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Lam Research

1,363 hedge funds and large institutions have $60.4B invested in Lam Research in 2023 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 473 increasing their positions, 492 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2842 (+14)

40.79% more ownership

Funds ownership: 828.71%869.49% (+41%)

35% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 125

28% more capital invested

Capital invested by funds: $47.3B → $60.4B (+$13.2B)

1% more funds holding

Funds holding: 1,3461,363 (+17)

4% less repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 492

24% less call options, than puts

Call options by funds: $1.8B | Put options by funds: $2.36B

Holders
1,363
Holders Change
+17
Holders Change %
+1.26%
% of All Funds
21.72%
Holding in Top 10
42
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+50%
% of All Funds
0.67%
New
169
Increased
473
Reduced
492
Closed
125
Calls
$1.8B
Puts
$2.36B
Net Calls
-$565M
Net Calls Change
-$216M
Name Holding Trade Value Shares
Change
Change in
Stake
CK
801
Cohen Klingenstein
New York
$795K
AWC
802
Abundance Wealth Counselors
Pennsylvania
$794K +$735K +14,980 New
GW
803
GW & Wade
Massachusetts
$793K -$20.6K -420 -3%
CG
804
Caprock Group
Idaho
$784K +$197K +4,020 +38%
CW
805
CreativeOne Wealth
Kansas
$781K -$21.1K -430 -3%
BFIC
806
Bedell Frazier Investment Counselling
California
$781K
MNBTD
807
Moody National Bank Trust Division
Texas
$775K
KPWS
808
Kestra Private Wealth Services
Texas
$770K +$24K +490 +3%
KCM
809
KRS Capital Management
Michigan
$768K
APWM
810
Argonautica Private Wealth Management
Massachusetts
$767K
TCB
811
Texas Capital Bancshares
Texas
$761K
BFEC
812
Benjamin F. Edwards & Company
Missouri
$755K -$55.5K -1,130 -7%
ETH
813
Exos TFP Holdings
New York
$745K +$382K +7,780 +124%
SAS
814
Stelac Advisory Services
New York
$740K -$1.96K -40 -0.3%
LHC
815
Little House Capital
Massachusetts
$738K -$153K -3,120 -18%
MA
816
Montag & Associates
Georgia
$727K
BWM
817
Buckley Wealth Management
Nevada
$727K -$87.8K -1,790 -12%
CCFM
818
Clear Creek Financial Management
Washington
$718K +$28K +570 +4%
EMG
819
ETF Managers Group
New Jersey
$717K +$9.81K +200 +2%
PCOC
820
Power Corp of Canada
Canada
$717K +$350K +7,140 +100%
MBTD
821
Mechanics Bank - Trust Department
California
$716K -$124K -2,520 -16%
CGPCS
822
Capital Group Private Client Services
California
$714K -$5.69M -115,900 -90%
PIM
823
Penobscot Investment Management
Massachusetts
$713K
STAS
824
Strong Tower Advisory Services
Minnesota
$711K +$24.5K +500 +4%
RIA
825
Regal Investment Advisors
Michigan
$711K +$212K +4,320 +48%

LRCX Hedge Fund Activity: Q1 2023 in Review

1,363 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q1 2023, worth a combined $60.4B — up 28% from $47.3B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new LRCX positions and 125 closed out — a net gain of 44 holders — while 473 added to existing stakes and 492 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.57B. The largest seller was Millennium Management, cutting an estimated $351M.

  • 1,363 institutional investors held Lam Research (LRCX) as of Q1 2023, up from 1,346 in Q4 2022.
  • Funds reported $60.4B of Lam Research stock for Q1 2023, up 28% quarter-over-quarter.
  • 169 funds opened new Lam Research positions in Q1 2023 and 125 closed out, a net change of +44 holders.
  • The largest Lam Research buyer in Q1 2023 was Envestnet Asset Management, an estimated $1.57B added.
  • The largest Lam Research seller in Q1 2023 was Millennium Management, an estimated $351M sold.

Based on aggregated 13F filings for Q1 2023.