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Lam Research

1,434 hedge funds and large institutions have $72.7B invested in Lam Research in 2023 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 471 increasing their positions, 533 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 85

31% more funds holding in top 10

Funds holding in top 10: 4255 (+13)

20% more capital invested

Capital invested by funds: $60.4B → $72.7B (+$12.3B)

5% more funds holding

Funds holding: 1,3641,434 (+70)

12% less repeat investments, than reductions

Existing positions increased: 471 | Existing positions reduced: 533

25.09% less ownership

Funds ownership: 869.49%844.41% (-25%)

31% less call options, than puts

Call options by funds: $2.2B | Put options by funds: $3.18B

Holders
1,434
Holders Change
+70
Holders Change %
+5.13%
% of All Funds
22.51%
Holding in Top 10
55
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+30.95%
% of All Funds
0.86%
New
166
Increased
471
Reduced
533
Closed
85
Calls
$2.2B
Puts
$3.18B
Net Calls
-$979M
Net Calls Change
-$414M
Name Holding Trade Value Shares
Change
Change in
Stake
EF
551
Empirical Finance
Pennsylvania
$2.78M +$240K +4,250 +11%
SMH
552
Sanders Morris Harris
Texas
$2.76M +$2.39M +42,420 New
Brown Advisory
553
Brown Advisory
Maryland
$2.75M +$437K +7,750 +22%
NMIMC
554
Northwestern Mutual Investment Management Company
Wisconsin
$2.72M -$2.82K -50 -0.1%
AWA
555
Arkadios Wealth Advisors
Georgia
$2.72M -$94.7K -1,680 -4%
KeyBank National Association
556
KeyBank National Association
Ohio
$2.71M +$435K +7,720 +22%
ZIG
557
Zurich Insurance Group
Switzerland
$2.7M
Wellington Management Group
558
Wellington Management Group
Massachusetts
$2.69M -$11.3M -201,160 -83%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
559
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.69M -$2.98M -52,930 -56%
H
560
HoyleCohen
California
$2.69M +$9.02K +160 +0.4%
PVI
561
Pine Valley Investments
New Jersey
$2.69M +$97.5K +1,730 +4%
TNBTD
562
Trustmark National Bank Trust Department
Mississippi
$2.69M -$237K -4,200 -9%
BP
563
Ballentine Partners
Massachusetts
$2.67M +$50.7K +900 +2%
HVM
564
Harvest Volatility Management
Connecticut
$2.66M -$399K -7,080 -15%
MCM
565
Mill Capital Management
North Carolina
$2.61M +$31K +550 +1%
CT
566
Columbia Trust
Oregon
$2.61M -$97.5K -1,730 -4%
NF
567
Nikulski Financial
Iowa
$2.6M +$56.4K +1,000 +3%
VIM
568
Vinva Investment Management
Australia
$2.59M -$291K -5,170 -11%
MCM
569
MAI Capital Management
Ohio
$2.59M +$192K +3,410 +9%
RB
570
Rodgers Brothers
Pennsylvania
$2.58M +$62K +1,100 +3%
TI
571
TTP Investments
California
$2.58M +$2.26M +40,160 New
MS
572
Maven Securities
Jersey
$2.57M +$950K +16,850 +73%
VFM
573
Viking Fund Management
North Dakota
$2.57M
Carson Wealth (CWM LLC)
574
Carson Wealth (CWM LLC)
Nebraska
$2.55M +$230K +4,080 +11%
AIC
575
Aurora Investment Counsel
Georgia
$2.55M -$191K -3,390 -8%

LRCX Hedge Fund Activity: Q2 2023 in Review

1,434 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q2 2023, worth a combined $72.7B — up 20% from $60.4B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new LRCX positions and 85 closed out — a net gain of 81 holders — while 471 added to existing stakes and 533 trimmed.

The largest buyer was GQG Partners, adding an estimated $354M. The largest seller was Envestnet Asset Management, cutting an estimated $1.77B.

  • 1,434 institutional investors held Lam Research (LRCX) as of Q2 2023, up from 1,364 in Q1 2023.
  • Funds reported $72.7B of Lam Research stock for Q2 2023, up 20% quarter-over-quarter.
  • 166 funds opened new Lam Research positions in Q2 2023 and 85 closed out, a net change of +81 holders.
  • The largest Lam Research buyer in Q2 2023 was GQG Partners, an estimated $354M added.
  • The largest Lam Research seller in Q2 2023 was Envestnet Asset Management, an estimated $1.77B sold.

Based on aggregated 13F filings for Q2 2023.