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Lam Research

1,631 hedge funds and large institutions have $88.4B invested in Lam Research in 2023 Q4 according to their latest regulatory filings, with 281 funds opening new positions, 512 increasing their positions, 586 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more first-time investments, than exits

New positions opened: 281 | Existing positions closed: 83

29% more funds holding in top 10

Funds holding in top 10: 4254 (+12)

27% more capital invested

Capital invested by funds: $69.7B → $88.4B (+$18.7B)

21.57% more ownership

Funds ownership: 840.22%861.79% (+22%)

12% more funds holding

Funds holding: 1,4501,631 (+181)

13% less repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 586

33% less call options, than puts

Call options by funds: $2.46B | Put options by funds: $3.65B

Holders
1,631
Holders Change
+181
Holders Change %
+12.48%
% of All Funds
23.78%
Holding in Top 10
54
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+28.57%
% of All Funds
0.79%
New
281
Increased
512
Reduced
586
Closed
83
Calls
$2.46B
Puts
$3.65B
Net Calls
-$1.19B
Net Calls Change
-$89.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
301
Envestnet Portfolio Solutions
Illinois
$13.9M +$455K +6,670 +4%
Calamos Advisors
302
Calamos Advisors
Illinois
$13.7M +$75K +1,100 +0.6%
SDIC
303
South Dakota Investment Council
South Dakota
$13.6M -$2.75M -40,400 -19%
CTC (Chicago Trading Company)
304
CTC (Chicago Trading Company)
Illinois
$13.5M -$4.59M -67,420 -28%
Lido Advisors
305
Lido Advisors
California
$13.5M -$151K -2,210 -1%
SCM
306
Shelton Capital Management
Colorado
$13.5M +$538K +7,890 +5%
IGAM
307
iA Global Asset Management
Quebec, Canada
$13.4M +$3.31M +48,530 +39%
PCIA
308
Prime Capital Investment Advisors
Kansas
$13.3M +$5.46M +80,150 +89%
JPMIA
309
J.P. Marvel Investment Advisors
Massachusetts
$13.2M
ERP
310
Eldred Rock Partners
Texas
$13.2M +$11.4M +167,970 New
CGH
311
Crossmark Global Holdings
Texas
$12.9M -$834K -12,240 -7%
VF
312
Vest Financial
Virginia
$12.9M +$1.15M +16,920 +11%
ECM
313
ExodusPoint Capital Management
New York
$12.9M +$5.96M +87,470 +114%
CAM
314
Cozad Asset Management
Illinois
$12.8M -$235K -3,450 -2%
BBVA
315
Banco Bilbao Vizcaya Argentaria
Spain
$12.8M +$1.26M +18,450 +13%
TSS
316
Two Sigma Securities
New York
$12.6M +$11M +161,060 New
MIM
317
Marco Investment Management
Georgia
$12.6M +$1.36K +20 +0%
LIP
318
Liontrust Investment Partners
United Kingdom
$12.5M -$1.23M -18,000 -10%
UM
319
UniSuper Management
Australia
$12.3M -$4.09K -60 -0%
Allspring Global Investments
320
Allspring Global Investments
North Carolina
$12.2M -$5.57M -81,680 -34%
GIM
321
Generate Investment Management
New Zealand
$12M +$10.4M +153,190 New
GAM
322
Groupama Asset Management
France
$11.9M +$21M +308,580 New
PHK
323
Point72 Hong Kong
Hong Kong
$11.8M +$10.2M +150,180 New
Fifth Third Bancorp
324
Fifth Third Bancorp
Ohio
$11.7M +$295K +4,330 +3%
DILIC
325
Dai-ichi Life Insurance Company
Japan
$11.7M +$3.83M +56,180 +60%

LRCX Hedge Fund Activity: Q4 2023 in Review

1,631 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q4 2023, worth a combined $88.4B — up 27% from $69.7B a quarter earlier.

Buyers outnumbered sellers: 281 funds opened new LRCX positions and 83 closed out — a net gain of 198 holders — while 512 added to existing stakes and 586 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.23B. The largest seller was Ameriprise, cutting an estimated $272M.

  • 1,631 institutional investors held Lam Research (LRCX) as of Q4 2023, up from 1,450 in Q3 2023.
  • Funds reported $88.4B of Lam Research stock for Q4 2023, up 27% quarter-over-quarter.
  • 281 funds opened new Lam Research positions in Q4 2023 and 83 closed out, a net change of +198 holders.
  • The largest Lam Research buyer in Q4 2023 was Morgan Stanley, an estimated $1.23B added.
  • The largest Lam Research seller in Q4 2023 was Ameriprise, an estimated $272M sold.

Based on aggregated 13F filings for Q4 2023.