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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
51
$1.71M
52
$1.64M
53
$1.48M
54
$1.39M
55
$1.39M
56
$1.36M
57
$1.32M
58
$1.32M
59
$1.26M
60
$1.17M
61
$1.11M
62
$1.09M
63
$972K
64
$972K
65
$947K
66
$887K
67
$833K
68
$827K
69
$779K
70
$699K
71
$695K
72
$639K
73
$562K
74
$558K
75
$498K