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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
CWP
1051
CFM Wealth Partners
Texas
$514K
VH
1052
Visionary Horizons
Tennessee
$509K +$443K +6,500 New
FA
1053
Financial Advisors
Massachusetts
$509K
BTI
1054
Blue Trust Inc
Georgia
$507K +$69.5K +1,020 +14%
QT
1055
Quantbot Technologies
New York
$507K -$5.63M -82,620 -93%
HW
1056
Hancock Whitney
Mississippi
$505K -$41.6K -610 -9%
FFO
1057
Fiduciary Family Office
Florida
$501K +$436K +6,400 New
DL
1058
DOHJ LLC
Washington
$500K +$435K +6,390 New
SPC
1059
Sigma Planning Corp
Michigan
$499K -$870K -12,760 -67%
PP
1060
PDS Planning
Ohio
$499K +$14.3K +210 +3%
FHA
1061
Flagship Harbor Advisors
Massachusetts
$499K -$5.45K -80 -1%
FMLI
1062
Fukoku Mutual Life Insurance
Japan
$497K
TCM
1063
Telos Capital Management
California
$497K +$102K +1,500 +31%
NG
1064
Norden Group
Utah
$496K +$23.2K +340 +6%
LWM
1065
LJI Wealth Management
Indiana
$495K -$2.04K -30 -0.5%
CT
1066
Caldwell Trust
Florida
$495K +$5.45K +80 +1%
GIM
1067
Gold Investment Management
Alberta, Canada
$495K +$431K +6,320 New
BCM
1068
Brookstone Capital Management
Illinois
$494K +$26.6K +390 +7%
PGWM
1069
Parisi Gray Wealth Management
New Jersey
$494K +$20.4K +300 +5%
AI
1070
AdvisorShares Investments
Maryland
$493K -$4.77K -70 -1%
GWANC
1071
Guardian Wealth Advisors (North Carolina)
North Carolina
$488K -$33.4K -490 -7%
AFC
1072
AFT Forsyth & Company
Florida
$486K
CPA
1073
Capital Performance Advisors
California
$480K +$8.86K +130 +2%
BHCM
1074
Brevan Howard Capital Management
Jersey
$479K +$416K +6,110 New
CIC
1075
Cornercap Investment Counsel
Georgia
$478K -$15.7K -230 -4%

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.