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Klaviyo
KVYO

96 hedge funds and large institutions have $2.62B invested in Klaviyo in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

395.96% more ownership

Funds ownership: 0% → 395.96% (+396%)

14% more call options, than puts

Call options by funds: $1.41M | Put options by funds: $1.24M

Holders
96
Holders Change
+96
Holders Change %
–
% of All Funds
1.52%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.08%
New
96
Increased
–
Reduced
–
Closed
–
Calls
$1.41M
Puts
$1.24M
Net Calls
+$177K
Net Calls Change
+$177K

Top Buyers

Rank Fund Capital Flow
1
SP
Summit Partners
Massachusetts
+$1.7B
2
BlackRock
BlackRock
New York
+$64.2M
3
ClearBridge Investments
ClearBridge Investments
New York
+$64M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$53.9M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$52.8M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
76
Weiss Asset Management
Massachusetts
$518K +$515K +15,000 New
VF
77
Virtu Financial
New York
$490K +$487K +14,203 New
Qube Research & Technologies (QRT)
78
Qube Research & Technologies (QRT)
United Kingdom
$429K +$427K +12,442 New
AIMCA
79
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$391K +$389K +11,344 New
Pictet Asset Management
80
Pictet Asset Management
Switzerland
$387K +$385K +11,228 New
Verition Fund Management
81
Verition Fund Management
Connecticut
$345K +$343K +10,000 New
WP
82
Woodline Partners
California
$277K +$276K +8,040 New
Simplex Trading
83
Simplex Trading
Illinois
$273K +$272K +7,928 New
Deutsche Bank
84
Deutsche Bank
Germany
$173K +$172K +5,000 New
SC
85
Skylands Capital
Wisconsin
$173K +$172K +5,000 New
Legal & General Group
86
Legal & General Group
United Kingdom
$172K +$172K +5,000 New
Ensign Peak Advisors
87
Ensign Peak Advisors
Utah
$163K +$162K +4,722 New
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$84K +$83.6K +2,436 New
HLAM
89
Hidden Lake Asset Management
New York
$69K +$68.6K +2,000 New
New York State Common Retirement Fund
90
New York State Common Retirement Fund
New York
$65K +$64.7K +1,885 New
Osaic Holdings
91
Osaic Holdings
Arizona
$34.7K +$34.6K +1,007 New
CHCM
92
Columbus Hill Capital Management
New Jersey
$17.3K +$17.2K +500 New
FIA
93
FNY Investment Advisers
New York
$7K +$7.55K +220 New
BCM
94
Bourgeon Capital Management
Connecticut
$5.17K +$5.15K +150 New
Comerica Bank
95
Comerica Bank
Texas
$3.38K +$3.36K +98 New
TRCT
96
Tower Research Capital (TRC)
New York
$690 +$686 +20 New
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$656 +$652 +19 New
1 2 3
4

KVYO Hedge Fund Activity: Q3 2023 in Review

96 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Klaviyo (KVYO) for Q3 2023, worth a combined $2.62B.

Buyers outnumbered sellers: 96 funds opened new KVYO positions and 0 closed out — a net gain of 96 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Summit Partners, opening a new position worth an estimated $1.7B.

  • 96 institutional investors held Klaviyo (KVYO) as of Q3 2023, up from 0 in Q2 2023.
  • Funds reported $2.62B of Klaviyo stock for Q3 2023.
  • 96 funds opened new Klaviyo positions in Q3 2023 and 0 closed out, a net change of +96 holders.
  • The largest Klaviyo buyer in Q3 2023 was Summit Partners, an estimated $1.7B added.

Based on aggregated 13F filings for Q3 2023.