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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
WOSD
1226
WFA of San Diego
California
-$37.7K -1,000 Closed
TWM
1227
Tradition Wealth Management
Minnesota
-$19K -500 Closed
AWM
1228
Accurate Wealth Management
Florida
-$19.1K -460 Closed
DCP
1229
Distillate Capital Partners
Illinois
-$11.7K -310 Closed
EE
1230
EWG Elevate
California
-$10.9K -290 Closed
Nomura Holdings
1231
Nomura Holdings
Japan
-$10K -270 Closed
LF
1232
Lee Financial
Texas
-$7.92K -210 Closed
SC
1233
Sierra Capital
Florida
-$6K -150 Closed
ZIG
1234
Zullo Investment Group
Pennsylvania
-$4.54K -120 Closed
MSCM
1235
McElhenny Sheffield Capital Management
Texas
-$3.77K -100 Closed
MPCL
1236
My Personal CFO LLC
Washington
-$3.77K -100 Closed
Optiver Holding
1237
Optiver Holding
Netherlands
-$3K -90 Closed
AA
1238
Ancora Advisors
Ohio
-$2K -60 Closed
ACM
1239
AUA Capital Management
Pennsylvania
-$2.26K -60 Closed
ST
1240
Sageworth Trust
Pennsylvania
-$2K -60 Closed
CTB
1241
Country Trust Bank
Illinois
-$1.13K -30 Closed
FA
1242
Fiduciary Alliance
South Carolina
-$754 -20 Closed
PCA
1243
Providence Capital Advisors
North Carolina
-$388 -10 Closed
GKIM
1244
GW&K Investment Management
Massachusetts
+$394 +10 New

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.