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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.19B -$97.3M -2,469,070 -2%
BlackRock
2
BlackRock
New York
$4.38B +$11.8M +300,040 +0.3%
Primecap Management
3
Primecap Management
California
$2.53B -$166M -4,220,650 -6%
Capital International Investors
4
Capital International Investors
California
$2.36B -$88.3M -2,241,800 -4%
State Street
5
State Street
Massachusetts
$2.29B +$18.9M +478,380 +0.8%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.31B +$200M +5,064,990 +18%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$1.18B +$282M +7,154,250 +32%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.13B +$106M +2,681,040 +10%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$1.11B +$40.9M +1,038,650 +4%
Goldman Sachs
10
Goldman Sachs
New York
$1.1B +$78.7M +1,997,150 +8%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$971M -$1.08B -27,352,730 -53%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$909M -$53.3M -1,351,820 -6%
Ameriprise
13
Ameriprise
Minnesota
$899M -$37.7M -957,600 -4%
Bank of America
14
Bank of America
North Carolina
$736M +$104M +2,639,260 +17%
PAMS
15
Pictet Asset Management (Switzerland)
Switzerland
$701M +$12.6M +320,740 +2%
Northern Trust
16
Northern Trust
Illinois
$646M -$12.8M -323,870 -2%
Amundi
17
Amundi
France
$624M +$56.2M +1,426,610 +10%
Norges Bank
18
Norges Bank
Norway
$614M +$8.02M +203,600 +1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$592M -$29.8M -755,790 -5%
State Farm Mutual Automobile Insurance
20
State Farm Mutual Automobile Insurance
Illinois
$567M
T. Rowe Price Investment Management
21
T. Rowe Price Investment Management
Maryland
$566M -$317M -8,035,590 -36%
Invesco
22
Invesco
Georgia
$505M +$71.3M +1,809,680 +17%
Morgan Stanley
23
Morgan Stanley
New York
$430M -$83.1M -2,109,010 -16%
Legal & General Group
24
Legal & General Group
United Kingdom
$400M +$13.4M +338,890 +4%
CWM
25
C2C Wealth Management
Arizona
$338M +$4.94M +125,260 +1%

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.