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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
HFW
1151
Horizon Family Wealth
Illinois
$202K +$187K +3,810 New
IWP
1152
Icon Wealth Partners
Texas
$186K +$172K +3,510 New
HCP
1153
Hexagon Capital Partners
Arkansas
$185K -$13.3K -270 -7%
BCM
1154
Blume Capital Management
California
$180K -$359K -7,320 -68%
AA
1155
Ancora Advisors
Ohio
$177K +$32.4K +660 +25%
MWM
1156
Mascoma Wealth Management
New Hampshire
$174K -$2.94K -60 -2%
SN
1157
Sittner & Nelson
Oregon
$174K +$23.1K +470 +17%
UB
1158
UMB Bank
Missouri
$162K -$74.6K -1,520 -33%
FFA
1159
Farther Finance Advisors
California
$160K -$3.44K -70 -2%
PPC
1160
Park Place Capital
Alabama
$154K +$27.5K +560 +24%
TC
1161
Truvestments Capital
Florida
$149K -$63.3K -1,290 -31%
MPWT
1162
MassMutual Private Wealth & Trust
Connecticut
$146K +$15.2K +310 +13%
EWA
1163
EverSource Wealth Advisors
Alabama
$145K +$2.94K +60 +2%
KFP
1164
KB Financial Partners
New Jersey
$144K +$13.3K +270 +11%
NHT
1165
New Hampshire Trust
New Hampshire
$144K
WOC
1166
West Oak Capital
California
$143K
Capstone Investment Advisors
1167
Capstone Investment Advisors
New York
$134K -$492K -10,020 -80%
FMB
1168
Field & Main Bank
Kentucky
$131K +$3.93K +80 +3%
LCM
1169
Logan Capital Management
Pennsylvania
$128K
WAS
1170
Winch Advisory Services
Wisconsin
$127K
CA
1171
Crewe Advisors
Utah
$127K +$25.5K +520 +28%
CWC
1172
Carolinas Wealth Consulting
North Carolina
$121K +$11.8K +240 +12%
MIA
1173
Milestone Investment Advisors
Wisconsin
$117K +$108K +2,210 New
AWM
1174
Ameliora Wealth Management
Switzerland
$117K -$72.1K -1,470 -40%
RMC
1175
Resources Management Corp
Connecticut
$116K -$1.2M -24,450 -78%

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.