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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
GFP
1076
Gryphon Financial Partners
Ohio
$476K +$420K +6,170 New
KWM
1077
Kolinsky Wealth Management
New Jersey
$472K -$47.7K -700 -10%
SP
1078
Saranac Partners
$470K
MSFS
1079
Main Street Financial Solutions
Pennsylvania
$469K -$110K -1,620 -21%
CAMV
1080
Concord Asset Management (Virginia)
Virginia
$469K +$151K +2,220 +59%
PE
1081
Point72 Europe
United Kingdom
$468K +$407K +5,970 New
EWA
1082
Exencial Wealth Advisors
Oklahoma
$463K -$602K -8,830 -60%
OWM
1083
OneAscent Wealth Management
Alabama
$463K -$42.9K -630 -10%
BTWM
1084
Baker Tilly Wealth Management
Wisconsin
$462K +$19.1K +280 +5%
RC
1085
Rovin Capital
Arizona
$460K -$276K -4,050 -41%
PFBT
1086
Parkside Financial Bank & Trust
Missouri
$460K +$46.3K +680 +13%
LCWP
1087
Legacy Capital Wealth Partners
Arkansas
$459K -$13.6K -200 -3%
PA
1088
Planning Alternatives
Michigan
$458K +$399K +5,850 New
CJ
1089
Caitlin John
Michigan
$457K +$396K +5,810 New
GBT
1090
Grove Bank & Trust
Florida
$455K -$6.82K -100 -2%
EA
1091
Everpar Advisors
Oklahoma
$453K +$394K +5,780 New
QC
1092
Quent Capital
New York
$451K -$2.73K -40 -0.7%
IFU
1093
iSAM Funds (UK)
United Kingdom
$451K +$393K +5,760 New
1WM
1094
1900 Wealth Management
Texas
$450K -$52.5K -770 -12%
BAM
1095
BOS Asset Management
Illinois
$450K
TPI
1096
Trust Point Inc
Wisconsin
$450K +$391K +5,740 New
CCM
1097
Chilton Capital Management
Texas
$448K +$344K +5,050 +754%
OWA
1098
ORBA Wealth Advisors
Illinois
$448K +$390K +5,720 New
CM
1099
Capula Management
Cayman Islands
$445K -$2.22M -32,530 -85%
CRC
1100
Curi RMB Capital
Illinois
$445K +$43.6K +640 +13%

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.