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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
PWLP
1001
Prio Wealth Limited Partnership
Massachusetts
$434K
SWM
1002
Spire Wealth Management
Virginia
$431K -$87.4K -1,550 -19%
GL
1003
Graypoint LLC
New York
$431K +$45.1K +800 +14%
MMA
1004
Miracle Mile Advisors
California
$430K +$42.3K +750 +13%
FFA
1005
Founders Financial Alliance
North Carolina
$429K +$41.7K +740 +12%
JFG
1006
Jefferies Financial Group
New York
$428K +$375K +6,660 New
PFPT
1007
Pinnacle Financial Partners (Tennessee)
Tennessee
$427K +$374K +6,630 +66,300%
GCM
1008
Gallacher Capital Management
Colorado
$424K -$138K -2,440 -27%
CWP
1009
CFM Wealth Partners
Texas
$422K
WPW
1010
Watershed Private Wealth
Illinois
$422K
WEG
1011
World Equity Group
Illinois
$419K +$368K +6,520 New
FA
1012
Financial Advisors
Massachusetts
$418K
LC
1013
Lindbrook Capital
California
$417K +$21.4K +380 +6%
CFG
1014
Citizens Financial Group
Rhode Island
$416K -$309K -5,490 -46%
FHA
1015
Flagship Harbor Advisors
Massachusetts
$413K -$692K -12,270 -66%
WWM
1016
Western Wealth Management
Colorado
$413K +$362K +6,420 New
AG
1017
Ascent Group
Virginia
$413K +$96.9K +1,720 +41%
CWM
1018
Congress Wealth Management
Massachusetts
$411K -$15.2K -270 -4%
TFCP
1019
Twin Focus Capital Partners
Massachusetts
$410K +$10.1K +180 +3%
LWM
1020
LJI Wealth Management
Indiana
$410K
GIA
1021
Gladstone Institutional Advisory
Florida
$408K +$37.8K +670 +12%
CIC
1022
Cornercap Investment Counsel
Georgia
$407K +$3.95K +70 +1%
RIA
1023
Realta Investment Advisors
Delaware
$404K -$44K -780 -11%
EFS
1024
Essex Financial Services
Connecticut
$399K +$63.1K +1,120 +22%
PWMG
1025
Provence Wealth Management Group
California
$399K +$27.1K +480 +8%

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.