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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
MWM
701
Madison Wealth Management
Ohio
$1.42M +$6.2K +110 +0.5%
CRI
702
Commonwealth Retirement Investments
Virginia
$1.42M +$1.25M +22,140 New
SW
703
SVB Wealth
Massachusetts
$1.42M -$284K -5,030 -19%
RWM
704
Ritholtz Wealth Management
New York
$1.42M +$110K +1,950 +10%
HEIP
705
Hudson Edge Investment Partners
New Jersey
$1.41M -$15.2K -270 -1%
MME
706
Meag Munich Ergo
Germany
$1.41M -$164K -2,910 -12%
KMWM
707
Keudell/Morrison Wealth Management
Oregon
$1.41M +$81.2K +1,440 +7%
PGFC
708
Peapack-Gladstone Financial Corp
New Jersey
$1.39M +$205K +3,630 +20%
TCOT
709
Trust Company of Toledo
Ohio
$1.39M -$84.5K -1,500 -7%
TAM
710
Tealwood Asset Management
Minnesota
$1.38M +$14.7K +260 +1%
CPC
711
Cookson Peirce & Co
Pennsylvania
$1.38M +$1.21M +21,520 New
PTC
712
Private Trust Company
Ohio
$1.37M +$6.76K +120 +0.6%
DM
713
Delphi Management
Massachusetts
$1.36M +$1.19M +21,170 New
PA
714
Procyon Advisors
Connecticut
$1.35M +$94.7K +1,680 +9%
BPCA
715
Bank Pictet & Cie (Asia)
Singapore
$1.34M -$181K -3,220 -13%
BRG
716
Bay Rivers Group
Virginia
$1.34M +$46.8K +830 +4%
KIA
717
Knollwood Investment Advisory
Maryland
$1.33M
BFA
718
Beaumont Financial Advisors
Massachusetts
$1.33M -$227K -4,030 -16%
FHB
719
First Hawaiian Bank
Hawaii
$1.32M -$28.7K -510 -2%
LS
720
Leelyn Smith
Illinois
$1.31M +$29.9K +530 +3%
SPC
721
Sigma Planning Corp
Michigan
$1.31M -$289K -5,120 -20%
LAM
722
Lifestyle Asset Management
Texas
$1.29M -$107K -1,900 -9%
HT
723
Headlands Technologies
Illinois
$1.29M +$768K +13,620 +211%
LIM
724
Leavell Investment Management
Alabama
$1.29M
TWM
725
Tradition Wealth Management
Minnesota
$1.28M +$72.1K +1,280 +7%

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.