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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
SSG
1226
Summit Securities Group
New York
$7K -$14.9K -310 -67%
SVCP
1227
Silicon Valley Capital Partners
California
$6.9K
GEA
1228
Glen Eagle Advisors
New Jersey
$6.9K -$480 -10 -6%
SIC
1229
SJS Investment Consulting
Ohio
$6.88K +$480 +10 +7%
HCP
1230
Hexagon Capital Partners
Arkansas
$6.88K -$480 -10 -6%
SIS
1231
Sound Income Strategies
Florida
$6.88K
PCTC
1232
Perkins Coie Trust Company
Washington
$6.88K +$7.19K +150 New
WWP
1233
WR Wealth Planners
Missouri
$6.42K -$34.5K -720 -84%
FP
1234
Financial Perspectives
Minnesota
$6.31K
SIA
1235
SkyView Investment Advisors
New Jersey
$6K -$959 -20 -13%
TWM
1236
Tradition Wealth Management
Minnesota
$6K
DJSG
1237
D.J. St. Germain
Massachusetts
$5.96K
JFA
1238
JNBA Financial Advisors
Minnesota
$5.96K +$2.88K +60 +86%
EBA
1239
Eagle Bay Advisors
New York
$5.5K
CTWM
1240
Cherry Tree Wealth Management
Minnesota
$5.5K +$4.8K +100 +500%
SL
1241
Salomon & Ludwin
Virginia
$5.5K +$5.75K +120 New
CWC
1242
Carolinas Wealth Consulting
North Carolina
$5.17K
CT
1243
Cambridge Trust
Massachusetts
$5.04K +$5.28K +110 New
OLVIG
1244
Oliver Lagore Vanvalin Investment Group
Michigan
$5.04K +$5.28K +110 New
BCH
1245
Berkshire Capital Holdings
California
$4.59K
MCM
1246
Manchester Capital Management
Vermont
$4.59K
SC
1247
Stephens Consulting
Michigan
$4.13K
AW
1248
Avion Wealth
Texas
$4K +$1.44K +30 +38%
FMP
1249
Financial Management Professionals
Texas
$3K
TVWM
1250
Tower View Wealth Management
Wisconsin
$3K

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.