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Klaviyo

183 hedge funds and large institutions have $4.7B invested in Klaviyo in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $89.6M | Put options by funds: $44.5M

100% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 29

39% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 44

18% more capital invested

Capital invested by funds: $3.99B → $4.7B (+$713M)

17% more funds holding

Funds holding: 156183 (+27)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

10.57% less ownership

Funds ownership: 155.26%144.69% (-11%)

Holders
183
Holders Change
+27
Holders Change %
+17.31%
% of All Funds
2.41%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
58
Increased
61
Reduced
44
Closed
29
Calls
$89.6M
Puts
$44.5M
Net Calls
+$45.2M
Net Calls Change
-$9.21M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Cabot Wealth Management
Massachusetts
$3.68M -$44K -1,153 -1%
JP Morgan Chase
77
JP Morgan Chase
New York
$3.47M -$14.7M -383,733 -82%
GIPM
78
G2 Investment Partners Management
New York
$3.09M -$197K -5,169 -6%
Dimensional Fund Advisors
79
Dimensional Fund Advisors
Texas
$3M +$2.19M +57,318 +370%
Mariner
80
Mariner
Kansas
$2.96M -$1.22K -32 -0%
ITFISA
81
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$2.92M +$2.66M +69,778 New
Cerity Partners
82
Cerity Partners
New York
$2.91M -$939K -24,600 -26%
LIP
83
Liontrust Investment Partners
United Kingdom
$2.79M +$2.58M +67,552 New
TI
84
Trexquant Investment
Connecticut
$2.68M -$1.46M -38,296 -37%
DWM
85
Dakota Wealth Management
Florida
$2.61M
KCM
86
Kodai Capital Management
Illinois
$2.49M +$2.31M +60,470 New
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$2.41M +$2M +52,406 +862%
Legal & General Group
88
Legal & General Group
United Kingdom
$2.16M +$26.8K +702 +1%
IC
89
IEQ Capital
California
$2.1M +$1.53M +40,171 +370%
Squarepoint
90
Squarepoint
New York
$2.1M +$1.94M +50,906 New
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$2.06M +$33K +864 +2%
BMSSC
92
B. Metzler seel. Sohn & Co
Germany
$1.93M +$1.79M +46,885 New
WHP
93
Washington Harbour Partners
Virginia
$1.79M +$1.66M +43,500 New
EGM
94
Engineers Gate Manager
New York
$1.79M -$2.81M -73,496 -63%
SEI Investments
95
SEI Investments
Pennsylvania
$1.78M +$1.65M +43,190 New
LCM
96
Legato Capital Management
California
$1.65M +$273K +7,142 +22%
Osaic Holdings
97
Osaic Holdings
Arizona
$1.65M +$1.53M +39,964 +173,757%
ORI
98
Oak Ridge Investments
Illinois
$1.65M +$1.52M +39,919 New
P8IP
99
Pier 88 Investment Partners
California
$1.6M +$435K +11,400 +42%
PCM
100
Penserra Capital Management
California
$1.56M +$1.45M +37,891 New