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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
OPPS
1326
Obsidian Personal Planning Solutions
Maryland
$233K +$202K +2,970 New
RVPG
1327
Relative Value Partners Group
$232K +$202K +2,960 New
SYBT
1328
Stock Yards Bank & Trust
Kentucky
$231K -$204K -2,990 -50%
AC
1329
Apella Capital
Connecticut
$230K +$215K +3,150 New
DI
1330
DAGCO Inc
Ohio
$230K +$200K +2,940 New
DWS
1331
Dynamic Wealth Strategies
California
$230K +$200K +2,940 New
ASG
1332
Ariston Services Group
California
$229K +$200K +2,930 New
PFA
1333
Pure Financial Advisors
California
$229K +$199K +2,920 New
HKIMG
1334
Hutchens & Kramer Investment Management Group
Indiana
$229K -$81.1K -1,190 -29%
RG
1335
Rathbones Group
United Kingdom
$229K +$199K +2,920 New
GD
1336
Grandfield & Dodd
New York
$227K +$198K +2,900 New
CRWM
1337
Castle Rock Wealth Management
California
$227K +$211K +3,100 New
MCC
1338
Money Concepts Capital
Florida
$226K +$197K +2,890 New
UB
1339
UMB Bank
Missouri
$226K -$13.6K -200 -6%
HI
1340
Harbour Investments
Wisconsin
$226K +$57.2K +840 +41%
BEI
1341
Benjamin Edwards Inc
Missouri
$226K -$2.73K -40 -1%
SAM
1342
Silvercrest Asset Management
New York
$226K +$196K +2,880 New
ISWM
1343
Independent Solutions Wealth Management
New York
$225K +$196K +2,870 New
QFA
1344
Quantum Financial Advisors
California
$225K +$196K +2,870 New
DI
1345
DFPG Investments
Utah
$225K +$208K +3,050 New
BWA
1346
Bordeaux Wealth Advisors
California
$224K +$195K +2,860 New
BCA
1347
Bay Colony Advisors
Massachusetts
$223K +$194K +2,850 New
BWM
1348
Brickley Wealth Management
California
$223K +$194K +2,850 New
CAG
1349
Csenge Advisory Group
Florida
$223K +$194K +2,850 New
SIM
1350
Stratos Investment Management
Ohio
$223K +$194K +2,850 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.