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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
HWM
401
HB Wealth Management
Georgia
$7.64M +$185K +2,710 +3%
CA
402
Cullinan Associates
Kentucky
$7.6M
HBCM
403
Heron Bay Capital Management
Michigan
$7.57M -$524K -7,690 -7%
Verition Fund Management
404
Verition Fund Management
Connecticut
$7.49M +$1.5M +21,950 +30%
ACP
405
Aviance Capital Partners
Florida
$7.45M -$204K -2,990 -3%
PMEF
406
Point72 Middle East FZE
United Arab Emirates
$7.44M -$4.57M -67,010 -41%
JWM
407
Jackson Wealth Management
Florida
$7.42M +$115K +1,690 +2%
GAAM
408
Guinness Atkinson Asset Management
California
$7.4M -$140K -2,050 -2%
SWP
409
Stratos Wealth Partners
Ohio
$7.32M +$187K +2,750 +3%
RWA
410
River Wealth Advisors
Pennsylvania
$7.31M +$821K +12,040 +15%
FT
411
Fiduciary Trust
Massachusetts
$7.31M -$17K -250 -0.3%
CAM
412
Carret Asset Management
New York
$7.25M -$108K -1,590 -2%
MA
413
McBroom & Associates
Nevada
$7.24M -$10.9K -160 -0.2%
HIS
414
Horizon Investment Services
Indiana
$7.23M -$134K -1,960 -2%
NB
415
Northwest Bancshares
Pennsylvania
$7.19M -$125K -1,840 -2%
Twin Tree Management
416
Twin Tree Management
Texas
$7.11M -$316K -4,630 -5%
KL
417
KWMG LLC
Kansas
$7.1M -$346K -5,080 -5%
HCM
418
Hillman Capital Management
Maryland
$7.1M -$15K -220 -0.2%
SCM
419
Sitrin Capital Management
California
$7.09M -$102K -1,490 -2%
HWM
420
Hohimer Wealth Management
Washington
$7.09M +$50.4K +740 +0.8%
MCM
421
Maytus Capital Management
New York
$7.05M +$682K +10,000 +13%
SCM
422
Silvant Capital Management
Georgia
$7.03M
UCFA
423
United Capital Financial Advisors
Texas
$7M -$2.23M -32,660 -27%
SCP
424
Seizert Capital Partners
Michigan
$6.96M -$2.73K -40 -0%
HIMCH
425
Hartford Investment Management Co (HIMCO)
Connecticut
$6.95M -$182K -2,670 -3%

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.