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Klaviyo
KVYO
KVYO
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.
New
Increased
Maintained
Reduced
Closed
113% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 16
21% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 34
6% more funds holding
Funds holding: 96 → 102 (+6)
21% less capital invested
Capital invested by funds: $2.62B → $2.08B (-$538M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
63% less call options, than puts
Call options by funds: $4.93M | Put options by funds: $13.4M
193.89% less ownership
Funds ownership: 395.96% → 202.07% (-194%)
Holders
102
Holders Change
+6
Holders Change %
+6.25%
% of All Funds
1.49%
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
-$8.65M
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$30.9M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$19.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$19.5M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$17M |
| 5 |
Morgan Stanley
New York
|
+$13.6M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Blackstone Inc
New York
| – | -$690K | -20,000 | Closed |
|
127
Hudson Bay Capital Management
Stamford,
Connecticut
| – | -$690K | -20,000 | Closed |
|
|
LCM
128
Laurion Capital Management
New York
| – | -$518K | -15,000 | Closed |
|
|
WAM
129
Weiss Asset Management
Boston,
Massachusetts
| – | -$518K | -15,000 | Closed |
|
|
VF
130
Virtu Financial
New York
| – | -$490K | -14,203 | Closed |
|
131
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$429K | -12,442 | Closed |
|
132
Pictet Asset Management
Carouge,
Switzerland
| – | -$387K | -11,228 | Closed |
|
133
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$173K | -5,000 | Closed |
|
|
SC
134
Skylands Capital
Milwaukee,
Wisconsin
| – | -$173K | -5,000 | Closed |
|
|
CHCM
135
Columbus Hill Capital Management
Short Hills,
New Jersey
| – | -$17.3K | -500 | Closed |
|
|
FIA
136
FNY Investment Advisers
New York
| – | -$7K | -220 | Closed |
|