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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
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$37.3M +$237K +4,940 +0.6%
JMPWA
152
JP Morgan Private Wealth Advisors
California
$36.8M +$38.5M +803,350 New
LCM
153
Logan Capital Management
Pennsylvania
$36.6M -$1.78M -37,060 -4%
SEI Investments
154
SEI Investments
Pennsylvania
$36.4M -$5.29M -110,370 -12%
Retirement Systems of Alabama
155
Retirement Systems of Alabama
Alabama
$36.4M -$128K -2,670 -0.3%
State of New Jersey Common Pension Fund D
156
State of New Jersey Common Pension Fund D
New Jersey
$35.6M -$1.88M -39,240 -5%
Ohio Public Employees Retirement System (OPERS)
157
Ohio Public Employees Retirement System (OPERS)
Ohio
$35.5M -$3.25M -67,860 -8%
NC
158
Nicholas Company
Wisconsin
$35.5M -$6.97M -145,400 -16%
FMI
159
Factory Mutual Insurance
Massachusetts
$35.5M
Citadel Advisors
160
Citadel Advisors
Florida
$35.5M +$13.5M +280,460 +57%
Chevy Chase Trust
161
Chevy Chase Trust
Maryland
$35.2M -$996K -20,760 -3%
State of Wisconsin Investment Board
162
State of Wisconsin Investment Board
Wisconsin
$35M -$16.4M -342,550 -31%
Osaic Holdings
163
Osaic Holdings
Arizona
$34.9M +$15.6M +325,860 +75%
NW
164
NewEdge Wealth
Pennsylvania
$33.2M +$8.03M +167,420 +30%
GC
165
Guggenheim Capital
Illinois
$32.5M -$6.96M -145,120 -17%
CIP
166
Cornerstone Investment Partners
Georgia
$32.1M -$878K -18,300 -3%
ONB
167
Old National Bancorp
Indiana
$31.8M -$33.6K -700 -0.1%
US Bancorp
168
US Bancorp
Minnesota
$31.5M +$47K +980 +0.1%
BGIM
169
Brandywine Global Investment Management
Pennsylvania
$31.4M -$51.8M -1,080,830 -61%
Royal London Asset Management
170
Royal London Asset Management
United Kingdom
$31.1M +$2.16M +45,040 +7%
MSV
171
MN Services Vermogensbeheer
Netherlands
$30.9M +$336K +7,000 +1%
Stifel Financial
172
Stifel Financial
Missouri
$30.8M -$3.13M -65,320 -9%
EAM
173
Eventide Asset Management
Massachusetts
$30.7M +$3.04M +63,310 +10%
Teacher Retirement System of Texas
174
Teacher Retirement System of Texas
Texas
$30.2M +$5.65M +117,790 +22%
CII
175
Capital International Inc
California
$29.8M +$34.1K +710 +0.1%

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.