We are live on ! Find out more
LRCX icon

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
FTWA
876
Fifth Third Wealth Advisors
Ohio
$722K +$633K +11,230 New
JWBC
877
J.W. Burns & Co
New York
$721K
CM
878
CastleKnight Management
New York
$707K +$620K +11,000 New
FC
879
FORA Capital
Florida
$707K +$620K +11,000 New
LFM
880
Lumina Fund Management
New York
$707K
SHFA
881
SC&H Financial Advisors
Maryland
$707K -$1.69K -30 -0.3%
PA
882
Paragon Advisors
Texas
$705K -$881K -15,630 -59%
OIA
883
OneDigital Investment Advisors
Kansas
$705K -$2.82K -50 -0.5%
NFSG
884
Newbridge Financial Services Group
Florida
$699K -$136K -2,420 -18%
RGF
885
Retirement Guys Formula
Ohio
$695K -$138K -2,450 -18%
WDC
886
Woodward Diversified Capital
California
$695K -$564 -10 -0.1%
TFF
887
The Family Firm
Maryland
$693K +$2.25K +40 +0.4%
DWT
888
Dorsey & Whitney Trust
South Dakota
$692K +$113K +2,000 +23%
JCM
889
Janney Capital Management
Pennsylvania
$687K
CIM
890
CIM Investment Management
Pennsylvania
$687K +$1.13K +20 +0.2%
VFA
891
Values First Advisors
Tennessee
$680K -$32.7K -580 -5%
NWMG
892
National Wealth Management Group
Ohio
$679K +$550K +9,750 New
YIH
893
Y-Intercept (HK)
Hong Kong
$672K +$590K +10,460 New
SIMG
894
Sonora Investment Management Group
Arizona
$667K +$117K +2,080 +25%
CPIG
895
Chicago Partners Investment Group
Illinois
$665K -$7.33K -130 -1%
NB
896
Nicolet Bankshares
Wisconsin
$658K -$25.9K -460 -4%
CIA
897
Choate Investment Advisors
Massachusetts
$658K +$577K +10,240 New
SIP
898
Stoneridge Investment Partners
Pennsylvania
$656K -$1.32M -23,330 -70%
Capstone Investment Advisors
899
Capstone Investment Advisors
New York
$656K +$433K +7,680 +305%
CCG
900
Ceeto Capital Group
Florida
$651K

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.