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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
VFA
951
Values First Advisors
Tennessee
$750K +$17.7K +260 +3%
SWP
952
Strategic Wealth Partners
Ohio
$748K -$12.9K -190 -2%
FB
953
Fulton Bank
Pennsylvania
$748K +$25.2K +370 +4%
GTAM
954
Global Trust Asset Management
Florida
$740K -$9.54K -140 -1%
WS
955
Wedbush Securities
California
$735K +$96.1K +1,410 +18%
LFA
956
Laraway Financial Advisors
Minnesota
$729K
SFM
957
Systematic Financial Management
New Jersey
$728K
OIA
958
Optimum Investment Advisors
Illinois
$725K -$6.82K -100 -1%
CIS
959
Custom Index Systems
New York
$724K +$630K +9,240 New
PFA
960
Pathway Financial Advisers
Indiana
$722K -$2.73K -40 -0.4%
CFSG
961
Clark Financial Services Group
Missouri
$718K -$6.13K -90 -1%
S
962
Sunpointe
Missouri
$718K +$623K +9,140 New
AIA
963
Angeles Investment Advisors
California
$711K -$92K -1,350 -13%
IRC
964
Investors Research Corp
Georgia
$710K -$40.9K -600 -6%
TCA
965
Transcend Capital Advisors
New Jersey
$710K +$617K +9,060 New
SHFA
966
SC&H Financial Advisors
Maryland
$705K
SIMG
967
Sonora Investment Management Group
Arizona
$703K +$7.5K +110 +1%
GA
968
Geller Advisors
New York
$700K +$6.13K +90 +1%
CCWM
969
Cassaday & Co Wealth Management
Virginia
$698K +$682 +10 +0.1%
CAIMH
970
Central Asset Investments & Management Holdings
Hong Kong
$698K +$607K +8,910 New
MWM
971
Meridian Wealth Management
Kentucky
$697K -$498K -7,300 -45%
PF
972
Phoenix Financial
Israel
$693K +$577K +8,460 New
FFA
973
Farther Finance Advisors
California
$691K +$355K +5,210 +144%
AAB
974
ABN AMRO Bank
Netherlands
$690K
CWP
975
Concord Wealth Partners
Virginia
$689K +$112K +1,650 +23%

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.