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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
DA
1301
Detalus Advisors
Missouri
$248K +$215K +3,160 New
DSAM
1302
Dock Street Asset Management
Florida
$247K +$215K +3,150 New
TCM
1303
Traynor Capital Management
Pennsylvania
$246K +$214K +3,140 New
BFM
1304
Boothbay Fund Management
New York
$246K -$37.5K -550 -15%
BFG
1305
Beacon Financial Group
Texas
$246K +$214K +3,140 New
MWM
1306
Moran Wealth Management
Florida
$246K +$214K +3,140 New
JWCA
1307
J.W. Cole Advisors
Florida
$244K +$212K +3,110 New
RIL
1308
Rothschild Investment LLC
Illinois
$243K -$8.86K -130 -4%
WP
1309
Westmount Partners
California
$242K +$211K +3,090 New
EW
1310
Element Wealth
Mississippi
$242K +$211K +3,090 New
PDL
1311
Portfolio Design Labs
California
$241K +$210K +3,080 New
EWA
1312
EverSource Wealth Advisors
Alabama
$241K -$16.4K -240 -7%
SQA
1313
Simon Quick Advisors
New Jersey
$240K +$209K +3,070 New
PFG
1314
Prosperity Financial Group
California
$240K +$209K +3,070 New
CIP
1315
Convergence Investment Partners
Florida
$240K +$209K +3,060 New
SFP
1316
Sweet Financial Partners
Minnesota
$240K +$209K +3,060 New
AIM
1317
Aigen Investment Management
New York
$238K -$299K -4,390 -59%
TWM
1318
Thrive Wealth Management
Pennsylvania
$238K +$207K +3,040 New
WP
1319
WealthSource Partners
California
$237K +$206K +3,030 New
CNBT
1320
Canandaigua National Bank & Trust
New York
$236K +$205K +3,010 New
NCM
1321
Northside Capital Management
Oregon
$236K +$205K +3,010 New
RFG
1322
Range Financial Group
Oregon
$236K +$205K +3,010 New
SF
1323
Summit Financial
New Jersey
$236K +$204K +3,000 New
LCM
1324
Lazari Capital Management
California
$235K +$204K +3,000 New
WWM
1325
Wolff Wiese Magana
California
$235K -$418K -6,130 -67%

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.