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Klaviyo
KVYO

Overview Fund Activity

130 hedge funds and large institutions have $2.47B invested in Klaviyo in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 50 increasing their positions, 18 reducing their positions, and 24 closing their positions.

Holders
130
Holders Change
+28
Holders Change %
+27.45%
% of All Funds
1.88%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
52
Increased
50
Reduced
18
Closed
24
Calls
$13.1M
Puts
$16.1M
Net Calls
-$2.96M
Net Calls Change
+$5.51M

Top Buyers

1
SCV
1
Sands Capital Ventures
Virginia
$89.6M
2
GM
2
Granger Management
New York
$75M
3
GCP
3
Greenoaks Capital Partners
California
$64M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$99.8M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$63.1M

Top Sellers

1
SCM
1
Steadfast Capital Management
New York
$0
2
BlackRock
2
BlackRock
New York
$39M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.71M
4
Morgan Stanley
4
Morgan Stanley
New York
$14M
5
GGHC
5
Gilder Gagnon Howe & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Squarepoint
101
Squarepoint
New York
$249K 9,783 -32,223 -77%
ASRS
102
Arizona State Retirement System
Arizona
$247K 9,709 +9,709 New
Bank Julius Baer & Co
103
Bank Julius Baer & Co
Switzerland
$240K 9,419 +9,419 New
Barclays
104
Barclays
United Kingdom
$180K 7,061 +7,061 New
Group One Trading
105
Group One Trading
Illinois
$161K 6,322 +6,322 New
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$156K 6,116 -360 -6%
RS
107
Rakuten Securities
Japan
$133K 5,236 -7,155 -58%
Ensign Peak Advisors
108
Ensign Peak Advisors
Utah
$124K 4,880 +20 +0.4%
SIM
109
Sandia Investment Management
Massachusetts
$102K 4,000 -2,000 -33%
Qube Research & Technologies (QRT)
110
Qube Research & Technologies (QRT)
United Kingdom
$87K 3,416 +3,416 New
EC
111
EntryPoint Capital
New York
$70.6K 2,772 +2,772 New
SIC
112
Salem Investment Counselors
North Carolina
$59.9K 2,350 +1,450 +161%
HLAM
113
Hidden Lake Asset Management
New York
$51K 2,000 – –
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$44.2K 1,735 +1,735 New
Deutsche Bank
115
Deutsche Bank
Germany
$33.4K 1,312 +1,312 New
TRCT
116
Tower Research Capital (TRC)
New York
$25.5K 1,000 -3,081 -75%
HT
117
Headlands Technologies
Illinois
$21K 826 +826 New
CIBC Private Wealth Group
118
CIBC Private Wealth Group
Georgia
$19.5K 766 +766 New
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$14K 565 +196 +53%
T2I
120
Turim 21 Investimentos
Brazil
$13.8K 543 +543 New
Wells Fargo
121
Wells Fargo
California
$10.5K 411 +228 +125%
Comerica Bank
122
Comerica Bank
Texas
$10.2K 400 +41 +11%
IA
123
IFP Advisors
Florida
$9.45K 371 +371 New
FDCDDQ
124
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.1K 200 +200 New
QL
125
Quarry LP
New York
$4.56K 179 +179 New
3 4
5
6 7