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KLA
KLAC

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: 1,224 → 1,276 (+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: 38 → 34 (-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

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$192M
2
Alkeon Capital Management
Alkeon Capital Management
New York
+$192M
3
Two Sigma Investments
Two Sigma Investments
New York
+$143M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$104M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$91.3M

Top Sellers

Rank Fund Capital Flow
1
Fidelity International
Fidelity International
Bermuda
-$211M
2
Capital International Investors
Capital International Investors
California
-$211M
3
MGIM
M&G Investment Management
United Kingdom
-$126M
4
ECU
Egerton Capital (UK)
United Kingdom
-$92.7M
5
Barclays
Barclays
United Kingdom
-$85.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
1251
North Star Investment Management
Illinois
$2.75K – – –
TIM
1252
Tortoise Investment Management
New York
$2.75K – – –
TFA
1253
Toth Financial Advisory
Virginia
$2.75K – – –
IHWM
1254
Iron Horse Wealth Management
Iowa
$2.75K +$2.88K +60 New
MFT
1255
Moisand Fitzgerald Tamayo
Florida
$2.29K – – –
MWM
1256
Mascoma Wealth Management
New Hampshire
$2.29K – – –
MHR
1257
Matthew Hamilton Rosenberg
$2.29K – – –
LFA
1258
LGT Financial Advisors
Texas
$2.29K +$2.4K +50 New
CAL
1259
Capital Advisors Ltd
Ohio
$2K – – –
TCA
1260
Trifecta Capital Advisors
Illinois
$1.84K +$1.92K +40 New
AA
1261
Ancora Advisors
Ohio
$1.47K – – –
GFPC
1262
Global Financial Private Client
Florida
$1.38K – – –
AP
1263
Arlington Partners
Alabama
$1.38K – – –
HWP
1264
Highline Wealth Partners
California
$1.38K – – –
TWD
1265
True Wealth Design
Ohio
$1.38K – – –
AT
1266
Arlington Trust
Alabama
$1.38K +$1.44K +30 New
Jones Financial Companies
1267
Jones Financial Companies
Missouri
$1.38K +$1.44K +30 New
AWM
1268
Avior Wealth Management
Nebraska
$1.38K -$1.44K -30 -50%
FGAM
1269
Financial Gravity Asset Management
Texas
$1.15K -$232K -4,830 -100%
TFA
1270
Transamerica Financial Advisors
Florida
$1K – – –
TFGT
1271
TS Financial Group (TSFG)
Illinois
$1K – – –
FSWA
1272
Financial Synergies Wealth Advisors
Texas
$918 – – –
TFM
1273
TFC Financial Management
Massachusetts
$918 – – –
SWA
1274
SOA Wealth Advisors
New York
$470 – – –
SSB
1275
Sandy Spring Bank
Maryland
$459 -$3.84K -80 -89%
49 50
51
52 53

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.