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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
PWA
601
Primoris Wealth Advisors
Florida
$2.77M
LAM
602
L2 Asset Management
Massachusetts
$2.76M +$2.2M +32,250 +1,061%
PA
603
PFG Advisors
Arizona
$2.74M +$178K +2,610 +8%
OA
604
Oak Associates
Ohio
$2.74M
JC
605
JB Capital
Connecticut
$2.74M +$2.38M +34,990 New
WC
606
Westhampton Capital
North Carolina
$2.73M -$5.45K -80 -0.2%
FI
607
FJ Investments
Utah
$2.73M +$2.38M +34,870 New
GT
608
Greenleaf Trust
Michigan
$2.71M +$14.3K +210 +0.6%
NA
609
Navellier & Associates
Nevada
$2.71M
SFG
610
SevenBridge Financial Group
Pennsylvania
$2.71M +$72.9K +1,070 +3%
SF
611
Synovus Financial
Georgia
$2.69M +$187K +2,750 +9%
Qube Research & Technologies (QRT)
612
Qube Research & Technologies (QRT)
United Kingdom
$2.67M -$138M -2,024,840 -98%
CA
613
Cetera Advisors
Colorado
$2.67M +$110K +1,610 +5%
BFS
614
Bard Financial Services
Connecticut
$2.64M
DCM
615
Davidson Capital Management
Texas
$2.64M +$325K +4,770 +16%
GAA
616
Green Alpha Advisors
Colorado
$2.61M -$585K -8,580 -20%
CI
617
CX Institutional
Indiana
$2.6M -$150K -2,200 -6%
HAM
618
Harber Asset Management
North Carolina
$2.59M
HT
619
Heritage Trust
Oklahoma
$2.59M +$67.5K +990 +3%
PFA
620
Peak Financial Advisors
Colorado
$2.56M +$2.23M +32,690 New
VF
621
Virtu Financial
New York
$2.55M +$2.22M +32,600 New
MFGM
622
Marshall Financial Group (Maryland)
Maryland
$2.55M -$195K -2,860 -8%
SC
623
Syon Capital
California
$2.54M +$1.32M +19,360 +148%
AAM
624
Advisors Asset Management
Colorado
$2.53M -$1.14M -16,670 -34%
PA
625
Perennial Advisors
New York
$2.53M -$25.2K -370 -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.