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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
NGA
451
Naples Global Advisors
Florida
$6.02M -$373K -5,470 -7%
BA
452
Bridgewater Associates
Connecticut
$5.92M -$44.4M -651,090 -90%
IFWM
453
Institute for Wealth Management
Colorado
$5.9M
EF
454
Empowered Funds
Pennsylvania
$5.85M +$356K +5,220 +8%
AMI
455
Amica Mutual Insurance
Rhode Island
$5.81M -$1.37M -20,070 -21%
NC
456
NewSquare Capital
Pennsylvania
$5.79M +$170K +2,490 +3%
MS
457
Marshall & Sullivan
Washington
$5.78M -$36.1K -530 -0.7%
KWM
458
Kingsview Wealth Management
Oregon
$5.74M -$2.24M -32,910 -31%
Optiver Holding
459
Optiver Holding
Netherlands
$5.74M -$16M -235,100 -76%
WC
460
Whitney & Co
New York
$5.68M +$17K +250 +0.3%
BCI
461
Brinker Capital Investments
Pennsylvania
$5.6M +$56.6K +830 +1%
OPS
462
Orion Portfolio Solutions
Nebraska
$5.6M +$56.6K +830 +1%
FTC
463
Farmers Trust Company
Ohio
$5.58M -$412K -6,050 -8%
AAIS
464
ABN AMRO Investment Solutions
$5.55M +$57.9K +850 +1%
NA
465
NewEdge Advisors
Louisiana
$5.52M +$112K +1,650 +2%
ATPW
466
Ashton Thomas Private Wealth
Arizona
$5.51M +$16.4K +240 +0.3%
NSEDCP
467
NJ State Employees Deferred Compensation Plan
New Jersey
$5.5M -$1.02M -15,000 -18%
MICM
468
Matthews International Capital Management
California
$5.49M -$57.2K -840 -1%
VFM
469
Viking Fund Management
North Dakota
$5.48M +$2.04M +30,000 +75%
NMERB
470
New Mexico Educational Retirement Board
New Mexico
$5.48M
KA
471
Kerrisdale Advisers
Florida
$5.47M -$112K -1,640 -2%
BFEC
472
Benjamin F. Edwards & Company
Missouri
$5.26M +$810K +11,880 +21%
CSPIA
473
Cary Street Partners Investment Advisory
Virginia
$5.23M -$46.3K -680 -1%
PVI
474
Pine Valley Investments
New Jersey
$5.21M +$1.33M +19,580 +42%
LSA
475
L & S Advisors
California
$5.2M +$4.53M +66,400 New

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.