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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
GPA
1151
Guerra Pan Advisors
New Jersey
$391K
BAM
1152
Bellevue Asset Management
Washington
$391K
GM
1153
GeoWealth Management
Illinois
$389K +$339K +4,970 New
LA
1154
Legacy Advisors
Pennsylvania
$386K +$335K +4,910 New
SMA
1155
Sage Mountain Advisors
Georgia
$385K -$7.5K -110 -2%
FWCM
1156
Ferguson Wellman Capital Management
Oregon
$385K +$3.41K +50 +1%
CFG
1157
Citizens Financial Group
Rhode Island
$384K +$57.9K +850 +21%
SFG
1158
Sather Financial Group
Texas
$381K
BFO
1159
Biltmore Family Office
North Carolina
$380K -$256K -3,750 -44%
TCM
1160
Tandem Capital Management
New Jersey
$380K +$20.4K +300 +7%
MCM
1161
Mitchell Capital Management
Kansas
$379K
DWP
1162
Daymark Wealth Partners
Ohio
$378K -$180K -2,640 -35%
GCM
1163
Gallacher Capital Management
Colorado
$377K -$70.9K -1,040 -18%
APW
1164
Austin Private Wealth
Texas
$376K +$327K +4,800 New
AC
1165
Allstate Corporation
Illinois
$374K -$33.4K -490 -9%
ACM
1166
AlphaStar Capital Management
North Carolina
$374K +$325K +4,770 New
AWM
1167
Affinity Wealth Management
Delaware
$373K
EDRH
1168
Edmond de Rothschild Holding
Switzerland
$372K +$269K +3,950 +494%
QCM
1169
Qsemble Capital Management
New York
$371K +$323K +4,740 New
SAM
1170
SignalPoint Asset Management
Missouri
$368K -$10.2K -150 -3%
DWM
1171
Dakota Wealth Management
Florida
$366K +$35.4K +520 +13%
IIC
1172
Ironwood Investment Counsel
Arizona
$366K -$6.82K -100 -2%
TCM
1173
Triumph Capital Management
Colorado
$365K +$318K +4,660 New
SWM
1174
Spire Wealth Management
Virginia
$364K -$196K -2,880 -40%
LFA
1175
Legacy Financial Advisors
Kentucky
$361K +$17.7K +260 +6%

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.