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Lam Research

1,449 hedge funds and large institutions have $69.7B invested in Lam Research in 2023 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 527 increasing their positions, 547 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 91

1% more funds holding

Funds holding: 1,4331,449 (+16)

4% less repeat investments, than reductions

Existing positions increased: 527 | Existing positions reduced: 547

4% less capital invested

Capital invested by funds: $72.7B → $69.7B (-$3.02B)

4.18% less ownership

Funds ownership: 844.41%840.22% (-4.2%)

24% less funds holding in top 10

Funds holding in top 10: 5542 (-13)

37% less call options, than puts

Call options by funds: $1.86B | Put options by funds: $2.96B

Holders
1,449
Holders Change
+16
Holders Change %
+1.12%
% of All Funds
23%
Holding in Top 10
42
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-23.64%
% of All Funds
0.67%
New
124
Increased
527
Reduced
547
Closed
91
Calls
$1.86B
Puts
$2.96B
Net Calls
-$1.1B
Net Calls Change
-$119M
Name Holding Trade Value Shares
Change
Change in
Stake
FMB
1251
Field & Main Bank
Kentucky
$157K +$1.31K +20 +0.8%
WAS
1252
Winch Advisory Services
Wisconsin
$155K +$5.91K +90 +4%
LCM
1253
Logan Capital Management
Pennsylvania
$151K
KFP
1254
KB Financial Partners
New Jersey
$148K -$33.5K -510 -18%
CSC
1255
Caldwell Sutter Capital
California
$147K -$21.7K -330 -12%
EWM
1256
Evermay Wealth Management
Virginia
$147K +$11.8K +180 +8%
CAL
1257
Capital Advisors Ltd
Ohio
$146K
PPC
1258
Park Place Capital
Alabama
$144K -$40.1K -610 -21%
MIA
1259
Milestone Investment Advisors
Wisconsin
$139K +$145K +2,210 New
CHA
1260
Carmichael Hill & Associates
Maryland
$137K
MFG
1261
Mendota Financial Group
Wisconsin
$136K -$54.5K -830 -28%
BBPWM
1262
Blue Bell Private Wealth Management
Pennsylvania
$135K +$51.2K +780 +57%
BAMCO Inc
1263
BAMCO Inc
New York
$129K +$24.3K +370 +22%
HI
1264
Harbour Investments
Wisconsin
$128K -$1.31K -20 -1%
GCM
1265
Gables Capital Management
Florida
$128K
AA
1266
Addison Advisors
Vermont
$123K
FPF
1267
First Pacific Financial
Washington
$112K
DAM
1268
Delta Asset Management
Tennessee
$111K
ANBT
1269
American National Bank & Trust
Texas
$110K -$12.5K -190 -10%
AP
1270
Arlington Partners
Alabama
$106K
AT
1271
Arlington Trust
Alabama
$106K +$111K +1,690 New
BWL
1272
Bogart Wealth LLC
Virginia
$105K +$8.54K +130 +8%
CMP
1273
Coston McIsaac & Partners
Maine
$104K
JWM
1274
Jupiter Wealth Management
Colorado
$103K +$98.5K +1,500 New
CWC
1275
Carolinas Wealth Consulting
North Carolina
$103K -$18.4K -280 -14%

LRCX Hedge Fund Activity: Q3 2023 in Review

1,449 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q3 2023, worth a combined $69.7B — down 4.1% from $72.7B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new LRCX positions and 91 closed out — a net gain of 33 holders — while 527 added to existing stakes and 547 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $307M. The largest seller was Fidelity Investments, cutting an estimated $576M.

  • 1,449 institutional investors held Lam Research (LRCX) as of Q3 2023, up from 1,433 in Q2 2023.
  • Funds reported $69.7B of Lam Research stock for Q3 2023, down 4.1% quarter-over-quarter.
  • 124 funds opened new Lam Research positions in Q3 2023 and 91 closed out, a net change of +33 holders.
  • The largest Lam Research buyer in Q3 2023 was Goldman Sachs, an estimated $307M added.
  • The largest Lam Research seller in Q3 2023 was Fidelity Investments, an estimated $576M sold.

Based on aggregated 13F filings for Q3 2023.