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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
ECM
626
Exchange Capital Management
Michigan
$2.52M -$56.6K -830 -3%
EGA
627
E&G Advisors
Texas
$2.52M -$260K -3,820 -11%
EWA
628
EP Wealth Advisors
California
$2.51M -$60.7K -890 -3%
UFF
629
USA Financial Formulas
Michigan
$2.51M +$1.75M +25,710 +409%
OAM
630
Ostrum Asset Management
France
$2.5M +$48.4K +710 +2%
MCA
631
Martin Capital Advisors
Texas
$2.5M +$4.77K +70 +0.2%
NAM
632
NorthCrest Asset Manangement
Minnesota
$2.49M -$127K -1,860 -6%
LA
633
Lindenwold Advisors
Pennsylvania
$2.48M -$9.54K -140 -0.4%
FTDI
634
First Trust Direct Indexing
Massachusetts
$2.48M +$396K +5,810 +22%
JSC
635
Jackson Square Capital
California
$2.47M +$47K +690 +2%
HFM
636
Harvest Fund Management
China
$2.45M -$27.9K -410 -1%
SSI
637
Scott & Selber Inc
Texas
$2.42M -$26.6K -390 -1%
OTPPB
638
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.42M -$173K -2,540 -8%
KC
639
Kingfisher Capital
North Carolina
$2.42M +$2.1M +30,860 New
SP
640
Symmetry Partners
Connecticut
$2.41M -$392K -5,750 -16%
SWA
641
SOA Wealth Advisors
New York
$2.38M -$89.3K -1,310 -4%
SHFA
642
SS&H Financial Advisors
Michigan
$2.38M -$34.1K -500 -2%
TC
643
Taika Capital
Florida
$2.37M -$4.36M -64,000 -68%
RIA
644
Regal Investment Advisors
Michigan
$2.36M +$692K +10,160 +51%
FWP
645
FAS Wealth Partners
Kansas
$2.35M +$15K +220 +0.7%
JGCM
646
Joseph Group Capital Management
Ohio
$2.34M +$64.7K +950 +3%
AI
647
Arvest Investments
Arkansas
$2.33M +$2.03M +29,790 New
VSQM
648
V-Square Quantitative Management
Illinois
$2.33M +$1.22M +17,910 +152%
RMC
649
Resources Management Corp
Connecticut
$2.32M -$17.7K -260 -0.9%
AWCI
650
Alpine Woods Capital Investors
New York
$2.32M -$139K -2,040 -6%

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.