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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
ARG
526
Advisory Resource Group
Oklahoma
$3.99M +$76.3K +1,120 +2%
CG
527
Cynosure Group
Utah
$3.97M +$2.21M +32,500 +178%
SW
528
SteelPeak Wealth
California
$3.97M +$29.3K +430 +0.9%
William Blair & Company
529
William Blair & Company
Illinois
$3.94M +$143K +2,100 +4%
PWM
530
Perigon Wealth Management
California
$3.92M +$63.4K +930 +2%
CAM
531
Crown Advisors Management
California
$3.92M
CRA
532
Clear Rock Advisors
Texas
$3.9M +$2.92M +42,820 New
SFS
533
Strategic Financial Services
New York
$3.9M -$152K -2,230 -4%
EAM
534
EFG Asset Management
Oregon
$3.88M +$1.54M +22,550 +83%
VIM
535
Vinva Investment Management
Australia
$3.88M +$675K +9,910 +25%
IB
536
Intrust Bank
Kansas
$3.85M -$62.7K -920 -2%
AAM
537
Azzad Asset Management
Virginia
$3.84M +$34.1K +500 +1%
TCM
538
Twin Capital Management
Pennsylvania
$3.84M -$62.7K -920 -2%
EF
539
Empirical Finance
Pennsylvania
$3.74M +$9.54K +140 +0.3%
Capital International Investors
540
Capital International Investors
California
$3.72M -$34.1M -500,390 -91%
KRSITF
541
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.68M -$279K -4,090 -8%
AC
542
Arjuna Capital
North Carolina
$3.67M +$1.84M +26,950 +135%
RL
543
Retireful LLC
Michigan
$3.66M +$3.18M +46,720 New
Impax Asset Management Group
544
Impax Asset Management Group
United Kingdom
$3.6M -$4.01M -58,850 -56%
TNBTD
545
Trustmark National Bank Trust Department
Mississippi
$3.6M +$308K +4,520 +11%
Group One Trading
546
Group One Trading
Illinois
$3.59M -$11.2M -164,170 -78%
NF
547
Nikulski Financial
Iowa
$3.58M +$72.2K +1,060 +2%
RB
548
Rodgers Brothers
Pennsylvania
$3.52M -$34.1K -500 -1%
TA
549
TKG Advisors
Indiana
$3.5M +$63.4K +930 +2%
GIM
550
Groesbeck Investment Management
New Jersey
$3.49M +$34.1K +500 +1%

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.