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Lam Research

1,434 hedge funds and large institutions have $72.7B invested in Lam Research in 2023 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 471 increasing their positions, 533 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 85

31% more funds holding in top 10

Funds holding in top 10: 4255 (+13)

20% more capital invested

Capital invested by funds: $60.4B → $72.7B (+$12.3B)

5% more funds holding

Funds holding: 1,3641,434 (+70)

12% less repeat investments, than reductions

Existing positions increased: 471 | Existing positions reduced: 533

25.09% less ownership

Funds ownership: 869.49%844.41% (-25%)

31% less call options, than puts

Call options by funds: $2.2B | Put options by funds: $3.18B

Holders
1,434
Holders Change
+70
Holders Change %
+5.13%
% of All Funds
22.51%
Holding in Top 10
55
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+30.95%
% of All Funds
0.86%
New
166
Increased
471
Reduced
533
Closed
85
Calls
$2.2B
Puts
$3.18B
Net Calls
-$979M
Net Calls Change
-$414M
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
1176
Cary Street Partners Investment Advisory
Virginia
$233K -$29.3K -520 -13%
C1AG
1177
Client 1st Advisory Group
Florida
$233K +$204K +3,620 New
FOA
1178
Five Oceans Advisors
California
$233K +$204K +3,620 New
HSA
1179
HBK Sorce Advisory
Pennsylvania
$232K -$50.7K -900 -20%
MPW
1180
Monterey Private Wealth
California
$232K +$203K +3,610 New
SCA
1181
Stillwater Capital Advisors
Pennsylvania
$232K -$104K -1,850 -34%
BC
1182
Barrett & Company
Rhode Island
$232K -$25.4K -450 -11%
ZIG
1183
Zullo Investment Group
Pennsylvania
$232K +$203K +3,600 New
MWM
1184
Mascoma Wealth Management
New Hampshire
$231K
CF
1185
Centaurus Financial
California
$230K -$215K -3,810 -51%
CCM
1186
Carlson Capital Management
Minnesota
$229K +$201K +3,560 New
MPWT
1187
MassMutual Private Wealth & Trust
Connecticut
$228K +$44.5K +790 +29%
CWA
1188
Consilium Wealth Advisory
Texas
$228K +$200K +3,540 New
VLC
1189
Van Leeuwen & Company
New Jersey
$227K +$197K +3,490 New
WB
1190
WesBanco Bank
West Virginia
$227K -$67.6K -1,200 -25%
HCP
1191
Hexagon Capital Partners
Arkansas
$227K +$2.25K +40 +1%
SN
1192
Sittner & Nelson
Oregon
$227K +$14.1K +250 +8%
WAM
1193
Walker Asset Management
Missouri
$227K +$199K +3,530 New
WANY
1194
Wealthspire Advisors (New York)
New York
$226K +$198K +3,520 New
TPWA
1195
TRUE Private Wealth Advisors
Oregon
$226K +$198K +3,510 New
AA
1196
AlphaMark Advisors
Kentucky
$225K -$25.4K -450 -11%
ML
1197
Mayport LLC
Massachusetts
$223K +$196K +3,470 New
FFA
1198
Farther Finance Advisors
California
$221K +$23.1K +410 +14%
BCM
1199
Blume Capital Management
California
$219K
EFG
1200
Everhart Financial Group
Ohio
$219K +$192K +3,400 New

LRCX Hedge Fund Activity: Q2 2023 in Review

1,434 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q2 2023, worth a combined $72.7B — up 20% from $60.4B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new LRCX positions and 85 closed out — a net gain of 81 holders — while 471 added to existing stakes and 533 trimmed.

The largest buyer was GQG Partners, adding an estimated $354M. The largest seller was Envestnet Asset Management, cutting an estimated $1.77B.

  • 1,434 institutional investors held Lam Research (LRCX) as of Q2 2023, up from 1,364 in Q1 2023.
  • Funds reported $72.7B of Lam Research stock for Q2 2023, up 20% quarter-over-quarter.
  • 166 funds opened new Lam Research positions in Q2 2023 and 85 closed out, a net change of +81 holders.
  • The largest Lam Research buyer in Q2 2023 was GQG Partners, an estimated $354M added.
  • The largest Lam Research seller in Q2 2023 was Envestnet Asset Management, an estimated $1.77B sold.

Based on aggregated 13F filings for Q2 2023.