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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
FCA
1201
FinTrust Capital Advisors
South Carolina
$75.7K
CWM
1202
Compass Wealth Management
Connecticut
$74.7K
GPI
1203
General Partner Inc
Pennsylvania
$74.1K -$7.85K -160 -10%
BAM
1204
Byrne Asset Management
New Jersey
$74K +$6.87K +140 +11%
BBPWM
1205
Blue Bell Private Wealth Management
Pennsylvania
$73.2K
CSB
1206
City State Bank
Iowa
$71K
FFC
1207
First Financial Corp
Indiana
$68.9K
CIA
1208
Cape Investment Advisory
Georgia
$67.9K +$62.8K +1,280 New
PGAM
1209
Princeton Global Asset Management
New Jersey
$66.3K
CWM
1210
Cedar Wealth Management
California
$66.3K +$4.42K +90 +8%
HIA
1211
Harbor Investment Advisory
Maryland
$65.2K -$65.3K -1,330 -52%
CTA
1212
Colonial Trust Advisors
South Carolina
$64.7K -$491 -10 -0.8%
TC
1213
Tacita Capital
Ontario, Canada
$63K
CA
1214
Centerpoint Advisors
Massachusetts
$62K +$1.47K +30 +3%
KA
1215
Kozak & Associates
Colorado
$61.7K
LF
1216
Lee Financial
Texas
$61.6K +$491 +10 +0.9%
AWM
1217
Atticus Wealth Management
Florida
$60.5K
SSB
1218
Sandy Spring Bank
Maryland
$60K
TFP
1219
Tilia Fiduciary Partners
North Carolina
$59.9K
LFG
1220
Larson Financial Group
Missouri
$58.9K +$27K +550 +98%
AAG
1221
Armstrong Advisory Group
Massachusetts
$58.8K
BWP
1222
Baldwin Wealth Partners
Massachusetts
$57.3K
BC
1223
Bartlett & Co
Ohio
$55K
BCWM
1224
Bartlett & Co Wealth Management
Ohio
$54.8K
HFM
1225
Hartford Financial Management
Connecticut
$53K

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.