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Klaviyo
KVYO

Overview Fund Activity

131 hedge funds and large institutions have $2.76B invested in Klaviyo in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+1
Holders Change %
+0.77%
% of All Funds
1.91%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
25
Increased
49
Reduced
38
Closed
23
Calls
$13.5M
Puts
$14.8M
Net Calls
-$1.3M
Net Calls Change
+$1.67M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$173M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$128M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$68.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$44.5M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$125M

Top Sellers

1
GM
1
Granger Management
New York
$45.7M
2
AM
2
Atreides Management
Massachusetts
$22.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$46.3M
4
GIM
4
Granahan Investment Management
Massachusetts
$0
5
Capital World Investors
5
Capital World Investors
California
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
126
Comerica Bank
Texas
$11.6K +$1.62K +65 +16%
FDCDDQ
127
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.96K +$4.98K +200 +100%
CI Investments Inc
128
CI Investments Inc
Ontario, Canada
$3K +$1.14K +45 +62%
HI
129
Harbour Investments
Wisconsin
$747 +$249 +10 +50%
Osaic Holdings
130
Osaic Holdings
Arizona
$572 – – –
FC
131
Fairscale Capital
New Hampshire
$380 +$380 +15 New
GIM
132
Granahan Investment Management
Massachusetts
– -$7.82M -306,824 Closed
NCL
133
Nishkama Capital LLC
Puerto Rico
– -$4.03M -158,324 Closed
Capstone Investment Advisors
134
Capstone Investment Advisors
New York
– -$3.73M -146,368 Closed
NIP
135
Nicholas Investment Partners
California
– -$2.53M -99,394 Closed
FG
136
Formula Growth
Quebec, Canada
– -$1.78M -70,000 Closed
Balyasny Asset Management
137
Balyasny Asset Management
Illinois
– -$1.75M -68,501 Closed
JF
138
Jump Financial
Illinois
– -$1.11M -43,500 Closed
TC
139
TwinBeech Capital
New York
– -$1.02M -39,964 Closed
State of Wisconsin Investment Board
140
State of Wisconsin Investment Board
Wisconsin
– -$665K -26,110 Closed
CM
141
Caption Management
Oklahoma
– -$619K -24,300 Closed
MFS
142
Mirabella Financial Services
United Kingdom
– -$479K -18,800 Closed
MNBTD
143
Moody National Bank Trust Division
Texas
– -$398K -15,639 Closed
LCM
144
Legato Capital Management
California
– -$308K -12,076 Closed
SW
145
SVB Wealth
Massachusetts
– -$299K -11,724 Closed
Squarepoint
146
Squarepoint
New York
– -$249K -9,783 Closed
SIM
147
Sandia Investment Management
Massachusetts
– -$102K -4,000 Closed
Qube Research & Technologies (QRT)
148
Qube Research & Technologies (QRT)
United Kingdom
– -$87K -3,416 Closed
EC
149
EntryPoint Capital
New York
– -$70.6K -2,772 Closed
HLAM
150
Hidden Lake Asset Management
New York
– -$51K -2,000 Closed
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