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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
TFA
1226
Toth Financial Advisory
Virginia
$53K
AAS
1227
Ameritas Advisory Services
Nebraska
$51.1K +$47.6K +970 New
PCTC
1228
Perkins Coie Trust Company
Washington
$50.4K
MHR
1229
Matthew Hamilton Rosenberg
$49.8K
CLOS
1230
Compagnie Lombard Odier SCmA
Switzerland
$47.7K
NF
1231
Norwood Financial
Pennsylvania
$45.6K
WAM
1232
WFA Asset Management
Wisconsin
$45.5K -$24K -490 -36%
BSB
1233
Bangor Savings Bank
Maine
$45.1K +$24.5K +500 +143%
AWM
1234
Activest Wealth Management
Florida
$44.1K +$40.7K +830 New
WP
1235
WealthPLAN Partners
Nebraska
$42.5K +$39.3K +800 New
SFFS
1236
Stonehage Fleming Financial Services
Jersey
$42.4K
CCA
1237
Catalyst Capital Advisors
New York
$40.3K -$14.7K -300 -28%
BCMLT
1238
Beacon Capital Management LLC (Tennessee)
Tennessee
$39.8K
DWMG
1239
DB Wealth Management Group
California
$38.2K
WPWM
1240
Western Pacific Wealth Management
Illinois
$36.6K -$2.94K -60 -8%
DIP
1241
DT Investment Partners
Pennsylvania
$35.6K
CCM
1242
Chilton Capital Management
Texas
$35.5K +$32.9K +670 New
CFD
1243
Creative Financial Designs
Indiana
$35.1K
AWM
1244
Abound Wealth Management
Tennessee
$35K
EARNEST Partners
1245
EARNEST Partners
Georgia
$34.5K
CM
1246
Cornerstone Management
Georgia
$34.5K +$22.1K +450 +225%
WB
1247
Webster Bank
Connecticut
$33.4K +$30.9K +630 New
First Manhattan
1248
First Manhattan
New York
$33.4K +$16.7K +340 +117%
BWA
1249
BDO Wealth Advisors
Florida
$30.2K -$81K -1,650 -74%
Kayne Anderson Rudnick Investment Management
1250
Kayne Anderson Rudnick Investment Management
California
$29.7K

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.