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Lam Research
LRCX

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: 28 → 42 (+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: 1,346 → 1,363 (+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

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.57B
2
GQG Partners
GQG Partners
Florida
+$845M
3
Ameriprise
Ameriprise
Minnesota
+$310M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$259M
5
Bank of America
Bank of America
North Carolina
+$189M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$351M
2
Barclays
Barclays
United Kingdom
-$270M
3
N
Nuveen
North Carolina
-$251M
4
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$135M
5
JP Morgan Chase
JP Morgan Chase
New York
-$118M
Name Holding Trade Value Shares
Change 		Change in
Stake
FNBT
1101
FineMark National Bank & Trust
Florida
$237K -$28.5K -580 -11%
STA
1102
Summit Trail Advisors
New York
$237K +$218K +4,450 New
GPA
1103
Guidance Point Advisors
Massachusetts
$236K +$218K +4,450 New
TF
1104
TimeScale Financial
Massachusetts
$234K +$981 +20 +0.5%
GC
1105
Gilbert & Cook
Iowa
$233K +$216K +4,400 New
CL
1106
Choreo LLC
Illinois
$233K +$214K +4,370 New
EWM
1107
Evercore Wealth Management
New York
$230K +$212K +4,330 New
LFA
1108
Legacy Financial Advisors
Kentucky
$229K +$212K +4,310 New
RA
1109
RFG Advisory
Alabama
$228K -$1.47K -30 -0.7%
MCM
1110
Manchester Capital Management
Vermont
$226K +$55.9K +1,140 +36%
MLL
1111
Moody Lynn & Lieberson
Massachusetts
$226K +$210K +4,270 New
SMA
1112
Sage Mountain Advisors
Georgia
$225K +$209K +4,250 New
AWM
1113
Affinity Wealth Management
Delaware
$224K +$208K +4,230 New
AG
1114
Ascent Group
Virginia
$223K +$207K +4,210 New
HPM
1115
Hoxton Planning & Management
West Virginia
$223K +$207K +4,210 New
SCM
1116
Schnieders Capital Management
California
$223K +$206K +4,200 New
DCM
1117
Donaldson Capital Management
Indiana
$223K -$49.1K -1,000 -19%
BIP
1118
Blueprint Investment Partners
North Carolina
$222K +$206K +4,190 New
AP
1119
Appleton Partners
Massachusetts
$222K +$206K +4,190 New
JWM
1120
JGP Wealth Management
Oregon
$222K +$205K +4,180 New
KP
1121
Keel Point
Alabama
$221K +$205K +4,180 New
EWA
1122
EP Wealth Advisors
California
$221K +$301K +6,140 +44%
9WM
1123
9258 Wealth Management
Ohio
$221K +$204K +4,160 New
IP
1124
Ignite Planners
California
$220K – – –
CSPIA
1125
Cary Street Partners Investment Advisory
Virginia
$219K – – –
43 44
45
46 47

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.