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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
PFA
1001
Pathway Financial Advisors
Vermont
$615K
HWAM
1002
Hennion & Walsh Asset Management
New Jersey
$614K +$260K +3,810 +95%
BWM
1003
Buckley Wealth Management
Nevada
$613K -$218K -3,200 -29%
OR
1004
Olympiad Research
Connecticut
$609K +$45.7K +670 +9%
SF
1005
Symphony Financial
Texas
$607K +$24.5K +360 +5%
CIA
1006
Concurrent Investment Advisors
Florida
$605K +$526K +7,720 New
WWM
1007
Western Wealth Management
Colorado
$601K +$69.5K +1,020 +15%
JHCP
1008
Jackson Hole Capital Partners
Oklahoma
$601K
WIM
1009
Westside Investment Management
California
$601K +$4.77K +70 +0.9%
OCBCO
1010
Oversea-Chinese Banking Corp (OCBC)
Singapore
$599K +$226K +3,320 +77%
SRL
1011
Scientech Research LLC
New Jersey
$599K +$521K +7,640 New
MP
1012
McDonald Partners
Ohio
$598K
AAS
1013
Annex Advisory Services
Wisconsin
$596K +$168K +2,460 +48%
JCIA
1014
Jackson Creek Investment Advisors
Colorado
$594K -$17K -250 -3%
BWP
1015
BSW Wealth Partners
Colorado
$594K +$2.73K +40 +0.5%
ECM
1016
Evergreen Capital Management
Washington
$594K +$10.2K +150 +2%
First Manhattan
1017
First Manhattan
New York
$592K +$59.3K +870 +13%
BA
1018
Birinyi Associates
Connecticut
$587K
LC
1019
Lindbrook Capital
California
$587K +$47.7K +700 +10%
DIP
1020
Davis Investment Partners
North Carolina
$585K
IAS
1021
Insigneo Advisory Services
Florida
$583K +$157K +2,300 +45%
MMA
1022
Miracle Mile Advisors
California
$578K +$63.4K +930 +14%
RCA
1023
Resonant Capital Advisors
Wisconsin
$577K +$117K +1,710 +30%
CWM
1024
Congress Wealth Management
Massachusetts
$576K +$82.5K +1,210 +20%
MC
1025
Merlin Capital
Rhode Island
$566K -$5.45K -80 -1%

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.