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Lam Research

1,363 hedge funds and large institutions have $60.4B invested in Lam Research in 2023 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 473 increasing their positions, 492 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2842 (+14)

40.79% more ownership

Funds ownership: 828.71%869.49% (+41%)

35% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 125

28% more capital invested

Capital invested by funds: $47.3B → $60.4B (+$13.2B)

1% more funds holding

Funds holding: 1,3461,363 (+17)

4% less repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 492

24% less call options, than puts

Call options by funds: $1.8B | Put options by funds: $2.36B

Holders
1,363
Holders Change
+17
Holders Change %
+1.26%
% of All Funds
21.72%
Holding in Top 10
42
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+50%
% of All Funds
0.67%
New
169
Increased
473
Reduced
492
Closed
125
Calls
$1.8B
Puts
$2.36B
Net Calls
-$565M
Net Calls Change
-$216M
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
1076
Benjamin Edwards Inc
Missouri
$253K -$75.6K -1,540 -24%
CAM
1077
Congress Asset Management
Massachusetts
$253K +$234K +4,760 New
IAS
1078
Insigneo Advisory Services
Florida
$252K +$232K +4,720 New
WB
1079
WesBanco Bank
West Virginia
$251K +$232K +4,730 New
GRP
1080
Global Retirement Partners
California
$251K +$28.5K +580 +13%
CAG
1081
Crestwood Advisors Group
Massachusetts
$248K +$230K +4,680 New
HTC
1082
Haverford Trust Company
Pennsylvania
$248K +$229K +4,670 New
C
1083
Certuity
Florida
$247K +$229K +4,670 New
AWM
1084
Angeles Wealth Management
California
$247K +$229K +4,660 New
IAIM
1085
International Assets Investment Management
Florida
$247K -$49.1M -999,810 -100%
SPWG
1086
Syntegra Private Wealth Group
Missouri
$246K +$227K +4,630 New
CCA
1087
Column Capital Advisors
Indiana
$245K
PP
1088
PDS Planning
Ohio
$245K +$227K +4,620 New
JCM
1089
Jacobi Capital Management
Pennsylvania
$245K +$227K +4,620 New
SCM
1090
Stonehearth Capital Management
Massachusetts
$244K +$226K +4,610 New
GIM
1091
Grassi Investment Management
California
$244K +$226K +4,600 New
HKIMG
1092
Hutchens & Kramer Investment Management Group
Indiana
$244K +$226K +4,600 New
FAFN
1093
First Affirmative Financial Network
Colorado
$243K -$29K -590 -11%
CIS
1094
Capital International Sarl
California
$243K +$225K +4,580 New
IA
1095
Insight Advisors
Pennsylvania
$242K +$224K +4,570 New
TWI
1096
Thomas White International
Illinois
$242K
OPCM
1097
Osborne Partners Capital Management
California
$241K +$223K +4,550 New
QC
1098
QCM Cayman
Texas
$241K +$223K +4,550 New
TCM
1099
Tandem Capital Management
New Jersey
$241K +$223K +4,550 New
HSA
1100
HBK Sorce Advisory
Pennsylvania
$239K -$219K -4,470 -50%

LRCX Hedge Fund Activity: Q1 2023 in Review

1,363 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q1 2023, worth a combined $60.4B — up 28% from $47.3B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new LRCX positions and 125 closed out — a net gain of 44 holders — while 473 added to existing stakes and 492 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.57B. The largest seller was Millennium Management, cutting an estimated $351M.

  • 1,363 institutional investors held Lam Research (LRCX) as of Q1 2023, up from 1,346 in Q4 2022.
  • Funds reported $60.4B of Lam Research stock for Q1 2023, up 28% quarter-over-quarter.
  • 169 funds opened new Lam Research positions in Q1 2023 and 125 closed out, a net change of +44 holders.
  • The largest Lam Research buyer in Q1 2023 was Envestnet Asset Management, an estimated $1.57B added.
  • The largest Lam Research seller in Q1 2023 was Millennium Management, an estimated $351M sold.

Based on aggregated 13F filings for Q1 2023.