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Klaviyo
KVYO

Overview Fund Activity

154 hedge funds and large institutions have $3.97B invested in Klaviyo in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 45 increasing their positions, 48 reducing their positions, and 20 closing their positions.

Holders
154
Holders Change
+23
Holders Change %
+17.56%
% of All Funds
2.23%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
43
Increased
45
Reduced
48
Closed
20
Calls
$70.2M
Puts
$15.8M
Net Calls
+$54.4M
Net Calls Change
+$55.7M

Top Buyers

1
WRCM
1
Whale Rock Capital Management
Massachusetts
$127M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$44.5M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$44.5M
4
SA
4
SpiderRock Advisors
Delaware
$17.7M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$16M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$16.6M
2
GM
2
Granger Management
New York
$12.1M
3
SP
3
Summit Partners
Massachusetts
$1.64B
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$0
5
AM
5
Atreides Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CG
51
Cynosure Group
Utah
$6.89M 194,643 +141,884 +269%
Pathstone Holdings
52
Pathstone Holdings
New Jersey
$5.74M 162,254 +102 +0.1%
Northern Trust
53
Northern Trust
Illinois
$5.72M 161,745 +24,126 +18%
LCG
54
Lisanti Capital Growth
New York
$5.51M 155,810 +155,810 New
DM
55
Diker Management
New York
$5.25M 148,359 -51,641 -26%
IWC
56
Integrated Wealth Concepts
Massachusetts
$5.11M 144,530 +144,530 New
Jane Street
57
Jane Street
New York
$4.73M 133,784 -50,151 -27%
EGM
58
Engineers Gate Manager
New York
$4.13M 116,807 +100,300 +608%
Swiss National Bank
59
Swiss National Bank
Switzerland
$3.89M 109,900 -4,100 -4%
TI
60
Trexquant Investment
Connecticut
$3.65M 103,241 +9,122 +10%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$3.57M 100,982 +81,861 +428%
3CP
62
3G Capital Partners
New York
$3.54M 100,000 – –
Cerity Partners
63
Cerity Partners
New York
$3.36M 95,104 – –
CWM
64
Cabot Wealth Management
Massachusetts
$3.2M 90,425 +45,451 +101%
NIP
65
Nicholas Investment Partners
California
$3.04M 86,046 +86,046 New
GIPM
66
G2 Investment Partners Management
New York
$2.84M 80,196 +80,196 New
RC
67
Renaissance Capital
Connecticut
$2.77M 78,401 +44,977 +135%
Mariner
68
Mariner
Kansas
$2.54M 71,695 +210 +0.3%
Holocene Advisors
69
Holocene Advisors
New York
$2.4M 67,975 -46,647 -41%
DWM
70
Dakota Wealth Management
Florida
$2.24M 63,256 – –
Tudor Investment Corp
71
Tudor Investment Corp
Connecticut
$2.23M 62,909 +32,677 +108%
UBS AM
72
UBS AM
Illinois
$2.11M 59,655 -25,962 -30%
UBS Group
73
UBS Group
Switzerland
$2.01M 56,679 +11,610 +26%
Walleye Capital
74
Walleye Capital
New York
$1.95M 55,080 -17,747 -24%
PP
75
PDT Partners
New York
$1.84M 52,098 -7,500 -13%
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