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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
B
1326
Barings
North Carolina
-$212K -4,370 Closed
AIM
1327
Alhambra Investment Management
Florida
-$211K -4,360 Closed
FWM
1328
Forza Wealth Management
Florida
-$209K -4,300 Closed
BFG
1329
Berger Financial Group
Minnesota
-$207K -4,270 Closed
DOA
1330
D'Orazio & Associates
Virginia
-$207K -4,260 Closed
GIA
1331
Guyasuta Investment Advisors
Pennsylvania
-$206K -4,250 Closed
DBT
1332
Dubuque Bank & Trust
Iowa
-$202K -4,160 Closed
TAIM
1333
TD Ameritrade Investment Management
Nebraska
-$72K -1,480 Closed
AWM
1334
Activest Wealth Management
Florida
-$41.2K -860 Closed
TFP
1335
Tilia Fiduciary Partners
North Carolina
-$38.8K -800 Closed
IAIM
1336
Industrial Alliance Investment Management
Quebec, Canada
-$38K -780 Closed
WIM
1337
WealthPlan Investment Management
Nebraska
-$29.1K -600 Closed
BC
1338
Belmont Capital
California
-$22.8K -470 Closed
2L
1339
25 LLC
Missouri
-$19.5K -410 Closed
WP
1340
WealthPLAN Partners
Nebraska
-$19.9K -410 Closed
WAM
1341
Worth Asset Management
Texas
-$12.6K -260 Closed
IRC
1342
Investors Research Corp
Georgia
-$10.2K -210 Closed
BG
1343
Bollard Group
Massachusetts
-$10K -200 Closed
HF
1344
Halpern Financial
Virginia
-$6.3K -130 Closed
DI
1345
Disciplined Investments
Oklahoma
-$5.82K -120 Closed
TF
1346
Tompkins Financial
New York
-$4.85K -100 Closed
CAS
1347
Coppell Advisory Solutions
Texas
-$954 -20 Closed
FA
1348
Fiduciary Alliance
South Carolina
-$970 -20 Closed
CA
1349
Crewe Advisors
Utah
-$486 -10 Closed
IFAM
1350
Institutional & Family Asset Management
Colorado
-$485 -10 Closed

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.