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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
WR
851
WD Rutherford
Oregon
$633K +$49.1K +1,000 +9%
APP
852
Avantax Planning Partners
Iowa
$628K +$64.3K +1,310 +12%
SC
853
Scotia Capital
Ontario, Canada
$626K -$332K -6,760 -36%
OC
854
Oakworth Capital
Alabama
$626K
WWP
855
WR Wealth Planners
Missouri
$625K +$579K +11,790 New
AWM
856
Axxcess Wealth Management
California
$618K +$18.6K +380 +3%
AFT
857
Alpha Family Trust
California
$612K +$76.1K +1,550 +16%
VC
858
Veracity Capital
Georgia
$612K +$195K +3,980 +53%
SBIA
859
Sheaff Brock Investment Advisors
Indiana
$608K -$49.1K -1,000 -8%
JSL
860
JT Stratford LLC
Georgia
$607K +$90.3K +1,840 +19%
PWMAG
861
Pinnacle Wealth Management Advisory Group
New Jersey
$604K +$77.5K +1,580 +16%
DAS
862
Dynamic Advisor Solutions
Arizona
$598K -$51.5K -1,050 -9%
SWS
863
SYSTM Wealth Solutions
Illinois
$596K -$1.01M -20,660 -65%
JWBC
864
J.W. Burns & Co
New York
$595K
VFA
865
Values First Advisors
Tennessee
$591K -$101K -2,050 -16%
AF
866
Allworth Financial
California
$586K +$33.4K +680 +7%
OIA
867
OneDigital Investment Advisors
Kansas
$584K +$126K +2,560 +30%
SHFA
868
SC&H Financial Advisors
Maryland
$584K +$151K +3,070 +39%
LFM
869
Lumina Fund Management
New York
$583K
DWP
870
Daymark Wealth Partners
Ohio
$581K +$538K +10,960 New
ECG
871
Edge Capital Group
Georgia
$575K
WDC
872
Woodward Diversified Capital
California
$573K -$1.96K -40 -0.4%
TFF
873
The Family Firm
Maryland
$569K +$1.96K +40 +0.4%
EWM
874
Empirical Wealth Management
Washington
$569K +$29.9K +610 +6%
NB
875
Nicolet Bankshares
Wisconsin
$567K +$2.45K +50 +0.5%

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.