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Klaviyo
KVYO

Overview Fund Activity

102 hedge funds and large institutions have $2.08B invested in Klaviyo in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 34 increasing their positions, 16 reducing their positions, and 34 closing their positions.

Holders
102
Holders Change
+6
Holders Change %
+6.25%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
41
Increased
34
Reduced
16
Closed
34
Calls
$4.93M
Puts
$13.4M
Net Calls
-$8.48M
Net Calls Change
-$8.66M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$40.9M
2
Franklin Resources
2
Franklin Resources
California
$38.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$58.4M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$16M
5
Morgan Stanley
5
Morgan Stanley
New York
$23.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$0
2
SP
2
Summit Partners
Massachusetts
$1.33B
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CC
76
Centiva Capital
New York
$417K 15,008 +15,008 New
William Blair & Company
77
William Blair & Company
Illinois
$366K 13,158 +13,158 New
RS
78
Rakuten Securities
Japan
$344K 12,391 +12,391 New
RC
79
Renaissance Capital
Connecticut
$341K 12,291 +12,291 New
CM
80
Caption Management
Oklahoma
$319K 11,500 +11,500 New
AIMCA
81
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$315K 11,344 – –
Tudor Investment Corp
82
Tudor Investment Corp
Connecticut
$312K 11,226 -22,387 -67%
MNBTD
83
Moody National Bank Trust Division
Texas
$231K 8,323 +8,323 New
WP
84
Woodline Partners
California
$223K 8,040 – –
UBS Group
85
UBS Group
Switzerland
$194K 7,000 +7,000 New
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$180K 6,476 +4,040 +166%
SIM
87
Sandia Investment Management
Massachusetts
$167K 6,000 -9,000 -60%
New York State Common Retirement Fund
88
New York State Common Retirement Fund
New York
$152K 5,485 +3,600 +191%
Ensign Peak Advisors
89
Ensign Peak Advisors
Utah
$135K 4,860 +138 +3%
TRCT
90
Tower Research Capital (TRC)
New York
$113K 4,081 +4,061 +20,305%
HLAM
91
Hidden Lake Asset Management
New York
$55.6K 2,000 – –
CG
92
Cutler Group
California
$34K 1,236 +1,236 New
SIC
93
Salem Investment Counselors
North Carolina
$25K 900 +900 New
RIM
94
Rakuten Investment Management
Japan
$12.5K 443 +443 New
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$10K 369 +369 New
Comerica Bank
96
Comerica Bank
Texas
$9.98K 359 +261 +266%
Wells Fargo
97
Wells Fargo
California
$5.08K 183 +183 New
BCM
98
Bourgeon Capital Management
Connecticut
$4.17K 150 – –
Osaic Holdings
99
Osaic Holdings
Arizona
$2.72K 98 -909 -90%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$1.83K 66 +47 +247%
2 3
4
5 6