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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
V
1101
VeraBank
Texas
$444K +$26.6K +390 +7%
CFO
1102
CVA Family Office
Colorado
$442K
CF
1103
Centaurus Financial
California
$441K +$117K +1,710 +44%
C1AG
1104
Client 1st Advisory Group
Florida
$440K
SRC
1105
Shufro Rose & Co
New York
$439K
KP
1106
Keel Point
Alabama
$437K +$49.1K +720 +15%
AWA
1107
Aaron Wealth Advisors
Illinois
$436K +$45K +660 +13%
WA
1108
Waverly Advisors
Alabama
$434K +$23.9K +350 +7%
RIS
1109
Retirement Income Solutions
Michigan
$432K
CCA
1110
Conservest Capital Advisors
Pennsylvania
$429K -$17.7K -260 -5%
ET
1111
Equitable Trust
Tennessee
$429K +$32.7K +480 +10%
ACM
1112
Allred Capital Management
Texas
$428K -$31.4K -460 -8%
HIC
1113
Holderness Investments Company
North Carolina
$428K
EFS
1114
Essex Financial Services
Connecticut
$425K -$41.6K -610 -10%
WPW
1115
Waldron Private Wealth
Pennsylvania
$425K +$19.1K +280 +5%
GDP
1116
Great Diamond Partners
Maine
$424K -$1.36K -20 -0.4%
AF
1117
Advisornet Financial
Minnesota
$424K +$14.3K +210 +4%
SAM
1118
Smartleaf Asset Management
Massachusetts
$423K +$367K +5,390 New
TIMH
1119
Tilt Investment Management Holdings
New York
$420K -$123K -1,810 -25%
AC
1120
Avestar Capital
New York
$420K +$142K +2,090 +64%
MIS
1121
Morningstar Investment Services
Illinois
$419K +$362K +5,310 New
WFI
1122
West Family Investments
California
$418K
RIA
1123
Realta Investment Advisors
Delaware
$415K -$68.2K -1,000 -16%
OCPWS
1124
One Charles Private Wealth Services
Massachusetts
$414K
PSC
1125
Portman Square Capital
United Kingdom
$414K

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.