
1213
Foster Dykema Cabot & Co
Massachusetts
$11K +$12K +250 New
OP
1214
ORG Partners
Indiana
$10.3K -$2.88K -60 -21%
CWM
1215
Cedar Wealth Management
California
$10.1K
FWM
1216
Focused Wealth Management
New York
$10.1K
IPW
1217
Impact Partnership Wealth
Georgia
$10.1K +$10.6K +220 New
WTG
1218
West Tower Group
Virginia
$10.1K +$10.6K +220 New
CB
1219
Community Bank
New York
$10.1K
SWA
1220
Sutton Wealth Advisors
Florida
$9.17K
HPC
1221
HM Payson & Co
Maine
$8.71K
MIM
1222
Macroview Investment Management
Maryland
$8.3K +$8.63K +180 New
FCA
1223
FinTrust Capital Advisors
South Carolina
$8.26K -$73.4K -1,530 -89%
CCA
1224
Column Capital Advisors
Indiana
$7.79K
ME
1225
McIlrath & Eck
Washington
$7.34K

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.