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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
AWM
1326
Abound Wealth Management
Tennessee
$45.8K
CPG
1327
Cornerstone Planning Group
New Jersey
$45.1K -$11.2K -170 -19%
DWMG
1328
DB Wealth Management Group
California
$45.1K
DIP
1329
DT Investment Partners
Pennsylvania
$42.6K
CCM
1330
Chilton Capital Management
Texas
$42K
CFD
1331
Creative Financial Designs
Indiana
$41.7K +$657 +10 +2%
FMTCOCP
1332
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$41K
EARNEST Partners
1333
EARNEST Partners
Georgia
$40.7K
BC
1334
Bartlett & Co
Ohio
$40K -$26.3K -400 -39%
BCWM
1335
Bartlett & Co Wealth Management
Ohio
$39.7K -$26.3K -400 -39%
CAS
1336
Coppell Advisory Solutions
Texas
$38.7K +$37.4K +570 +163%
SVCP
1337
Silicon Valley Capital Partners
California
$35.2K
JWA
1338
JFS Wealth Advisors
Pennsylvania
$35.1K +$657 +10 +2%
CWM
1339
Cranbrook Wealth Management
Michigan
$34.5K
IBOK
1340
Independence Bank of Kentucky
Kentucky
$34.5K
Jones Financial Companies
1341
Jones Financial Companies
Missouri
$34.5K +$36.1K +550 New
ATC
1342
Adirondack Trust Company
New York
$32.6K
SC
1343
SouthState Corp
Florida
$32K +$11.8K +180 +55%
CWM
1344
Cedar Wealth Management
California
$31.3K
MHR
1345
Matthew Hamilton Rosenberg
$31.3K
TCM
1346
Tradewinds Capital Management
Washington
$31.3K
SFG
1347
Steward Financial Group
Texas
$31K
MFA
1348
McClarren Financial Advisors
Pennsylvania
$30K
ADL
1349
Asset Dedication LLC
California
$30K +$11.2K +170 +57%
OIAM
1350
OFI Invest Asset Management
France
$29.6K +$32.8K +500 New

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.