We are live on ! Find out more
KVYO icon

Klaviyo

156 hedge funds and large institutions have $3.99B invested in Klaviyo in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 45 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more call options, than puts

Call options by funds: $70.2M | Put options by funds: $15.8M

132% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 19

45% more capital invested

Capital invested by funds: $2.76B → $3.99B (+$1.23B)

19% more funds holding

Funds holding: 131156 (+25)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

8% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 49

2.11% less ownership

Funds ownership: 157.37%155.26% (-2.1%)

Holders
156
Holders Change
+25
Holders Change %
+19.08%
% of All Funds
2.24%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
44
Increased
45
Reduced
49
Closed
19
Calls
$70.2M
Puts
$15.8M
Net Calls
+$54.4M
Net Calls Change
+$55.7M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
51
William Blair & Company
Illinois
$7.32M +$182K +6,288 +3%
CG
52
Cynosure Group
Utah
$6.89M +$4.11M +141,884 +269%
Pathstone Holdings
53
Pathstone Holdings
New Jersey
$5.74M +$2.96K +102 +0.1%
Northern Trust
54
Northern Trust
Illinois
$5.72M +$699K +24,126 +18%
LCG
55
Lisanti Capital Growth
New York
$5.51M +$4.52M +155,810 New
DM
56
Diker Management
New York
$5.25M -$1.5M -51,641 -26%
IWC
57
Integrated Wealth Concepts
Massachusetts
$5.11M +$4.19M +144,530 New
Jane Street
58
Jane Street
New York
$4.73M -$1.45M -50,151 -27%
EGM
59
Engineers Gate Manager
New York
$4.13M +$2.91M +100,300 +608%
Swiss National Bank
60
Swiss National Bank
Switzerland
$3.89M -$119K -4,100 -4%
TI
61
Trexquant Investment
Connecticut
$3.65M +$264K +9,122 +10%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$3.57M +$2.37M +81,861 +428%
3CP
63
3G Capital Partners
New York
$3.54M
Cerity Partners
64
Cerity Partners
New York
$3.36M
CWM
65
Cabot Wealth Management
Massachusetts
$3.2M +$1.32M +45,451 +101%
NIP
66
Nicholas Investment Partners
California
$3.04M +$2.49M +86,046 New
GIPM
67
G2 Investment Partners Management
New York
$2.84M +$2.32M +80,196 New
RC
68
Renaissance Capital
Connecticut
$2.77M +$1.3M +44,977 +135%
Mariner
69
Mariner
Kansas
$2.54M +$6.09K +210 +0.3%
Holocene Advisors
70
Holocene Advisors
New York
$2.4M -$1.35M -46,647 -41%
DWM
71
Dakota Wealth Management
Florida
$2.24M
Tudor Investment Corp
72
Tudor Investment Corp
Connecticut
$2.23M +$947K +32,677 +108%
UBS AM
73
UBS AM
Illinois
$2.11M -$753K -25,962 -30%
UBS Group
74
UBS Group
Switzerland
$2.01M +$337K +11,610 +26%
Walleye Capital
75
Walleye Capital
New York
$1.95M -$514K -17,747 -24%