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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
LSPW
801
Lake Street Private Wealth
Illinois
$1.33M +$4.77K +70 +0.4%
GAG
802
Goodman Advisory Group
Massachusetts
$1.33M -$776K -11,380 -40%
CSIC
803
Clifford Swan Investment Counsel
California
$1.33M -$682 -10 -0.1%
C
804
Certuity
Florida
$1.33M +$594K +8,720 +106%
PL
805
Perpetual Ltd
Australia
$1.32M -$67.5K -990 -6%
AWM
806
Axxcess Wealth Management
California
$1.3M -$119K -1,740 -9%
NL
807
NVWM LLC
Pennsylvania
$1.3M -$88.6K -1,300 -7%
HT
808
Headlands Technologies
Illinois
$1.3M +$1.13M +16,540 New
LSAG
809
Lake Street Advisors Group
New Hampshire
$1.29M +$1.12M +16,490 New
QI
810
Qtron Investments
Massachusetts
$1.29M +$215K +3,150 +24%
GEA
811
Glen Eagle Advisors
New Jersey
$1.29M +$45.7K +670 +4%
ONB
812
Old National Bancorp
Indiana
$1.29M -$30.7K -450 -3%
BFS
813
Burr Financial Services
California
$1.28M +$928K +13,610 New
GW
814
GW & Wade
Massachusetts
$1.27M +$624K +9,150 +129%
GXJ
815
Global X Japan
Japan
$1.27M +$1.1M +16,210 New
SWMG
816
Signature Wealth Management Group
Georgia
$1.26M +$1.1M +16,130 New
SIA
817
Schechter Investment Advisors
Michigan
$1.26M -$45K -660 -4%
PA
818
Paragon Advisors
Texas
$1.26M +$538K +7,890 +96%
CA
819
Clearstead Advisors
Ohio
$1.26M -$1.72M -25,200 -61%
CAMG
820
CWA Asset Management Group
Florida
$1.25M +$300K +4,400 +38%
EWA
821
Encompass Wealth Advisors
Oregon
$1.25M +$6.82K +100 +0.6%
JSL
822
JT Stratford LLC
Georgia
$1.24M +$83.8K +1,230 +8%
BMCM
823
Bryn Mawr Capital Management
Pennsylvania
$1.24M -$70.9K -1,040 -6%
ACI
824
Alpha Cubed Investments
California
$1.24M +$1.08M +15,830 New
CB
825
Community Bank
New York
$1.23M -$23.2K -340 -2%

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.