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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
KIA
1226
KLR Investment Advisors
Rhode Island
$202K +$177K +3,140 New
CAG
1227
Csenge Advisory Group
Florida
$201K +$176K +3,130 New
RFG
1228
Range Financial Group
Oregon
$201K +$176K +3,120 New
UB
1229
UMB Bank
Missouri
$197K
MFG
1230
Mendota Financial Group
Wisconsin
$193K +$169K +3,000 New
PPC
1231
Park Place Capital
Alabama
$186K -$564 -10 -0.3%
EWA
1232
EverSource Wealth Advisors
Alabama
$186K +$8.46K +150 +5%
KFP
1233
KB Financial Partners
New Jersey
$185K +$9.02K +160 +6%
BTI
1234
Blue Trust Inc
Georgia
$181K -$281K -4,990 -59%
AIM
1235
Anchor Investment Management
South Carolina
$178K -$324K -5,750 -67%
WOC
1236
West Oak Capital
California
$174K
CSC
1237
Caldwell Sutter Capital
California
$172K +$45.1K +800 +43%
TC
1238
Truvestments Capital
Florida
$168K -$11.8K -210 -7%
FMB
1239
Field & Main Bank
Kentucky
$159K
LCM
1240
Logan Capital Management
Pennsylvania
$155K
WAS
1241
Winch Advisory Services
Wisconsin
$154K
CAL
1242
Capital Advisors Ltd
Ohio
$150K +$123K +2,180 +1,453%
CHA
1243
Carmichael Hill & Associates
Maryland
$141K +$113K +2,000 +1,053%
EWM
1244
Endurance Wealth Management
Rhode Island
$140K
EWM
1245
Evermay Wealth Management
Virginia
$139K
FCAG
1246
First Capital Advisors Group
New Jersey
$135K +$118K +2,090 New
HI
1247
Harbour Investments
Wisconsin
$133K +$1.69K +30 +1%
GCM
1248
Gables Capital Management
Florida
$131K
CWC
1249
Carolinas Wealth Consulting
North Carolina
$131K -$14.1K -250 -11%
AA
1250
Addison Advisors
Vermont
$127K

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.