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Klaviyo
KVYO

Overview Fund Activity

183 hedge funds and large institutions have $4.7B invested in Klaviyo in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 28 closing their positions.

Holders
183
Holders Change
+29
Holders Change %
+18.83%
% of All Funds
2.44%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
59
Increased
61
Reduced
44
Closed
28
Calls
$89.6M
Puts
$44.5M
Net Calls
+$45.2M
Net Calls Change
-$9.21M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$66.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$52.5M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$38.9M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$54M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$30.9M

Top Sellers

1
SP
1
Summit Partners
Massachusetts
$1.68B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$124M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$21.4K
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$165M
5
Millennium Management
5
Millennium Management
New York
$3.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
Raymond James Financial
51
Raymond James Financial
Florida
$12.1M +$12.1M +294,055 New
Bank of America
52
Bank of America
North Carolina
$11.4M +$884K +21,425 +8%
Adage Capital Partners
53
Adage Capital Partners
Massachusetts
$10.3M -$8.25M -200,000 -44%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$8.96M – – –
William Blair & Company
55
William Blair & Company
Illinois
$8.5M -$30.7K -744 -0.4%
Alkeon Capital Management
56
Alkeon Capital Management
New York
$8.25M -$4.12M -100,000 -33%
CG
57
Cynosure Group
Utah
$8.03M – – –
SSA
58
Sierra Summit Advisors
Nevada
$7.95M +$7.95M +192,816 New
Acadian Asset Management
59
Acadian Asset Management
Massachusetts
$7.79M +$7.79M +189,233 New
Northern Trust
60
Northern Trust
Illinois
$7.75M +$1.08M +26,143 +16%
Pathstone Holdings
61
Pathstone Holdings
New Jersey
$6.95M +$263K +6,387 +4%
PCH
62
Polar Capital Holdings
United Kingdom
$6.93M -$6.13M -148,607 -47%
UBS Group
63
UBS Group
Switzerland
$6.11M +$3.77M +91,452 +161%
IWC
64
Integrated Wealth Concepts
Massachusetts
$5.96M +$3.46K +84 +0.1%
NIP
65
Nicholas Investment Partners
California
$5.8M +$2.25M +54,509 +63%
LCG
66
Lisanti Capital Growth
New York
$5.46M -$963K -23,345 -15%
RC
67
Renaissance Capital
Connecticut
$5.06M +$1.82M +44,245 +56%
Swiss National Bank
68
Swiss National Bank
Switzerland
$4.71M +$177K +4,300 +4%
PP
69
PDT Partners
New York
$4.61M +$2.47M +59,801 +115%
UBS AM
70
UBS AM
Illinois
$4.34M +$1.88M +45,523 +76%
DM
71
Diker Management
New York
$4.12M -$1.99M -48,359 -33%
TAM
72
Telemark Asset Management
Massachusetts
$4.12M +$4.12M +100,000 New
SCA
73
Snowden Capital Advisors
New York
$3.98M +$3.98M +96,513 New
Deutsche Bank
74
Deutsche Bank
Germany
$3.91M +$3.86M +93,609 +7,135%
Millennium Management
75
Millennium Management
New York
$3.81M -$23.8M -577,538 -86%
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