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Lam Research

1,631 hedge funds and large institutions have $88.4B invested in Lam Research in 2023 Q4 according to their latest regulatory filings, with 281 funds opening new positions, 512 increasing their positions, 586 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more first-time investments, than exits

New positions opened: 281 | Existing positions closed: 83

29% more funds holding in top 10

Funds holding in top 10: 4254 (+12)

27% more capital invested

Capital invested by funds: $69.7B → $88.4B (+$18.7B)

21.57% more ownership

Funds ownership: 840.22%861.79% (+22%)

12% more funds holding

Funds holding: 1,4501,631 (+181)

13% less repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 586

33% less call options, than puts

Call options by funds: $2.46B | Put options by funds: $3.65B

Holders
1,631
Holders Change
+181
Holders Change %
+12.48%
% of All Funds
23.78%
Holding in Top 10
54
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+28.57%
% of All Funds
0.79%
New
281
Increased
512
Reduced
586
Closed
83
Calls
$2.46B
Puts
$3.65B
Net Calls
-$1.19B
Net Calls Change
-$89.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1276
Sax Wealth Advisors
New Jersey
$265K
EB
1277
Eastern Bank
Massachusetts
$264K
CFP
1278
Catalyst Financial Partners
Massachusetts
$264K +$230K +3,370 New
W
1279
Wealthquest
Ohio
$262K +$228K +3,350 New
CFG
1280
Cooper Financial Group
California
$262K +$228K +3,350 New
FSA
1281
Franklin Street Advisors
North Carolina
$262K
CA
1282
CoreCap Advisors
Michigan
$261K -$682 -10 -0.3%
KLCM
1283
KG&L Capital Management
Louisiana
$259K -$118K -1,730 -34%
CIS
1284
Capital International Sarl
California
$258K
PCM
1285
Poehling Capital Management
Wisconsin
$258K
WWP
1286
Walden Wealth Partners
Ohio
$258K +$225K +3,300 New
BWP
1287
Balboa Wealth Partners
Arizona
$258K -$70.9K -1,040 -24%
SN
1288
Sittner & Nelson
Oregon
$257K
PI
1289
PFG Investments
New York
$257K -$536K -7,870 -71%
FWM
1290
FFT Wealth Management
Pennsylvania
$256K
CMBA
1291
C.M. Bidwell & Associates
Hawaii
$256K +$2.04K +30 +0.9%
GCP
1292
GSA Capital Partners
United Kingdom
$255K -$135K -1,980 -38%
IIM
1293
Ipswich Investment Management
Massachusetts
$255K
S
1294
SimplyRich
California
$254K
FFM
1295
Forum Financial Management
Illinois
$254K -$68.2K -1,000 -24%
PIA
1296
Powell Investment Advisors
Florida
$253K
KIA
1297
KLR Investment Advisors
Rhode Island
$252K +$219K +3,210 New
OFS
1298
OneAscent Financial Services
Alabama
$249K +$217K +3,180 New
IW
1299
Imprint Wealth
South Carolina
$249K +$202K +2,970 New
FAT
1300
First American Trust
California
$248K +$215K +3,160 New

LRCX Hedge Fund Activity: Q4 2023 in Review

1,631 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q4 2023, worth a combined $88.4B — up 27% from $69.7B a quarter earlier.

Buyers outnumbered sellers: 281 funds opened new LRCX positions and 83 closed out — a net gain of 198 holders — while 512 added to existing stakes and 586 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.23B. The largest seller was Ameriprise, cutting an estimated $272M.

  • 1,631 institutional investors held Lam Research (LRCX) as of Q4 2023, up from 1,450 in Q3 2023.
  • Funds reported $88.4B of Lam Research stock for Q4 2023, up 27% quarter-over-quarter.
  • 281 funds opened new Lam Research positions in Q4 2023 and 83 closed out, a net change of +198 holders.
  • The largest Lam Research buyer in Q4 2023 was Morgan Stanley, an estimated $1.23B added.
  • The largest Lam Research seller in Q4 2023 was Ameriprise, an estimated $272M sold.

Based on aggregated 13F filings for Q4 2023.