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Klaviyo
KVYO

Overview Fund Activity

130 hedge funds and large institutions have $2.47B invested in Klaviyo in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 50 increasing their positions, 18 reducing their positions, and 24 closing their positions.

Holders
130
Holders Change
+28
Holders Change %
+27.45%
% of All Funds
1.88%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
52
Increased
50
Reduced
18
Closed
24
Calls
$13.1M
Puts
$16.1M
Net Calls
-$2.96M
Net Calls Change
+$5.51M

Top Buyers

1
SCV
1
Sands Capital Ventures
Virginia
$89.6M
2
GM
2
Granger Management
New York
$75M
3
GCP
3
Greenoaks Capital Partners
California
$64M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$99.8M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$63.1M

Top Sellers

1
SCM
1
Steadfast Capital Management
New York
$0
2
BlackRock
2
BlackRock
New York
$39M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.71M
4
Morgan Stanley
4
Morgan Stanley
New York
$14M
5
GGHC
5
Gilder Gagnon Howe & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NCL
51
Nishkama Capital LLC
Puerto Rico
$4.03M +$4.03M +158,324 New
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$4M +$1.66M +65,103 +71%
DM
53
Diker Management
New York
$3.82M +$3.31M +129,900 +646%
Capstone Investment Advisors
54
Capstone Investment Advisors
New York
$3.73M +$543K +21,296 +17%
Charles Schwab
55
Charles Schwab
California
$3.47M -$36.1K -1,416 -1%
Cerity Partners
56
Cerity Partners
New York
$2.66M +$2.66M +104,264 New
3CP
57
3G Capital Partners
New York
$2.55M +$2.55M +100,000 New
NIP
58
Nicholas Investment Partners
California
$2.53M +$2.53M +99,394 New
Jane Street
59
Jane Street
New York
$2.49M +$109K +4,281 +5%
FG
60
Formula Growth
Quebec, Canada
$1.78M -$1.78M -70,000 -50%
Swiss National Bank
61
Swiss National Bank
Switzerland
$1.78M +$1.78M +69,700 New
Balyasny Asset Management
62
Balyasny Asset Management
Illinois
$1.75M +$1.75M +68,501 New
Fidelity Investments
63
Fidelity Investments
Massachusetts
$1.71M -$14.1M -555,332 -89%
Mitsubishi UFJ Asset Management
64
Mitsubishi UFJ Asset Management
Japan
$1.7M – – –
DWM
65
Dakota Wealth Management
Florida
$1.61M +$1.61M +63,256 New
Northern Trust
66
Northern Trust
Illinois
$1.51M +$301K +11,822 +25%
UBS Group
67
UBS Group
Switzerland
$1.48M +$1.31M +51,243 +732%
QT
68
Quantbot Technologies
New York
$1.39M +$628K +24,651 +83%
CG
69
Cynosure Group
Utah
$1.34M +$1.34M +52,759 New
Verition Fund Management
70
Verition Fund Management
Connecticut
$1.17M -$70.6K -2,771 -6%
Neuberger Berman Group
71
Neuberger Berman Group
New York
$1.16M +$7.24K +284 +0.6%
CWM
72
Cabot Wealth Management
Massachusetts
$1.15M +$1.15M +45,044 New
MSA
73
Marino Stram & Associates
Massachusetts
$1.12M +$1.12M +43,868 New
JF
74
Jump Financial
Illinois
$1.11M -$458K -17,983 -29%
CS
75
Credit Suisse
Switzerland
$1.04M +$1.04M +40,725 New
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