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Klaviyo

102 hedge funds and large institutions have $2.08B invested in Klaviyo in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 34 increasing their positions, 16 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

63% less call options, than puts

Call options by funds: $4.93M | Put options by funds: $13.4M

193.89% less ownership

Funds ownership: 395.96%202.07% (-194%)

Holders
102
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.93M
Puts
$13.4M
Net Calls
Net Calls Change

Top Buyers

1 +$29M
2 +$18.7M
3 +$18.3M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$16M
5
Morgan Stanley
Morgan Stanley
New York
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$6.45M
27
$5.55M
28
$5.5M
29
$5.24M
30
$5M
31
$4.84M
32
$4.71M
33
$4.62M
34
$4.17M
35
$3.89M
36
$3.82M
37
$3.77M
38
$3.47M
39
$3.22M
40
$2.6M
41
$2.55M
42
$2.52M
43
$2.05M
44
$2.02M
45
$2.01M
46
$1.92M
47
$1.88M
48
$1.78M
49
$1.78M
50
$1.75M