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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
CT
926
ClearAlpha Technologies
Connecticut
$847K +$737K +10,810 New
WDC
927
Woodward Diversified Capital
California
$843K +$682 +10 +0.1%
GFPC
928
Global Financial Private Client
Florida
$829K +$48.4K +710 +7%
KOC
929
Koss-Olinger Consulting
Florida
$822K -$1.35M -19,840 -65%
CIM
930
CIM Investment Management
Pennsylvania
$819K
UH
931
Unigestion Holding
Switzerland
$814K
CB
932
CNB Bank
Pennsylvania
$808K +$9.54K +140 +1%
MFG
933
Menard Financial Group
Texas
$805K +$10.2K +150 +1%
FCFC
934
First Commonwealth Financial Corp
Pennsylvania
$805K -$177K -2,600 -20%
NFSG
935
Newbridge Financial Services Group
Florida
$803K -$41.6K -610 -6%
NB
936
Nicolet Bankshares
Wisconsin
$802K
AA
937
ALPS Advisors
Colorado
$800K -$10.9K -160 -2%
FIM
938
Freedom Investment Management
Connecticut
$787K -$376K -5,510 -35%
WFC
939
Western Financial Corp
California
$786K +$11.6K +170 +2%
VCA
940
Verdence Capital Advisors
Maryland
$784K +$6.82K +100 +1%
AIA
941
Affinity Investment Advisors
California
$782K -$110K -1,610 -14%
WH
942
Willner & Heller
California
$776K +$675K +9,910 New
ACA
943
Aptus Capital Advisors
Alabama
$772K -$42.9K -630 -6%
SB
944
Strategic Blueprint
Georgia
$769K -$106K -1,550 -14%
VEA
945
Virtus ETF Advisers
New York
$764K -$151K -2,220 -19%
BIG
946
Brooklyn Investment Group
New York
$764K +$664K +9,750 New
PWPS
947
Pinnacle Wealth Planning Services
Ohio
$763K -$1.36K -20 -0.2%
UWS
948
Unique Wealth Strategies
Illinois
$759K +$660K +9,690 New
FAIM
949
Financial Advocates Investment Management
Washington
$755K +$24.5K +360 +4%
Fayez Sarofim & Co
950
Fayez Sarofim & Co
Texas
$752K +$562K +8,250 New

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.