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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 Holding Trade Value Shares
Change 		Shares
Change %
PMFA
101
Plante Moran Financial Advisors
Michigan
$1.47K +$1.47K +53 New
HI
102
Harbour Investments
Wisconsin
$556 +$556 +20 New
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
– -$53.1M -1,538,897 Closed
T. Rowe Price Investment Management
104
T. Rowe Price Investment Management
Maryland
– -$34.5M -1,000,000 Closed
Janus Henderson Group
105
Janus Henderson Group
United Kingdom
– -$17.3M -500,018 Closed
Balyasny Asset Management
106
Balyasny Asset Management
Illinois
– -$12.3M -355,834 Closed
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
– -$9.8M -284,025 Closed
GCP
108
Greenoaks Capital Partners
California
– -$8.63M -250,000 Closed
Lord, Abbett & Co
109
Lord, Abbett & Co
New Jersey
– -$5.11M -148,150 Closed
Wellington Management Group
110
Wellington Management Group
Massachusetts
– -$5.05M -146,300 Closed
PMEF
111
Point72 Middle East FZE
United Arab Emirates
– -$2.78M -80,544 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
112
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$2.76M -80,000 Closed
MAM
113
Mark Asset Management
New York
– -$2.76M -80,000 Closed
RCM
114
Rokos Capital Management
United Kingdom
– -$2.59M -75,000 Closed
Brown Advisory
115
Brown Advisory
Maryland
– -$2.38M -69,018 Closed
Invesco
116
Invesco
Georgia
– -$2.26M -65,438 Closed
MA
117
MYDA Advisors
New York
– -$1.97M -57,000 Closed
TAM
118
Tabor Asset Management
New York
– -$1.91M -55,435 Closed
D.E. Shaw & Co
119
D.E. Shaw & Co
New York
– -$1.21M -35,000 Closed
DKCM
120
Davidson Kempner Capital Management
New York
– -$1.17M -33,984 Closed
WG
121
Winton Group
United Kingdom
– -$1.09M -31,676 Closed
Allspring Global Investments
122
Allspring Global Investments
North Carolina
– -$1.09M -31,494 Closed
LIP
123
Lighthouse Investment Partners
Florida
– -$1.04M -30,000 Closed
SFM
124
Soros Fund Management
New York
– -$794K -23,000 Closed
ZP
125
Zimmer Partners
New York
– -$725K -21,000 Closed
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5
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